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Income-Tax Planning · FY 2025-26 (AY 2026-27)

Tax Saving Tips —
Legally Cut Your Income Tax

The deductions and exemptions that actually reduce your income tax — 80C, 80D, NPS, HRA and home-loan interest under the old regime — and what still saves tax under the default new regime.

Updated for FY 2025-26 CA Reviewed Old & New Regime
Rs 1.5L80C annual cap
Rs 50kextra NPS 80CCD(1B)
Rs 2Lhome-loan interest 24(b)
Rs 12Lnew-regime rebate 87A
Quick Answer

To save the most income tax in FY 2025-26 under the old regime: invest Rs 1.5 lakh in Section 80C (PPF, ELSS, EPF, LIC, home-loan principal), add Rs 50,000 in NPS under 80CCD(1B), pay health-insurance premium under 80D (up to Rs 1 lakh), claim HRA if you rent, and deduct home-loan interest up to Rs 2 lakh under Section 24(b). Under the new regime (default), you keep only the Rs 75,000 standard deduction, employer NPS under 80CCD(2), and the enhanced 87A rebate up to Rs 12 lakh taxable income.

80C Rs 1.5L
NPS 80CCD(1B) Rs 50k
80D health Rs 1L
24(b) interest Rs 2L
Choose the regime before you invest

The new tax regime is the default from FY 2023-24. It has lower slab rates and a Rs 75,000 standard deduction but disallows 80C, 80D, HRA and most deductions. Most of the tips below apply only to the old regime — so compare both regimes first and opt for the old one only if your deductions justify it.

The full list

Old Regime — Complete Tax-Saving Checklist

Every deduction below is available only under the old regime. Opt for the old regime in your ITR to claim them. Each row shows the section and the maximum benefit.

SectionWhat it coversMax deduction
80CPPF, ELSS, EPF/VPF, LIC, NSC, SSY, home-loan principal, tuition feesRs 1,50,000
80CCD(1B)Extra NPS Tier-1 contribution, over and above 80CRs 50,000
80DHealth-insurance premium (self + parents, senior-citizen higher)up to Rs 1,00,000
24(b)Home-loan interest on a self-occupied houseRs 2,00,000
10(13A)HRA exemption for salaried employees who pay rentVaries
80TTA / 80TTBSavings interest (all) / bank interest (senior citizens)Rs 10k / Rs 50k
80GDonations to approved funds (50% or 100%)Varies

Section numbers follow the Income-tax Act, 1961 (renumbered under the Income-tax Act, 2025 from AY 2026-27; limits unchanged). Old regime only.

  • Section 80C filled to Rs 1.5L (PPF / ELSS / EPF / LIC)
  • Rs 50,000 NPS under 80CCD(1B)
  • Health-insurance premium for self & parents (80D)
  • HRA exemption claimed with rent receipts & landlord PAN
  • Home-loan interest up to Rs 2L under 24(b)
  • Savings / FD interest under 80TTA or 80TTB
  • 80G donation receipts with registration number
  • Old regime selected before filing the ITR
The big decision

Old vs New Regime — Which Saves You More?

The new tax regime is the default and offers lower slab rates plus a full rebate up to Rs 12 lakh taxable income (Budget 2025). The old regime wins only when your deductions are large. Compare before locking money into tax-saving investments.

Old

Old regime — deductions allowed

  • Full Rs 1.5 lakh 80C deduction
  • 80D, 80CCD(1B), HRA, 24(b) interest all allowed
  • Standard deduction Rs 50,000 (salaried)
  • Best when total deductions are high
vs
New

New regime (default) — few deductions

  • No 80C, 80D, HRA or home-loan interest
  • Only 80CCD(2) employer NPS & 80JJAA allowed
  • Standard deduction Rs 75,000 (salaried)
  • Rebate u/s 87A up to Rs 12L taxable income
  • Simpler — best with few deductions
Do not chase deductions blindly

If your deductions (80C + 80D + home-loan interest + HRA) are modest, the new regime's lower rates, Rs 75,000 standard deduction and the Rs 12 lakh 87A rebate can beat the old regime even with no 80C at all. Run both numbers in our income-tax calculator before you invest.

Not sure which regime saves you more?

Compare regimes →
Worked example

How Much Tax Can You Actually Save?

Each deduction reduces taxable income, so the tax saved equals the deduction multiplied by your marginal slab rate (plus 4% cess). Here is the saving at the 30% slab for the two biggest levers.

