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Deduction Guide · AY 2026-27

Section 80E —
Education Loan Interest Deduction

The full-interest, no-cap deduction on education loans: who can claim it, which loans and courses qualify, the 8-year window, and why it works only in the old tax regime.

Updated for AY 2026-27 CA Reviewed Old Regime Only
100%Of interest paid
No CapOn amount claimed
8 yrsMaximum period
OldRegime only
Quick Answer

Section 80E lets you deduct 100% of the interest paid on an education loan — with no upper limit. The loan must be taken from a bank or approved financial institution for the higher education of yourself, your spouse, your children or a student for whom you are the legal guardian. Only interest qualifies (not the principal), the benefit runs for a maximum of 8 consecutive years from the year you start repaying, and it is available only under the old tax regime.

Deduction 100% interest
Upper limit None
Max period 8 years
Regime Old only
At a glance

Section 80E — Key Facts

Everything that defines the deduction in one table, current for FY 2025-26 (AY 2026-27).

ParameterDetails
Deduction amount100% of interest — no upper limit
Principal componentNot deductible — interest only
Maximum period8 consecutive years from first repayment year
Who can claimIndividual only — not HUF, firm or company
Student beneficiarySelf, spouse, children, or a student you are legal guardian of
CourseAny higher education — in India or abroad
LenderScheduled bank, approved financial institution or notified charitable institution
Tax regimeOld regime only — not the new default regime

Section 80E was not changed by Union Budget 2025. Under the Income-tax Act, 2025 (effective AY 2026-27) the same benefit is re-numbered but its conditions are unchanged.

Only interest qualifies — never the principal

Section 80E covers the interest portion of your EMIs only. The principal repayment on an education loan gets no deduction under any section. Use the interest certificate your bank issues each year — it splits interest from principal so you claim the correct figure.

Who & what qualifies

Eligible Loans, Lenders & Courses

Only an individual can claim Section 80E, and the loan must be in that individual’s name for the higher education of self, spouse, children or a legal ward. The lender matters as much as the borrower.

Lender typeEligible?Examples
Scheduled commercial banksYesSBI, HDFC Bank, ICICI, Axis, Bank of Baroda
Public financial institutionsYesSIDBI, NHB, NABARD
Notified charitable institutionsYesInstitutions approved u/s 10(23C) / 80G
Cooperative banksNo*Most urban cooperative banks not approved
NBFCsNo*Not eligible unless specifically notified
Employer / relatives / friendsNoInformal or company-sponsored loans do not qualify

* Verify the lender is a “financial institution” approved for Section 80E before relying on the deduction.

You can claim 80E if

  • You are an individual repaying an education loan interest
  • The loan is from a bank or approved financial institution
  • It funds higher education of self, spouse, children or your ward
  • You are filing under the old tax regime

You cannot claim 80E if

  • The borrower is a HUF, firm or company
  • The loan is from an employer, relative or friend
  • You are only repaying principal (no interest in the year)
  • You have opted for the new (default) tax regime
The 8-year window

How Long Can You Claim Section 80E?

The deduction is available for a maximum of 8 consecutive assessment years, counted from the year you begin repaying interest — not from the year the loan was sanctioned or the course started.

  • The clock starts in the first year interest is paid.
  • If the loan is fully repaid before 8 years, the benefit ends with the last interest payment.
  • If interest is still being paid after 8 years, no deduction is allowed from year 9 onwards.

Old regime · 30% slab

Education loan interest paid₹2,00,000
80E deduction (100%)₹2,00,000
Tax rate (incl. cess ~31.2%)31.2%
Tax saved₹62,400

New regime · same interest

Education loan interest paid₹2,00,000
80E deduction allowed₹0
Tax rate
Tax saved₹0
Weigh the regime before you file

If you have a large education loan interest outgo, the old regime plus 80E can beat the new regime’s lower slabs. Run both — with all your deductions (80C, 80D, HRA, home-loan interest) — before you lock a regime for the year. Our team compares both for you at filing.

Not sure which regime saves you more with 80E in the mix?

Compare with an Expert →
Regime check

Section 80E — Old vs New Regime

Old regime — 80E allowed

  • 100% of education loan interest deductible
  • Stacks with 80C, 80D, HRA, home-loan interest
  • Best when total deductions are high
vs

New regime — 80E blocked

  • Section 80E and most Chapter VI-A deductions not allowed
  • Only 80CCD(2) employer NPS & 80JJAA survive
  • Lower slabs + ₹75,000 standard deduction instead

The new regime is the default from FY 2023-24, and its rebate under Section 87A now makes income up to ₹12 lakh taxable effectively tax-free. But it switches off Section 80E — so a borrower with heavy interest may still be better off in the old regime.

Filing steps

How to Claim Section 80E in Your ITR

Get certificateBank interest certificate for the year
Choose old regime80E only works under the old regime
Enter in Schedule VI-AReport interest under Section 80E
File & keep proofRetain the certificate for records

While filing, go to Schedule VI-A (Deductions) → Section 80E and enter the total interest paid during the financial year from your bank’s interest certificate. No document upload is needed at filing, but keep the certificate safely. If your employer did not account for 80E in your Form 16 TDS, you can still claim it directly in your return.

