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Income-Tax Deduction · FY 2025-26

Section 80D Deduction —
Health Insurance Tax Benefit

The Section 80D deduction for health insurance premium: the ₹25,000 and ₹50,000 limits, senior-citizen benefit, preventive check-up sub-limit, and why it only works under the old tax regime.

Updated for AY 2026-27 CA Reviewed Old Regime Only
₹25,000Self + family
₹50,000Senior citizens
₹1,00,000Combined max
₹5,000Preventive check-up
Quick Answer

Section 80D allows a deduction for health insurance premium: ₹25,000 for self, spouse and children, plus another ₹25,000 for parents' premium. If any insured person is a senior citizen (60+), that limit rises to ₹50,000, so the combined maximum is ₹1,00,000. It is available only under the old tax regime. Preventive health check-up up to ₹5,000 is included within the limit.

Self + family ₹25,000
Senior citizen ₹50,000
Combined max ₹1,00,000
New regime Not allowed
At a glance

Section 80D Deduction Limits — FY 2025-26

The deduction has two independent buckets — one for your own family and one for your parents. Each bucket depends on whether the eldest insured person in it is a senior citizen.

Who is insuredBelow 60Senior citizen (60+)Cash allowed?
Self + spouse + children₹25,000₹50,000No
Parents' premium₹25,000₹50,000No
Combined maximum₹50,000₹1,00,000
Preventive health check-up₹5,000₹5,000Yes
Medical expenditure — uninsured senior₹50,000Yes

The ₹5,000 preventive check-up is a sub-limit inside the ₹25,000/₹50,000, not extra. Under the Income-tax Act 2025 this deduction is renumbered as Section 126 from AY 2026-27; the limits are unchanged.

Not available in the new (default) regime

From FY 2025-26 the new regime under Section 115BAC is the default. Section 80D — like most Chapter VI-A deductions — is disallowed there. To claim 80D you must specifically opt for the old tax regime when filing your ITR.

Scope

What Section 80D Covers — and What It Does Not

Section 80D is available to resident and non-resident individuals and HUFs (not companies or firms). It covers premium paid for a defined set of family members.

  • Health insurance premium — self, spouse, children
  • Health insurance premium — parents (own or step-parents)
  • Contribution to CGHS or other notified central schemes
  • Top-up and super top-up health policies
  • Preventive health check-up (cash allowed, ₹5,000 sub-limit)
  • Medical expenditure for uninsured senior-citizen parents
Not covered under 80D

Life insurance premium (that is Section 80C), personal accident cover, insurance for in-laws or siblings, and general medical bill reimbursement (other than the uninsured-senior provision) are all outside Section 80D.

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The deciding factor

80D Under Old vs New Regime

Because 80D is an old-regime-only benefit, the real question is whether your total deductions justify choosing the old regime over the higher-slab, lower-deduction new regime.

Old

Old regime — 80D allowed

  • Claim up to ₹1,00,000 under 80D
  • Also 80C, HRA, home-loan interest, 80TTA
  • Worth it when total deductions are high
  • Must be opted for explicitly
vs
New

New regime — 80D blocked

  • No 80D health-insurance deduction
  • Lower slab rates, ₹75,000 standard deduction
  • Rebate u/s 87A up to ₹12L taxable income
  • Default from FY 2025-26

Compare both before you file — use the Old vs New Regime comparison and the Income Tax Calculator.

Worked example

How the ₹1,00,000 Maximum Works

Family all below 60

Self + spouse + kids₹25,000
Parents (below 60)₹25,000
Total 80D₹50,000

Self below 60, senior parents

Self + spouse + kids₹25,000
Senior-citizen parents₹50,000
Total 80D₹75,000

The full ₹1,00,000 is reached only when both the taxpayer (or spouse) and the parents are senior citizens — ₹50,000 + ₹50,000.

Filing

How to Claim Section 80D in Your ITR

  • Choose the old tax regime when filing — 80D is not available in the new regime.
  • Enter the self/family premium and the parents' premium separately under Chapter VI-A.
  • Flag whether any insured member or parent is a senior citizen (60+) to unlock the ₹50,000 limit.
  • Pay premium by non-cash mode (cheque, UPI, net-banking, card); only preventive check-up and uninsured-senior medical bills can be in cash.
  • Keep premium receipts, bank statements and check-up bills as proof.
Cash-payment trap

Health insurance premium paid in cash is disallowed under Section 80D. Always pay by a traceable digital mode. The cash exception applies only to the ₹5,000 preventive check-up and to medical expenditure on an uninsured senior citizen.

Not sure which regime saves you more with 80D and 80C?