  • Interest certificate from the lending bank/institution
  • Loan sanction letter (borrower & purpose)
  • Proof of admission to a higher-education course
  • Confirmation you are filing under the old regime
Government sourcesSection 80E, Income-tax Act 1961: incometax.gov.in · ITR filing & Schedule VI-A: e-Filing portal · Deduction re-numbered under the Income-tax Act, 2025 (eff. AY 2026-27) · Old vs new regime deduction list: CBDT / Budget 2025 documents
People also ask

Section 80E — Frequently Asked Questions

Basics
What is the Section 80E deduction for an education loan?
Section 80E of the Income-tax Act allows an individual to deduct 100% of the interest paid on an education loan taken for higher education. There is no upper limit on the amount — the entire interest paid in the year is deductible. The loan must be from a bank or approved financial institution for the higher education of yourself, your spouse, your children, or a student for whom you are the legal guardian. Only the interest qualifies, not the principal.
Is there any maximum limit on the Section 80E deduction?
No. Unlike Section 80C (capped at ₹1.5 lakh) or 80D, Section 80E has no upper limit. You can claim 100% of the education loan interest actually paid during the financial year, however large it is. The only cap is on time — the deduction is available for a maximum of 8 consecutive years.
Can I claim the principal repayment under Section 80E?
No. Section 80E covers only the interest portion of your education loan EMIs. The principal repayment does not qualify for any deduction. Your bank's annual interest certificate separates interest from principal so you claim only the eligible interest amount.
Regime
Is Section 80E available in the new tax regime?
No. Section 80E is not available under the new (default) tax regime from FY 2023-24 onwards. Like most Chapter VI-A deductions, it can be claimed only if you opt for the old tax regime. Only a few deductions such as 80CCD(2) employer NPS and 80JJAA survive in the new regime; 80E is not among them.
Should I stay in the old regime just to claim 80E?
It depends on your total deductions. If you have large education loan interest plus other deductions (80C, 80D, HRA, home-loan interest), the old regime with 80E can beat the new regime's lower slabs. But the new regime now makes income up to ₹12 lakh effectively tax-free via the Section 87A rebate. Compare tax under both regimes with all your deductions before deciding.
Eligibility
Which loans qualify for Section 80E?
Loans from scheduled banks (SBI, HDFC, ICICI, Axis, etc.), public financial institutions (SIDBI, NABARD, NHB) and notified charitable institutions qualify. Loans from employers, relatives, friends, most cooperative banks and most NBFCs do not qualify unless the lender is specifically approved as a financial institution for Section 80E.
Does Section 80E cover higher education abroad?
Yes. Section 80E applies to any higher-education course, whether pursued in India or abroad — graduation, post-graduation, professional and vocational courses all qualify, provided the loan was taken from an eligible lender for that education.
Can I claim 80E for my spouse's or child's education loan?
Yes, if you are the individual who took the loan and is repaying the interest. Section 80E is available where the loan funds the higher education of yourself, your spouse, your children, or a student for whom you are the legal guardian. The person claiming the deduction must be the borrower repaying the interest.
Can a HUF or company claim Section 80E?
No. Section 80E is available only to an individual. A HUF, partnership firm or company cannot claim it. The individual must be the borrower on the education loan and must actually pay the interest.
Duration
For how many years can I claim Section 80E?
For a maximum of 8 consecutive years, starting from the year you begin paying interest — not the year you took the loan. If the loan is fully repaid before 8 years, the benefit ends with the last interest payment. If interest continues beyond 8 years, no deduction is allowed from the 9th year onward.
When does the 8-year period start?
It starts in the first assessment year in which you actually pay interest on the education loan, regardless of when the loan was sanctioned or the course began. Many loans have a moratorium period, so the 8-year window typically starts after the course ends and repayment begins.
Claiming
How do I claim Section 80E while filing my ITR?
While filing your ITR under the old regime, go to Schedule VI-A (Deductions), select Section 80E, and enter the total interest paid during the financial year from your bank's interest certificate. No document upload is needed at filing, but keep the certificate for your records in case of scrutiny.
What documents do I need to claim Section 80E?
You need the interest certificate from the lending bank or institution showing interest paid during the year. It also helps to keep the loan sanction letter and proof of admission to the course. These are not uploaded at filing but should be retained in case the return is selected for scrutiny.
My employer did not consider 80E in Form 16 — can I still claim it?
Yes. If your employer did not account for Section 80E while computing TDS in Form 16, you can still claim the deduction directly in your ITR. Enter the eligible interest under Schedule VI-A. Any excess TDS is refunded once your return is processed.
Under the Income-tax Act, 2025, does 80E still exist?
Yes. The new Income-tax Act, 2025 (effective AY 2026-27) re-numbers the sections but retains the education loan interest deduction with the same conditions — 100% of interest, no cap, up to 8 years, and available under the old regime option only. The familiar "Section 80E" reference continues to describe this benefit.
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