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Government sourcesSection 80D text & rules: incometax.gov.in · Deduction limits: Section 80D, Income-tax Act 1961 (renumbered Section 126, Income-tax Act 2025) · New-regime exclusions: Section 115BAC, Income-tax Act 1961 · Senior-citizen medical expenditure: proviso to Section 80D(2)/(3)
People also ask

Frequently Asked Questions

Limits
What is the maximum deduction under Section 80D?
The maximum deduction under Section 80D is ₹1,00,000 per year. This is reached when both the taxpayer (self + spouse + children, with a senior member) and the parents are senior citizens — ₹50,000 for each bucket. If nobody is a senior citizen, the maximum is ₹50,000 (₹25,000 + ₹25,000). The preventive health check-up of ₹5,000 is included within these limits, not added on top.
How much health insurance premium can I claim under 80D?
You can claim up to ₹25,000 for premium on a policy covering yourself, your spouse and children (₹50,000 if any of them is 60 or older), plus a separate ₹25,000 for your parents' premium (₹50,000 if a parent is 60 or older). The two buckets are independent, so the combined claim can be ₹50,000 to ₹1,00,000 depending on ages.
I paid ₹30,000 premium for my family. How much can I claim?
If nobody in your family (self + spouse + children) is a senior citizen, the limit is ₹25,000, so you can claim only ₹25,000 even though you paid ₹30,000. If any covered member is 60 or older, the limit is ₹50,000 and you can claim the full ₹30,000.
What is the 80D limit for senior citizens?
For senior citizens (aged 60 or above), the Section 80D limit is ₹50,000 per bucket. So if you are a senior citizen and your parents are also senior citizens, you can claim ₹50,000 for your own policy and ₹50,000 for your parents — a total of ₹1,00,000.
Is the ₹5,000 preventive health check-up deduction extra?
No. The ₹5,000 preventive health check-up is a sub-limit within your overall 80D limit, not in addition to it. For example, within the ₹25,000 self-family limit, up to ₹5,000 can be for preventive check-ups. Preventive check-up is the one item that may be paid in cash.
New Regime
Is Section 80D available under the new tax regime?
No. Section 80D is not available under the new tax regime, which is the default from FY 2025-26. Like most Chapter VI-A deductions, health insurance premium relief is disallowed there. To claim 80D you must specifically opt for the old tax regime when filing your ITR.
Should I choose the old regime just to claim 80D?
Only if your total old-regime deductions (80C, 80D, HRA, home-loan interest, etc.) save more tax than the new regime's lower slab rates, ₹75,000 standard deduction and Section 87A rebate (up to ₹12 lakh taxable income). Compare both before filing; 80D alone rarely justifies the old regime unless combined with other deductions.
Has Section 80D changed under the Income-tax Act 2025?
The deduction has been renumbered — from AY 2026-27 it appears as Section 126 under the Income-tax Act 2025 — but the substance is unchanged. The limits (₹25,000 / ₹50,000, combined ₹1,00,000), the preventive check-up sub-limit and the old-regime-only condition all continue as before. Section 80D remains the familiar reference for search and planning.
Coverage
Can I claim 80D for my parents' health insurance if I am not the policyholder?
Yes, as long as you actually paid the premium and it was not paid in cash. Keep proof of payment (bank statement, UPI record, cancelled cheque). The policy being in your parents' name does not affect your eligibility, but the premium must be paid by you, not by your parents.
Can I claim 80D for my in-laws' health insurance?
No. Section 80D covers only yourself, your spouse, your children and your own parents (including step-parents). In-laws, siblings and grandparents are not covered. If you pay premium for your spouse's parents, you cannot claim it under Section 80D.
Is there a deduction if my senior-citizen parents have no health insurance but I paid their medical bills?
Yes. If your senior-citizen parents (60+) have no health insurance, medical expenditure incurred on them is deductible under Section 80D up to ₹50,000. This special provision covers seniors who cannot easily obtain insurance, and — unlike premium — this expenditure may be paid in cash.
Can HUFs and NRIs claim Section 80D?
Yes. Both resident and non-resident individuals and Hindu Undivided Families (HUFs) can claim Section 80D, provided they opt for the old tax regime. Companies, LLPs and partnership firms cannot claim it. An HUF can claim for premium paid on the health of any of its members.
Payment & Proof
Can I pay the health insurance premium in cash and claim 80D?
No. Health insurance premium paid in cash is disallowed under Section 80D. It must be paid by cheque, net banking, UPI, debit card or credit card. The only cash exceptions are the ₹5,000 preventive health check-up and medical expenditure on an uninsured senior citizen.
Does 80D cover life insurance or accident insurance premium?
No. Life insurance premium is claimed under Section 80C, not 80D. Personal accident cover and pure term-life policies are not health insurance and do not qualify for 80D. Only health/medical insurance premium and the specified check-up and senior-medical expenditure qualify.
What documents do I need to claim Section 80D?
Keep the health insurance premium receipt or certificate from the insurer, a bank/UPI statement showing non-cash payment, and — for preventive check-ups — the diagnostic bills (even if paid in cash). For uninsured-senior medical expenditure, retain the medical bills. These are not attached to the ITR but must be produced if the return is scrutinised.
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