80C + NPS maxed (30% slab)

80C deductionRs 1,50,000
80CCD(1B) NPSRs 50,000
Tax @ 30% + cess
Tax savedRs 62,400

Home loan 24(b) (30% slab)

Interest deductionRs 2,00,000
Tax @ 30%Rs 60,000
+ 4% cessRs 2,400
Tax savedRs 62,400

Add Rs 25,000+ of health-insurance premium under 80D and any HRA exemption, and a 30%-slab taxpayer with a home loan can legitimately save well over Rs 1.3 lakh in tax. See our income-tax slabs for the rate that applies to you.

Tax-saving investments make sense if

  • You are on the old regime with meaningful taxable income
  • You already pay EPF, LIC premium or a home-loan EMI
  • You want disciplined, tax-free long-term savings (PPF, SSY)
  • The investment fits your goals, not just the deadline

Reconsider if

  • The new regime saves you more overall
  • You would lock money in only to save tax
  • You need liquidity — most options have long lock-ins
  • You are buying poor-return insurance just for 80C
The default

What Still Saves Tax Under the New Regime

The new regime removes most deductions, but a few reliefs survive — and Budget 2025 made it far more attractive for middle incomes:

  • Standard deduction of Rs 75,000 for salaried employees and pensioners
  • Employer NPS contribution under Section 80CCD(2) — up to 14% of basic for government employees, 14% for private-sector employees in the new regime
  • Section 87A rebate — no tax up to Rs 12 lakh taxable income (Rs 12.75 lakh for salaried, with standard deduction)
  • Revised, wider slabs and higher TDS/TCS thresholds announced in Budget 2025
Verify the exact 80CCD(2) limit

The employer-NPS deduction under 80CCD(2) is a percentage of basic salary and the limits differ between the old and new regime and between government and private employers. Confirm the applicable percentage for your case before relying on it — see incometax.gov.in.

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Government sourcesDeductions & regimes: incometax.gov.in · Budget 2025 (rebate to Rs 12L, Rs 75k standard deduction): Finance Act 2025 · Section 80C / 80CCD / 80D / 24(b): Income-tax Act, 1961 (renumbered under the Income-tax Act, 2025) · Small-savings rates: Ministry of Finance quarterly notification
People also ask

Tax Saving — Frequently Asked Questions

Basics
How can I save income tax legally in FY 2025-26?
Under the old regime, use Section 80C (up to Rs 1.5 lakh in PPF, ELSS, EPF, LIC, home-loan principal), Rs 50,000 extra in NPS under 80CCD(1B), health-insurance premium under 80D, HRA exemption if you rent, and home-loan interest up to Rs 2 lakh under Section 24(b). Under the new regime you mainly get the Rs 75,000 standard deduction, employer NPS under 80CCD(2) and the 87A rebate up to Rs 12 lakh. Compare both regimes and pick the one with the lower total tax.
What is the maximum income tax I can save under the old regime?
At the 30% slab: 80C Rs 1.5L saves about Rs 46,800; NPS 80CCD(1B) Rs 50k saves about Rs 15,600; 80D up to Rs 1L saves up to Rs 31,200; home-loan interest under 24(b) Rs 2L saves about Rs 62,400 (all including 4% cess). Combined with HRA and 80G, a taxpayer with a home loan can save well over Rs 1.3 lakh in tax. The actual saving depends on your slab and which deductions you qualify for.
Is investing only to save tax a good strategy?
No. Tax saving should follow your financial goals, not drive them. ELSS gives market-linked growth plus 80C; PPF and SSY give safe, tax-free returns plus 80C. Avoid buying low-return endowment insurance or locking money in unsuitable products purely for the deduction — the tax saved rarely justifies a poor investment.
Can I still make tax-saving investments in March?
Yes, but last-minute investments should be in instantly available options such as ELSS or NPS online. PPF and small-savings contributions should be made well before the year-end for that year's credit. Any eligible investment made between 1 April and 31 March counts for that financial year. Do not rush cash insurance payments at the deadline.
Section 80C
What is the Section 80C limit and what qualifies?
Section 80C allows a deduction of up to Rs 1.5 lakh a year (old regime only). Eligible items include PPF, ELSS mutual funds, EPF/VPF (employee share), life-insurance premium, NSC, 5-year tax-saving FD, Sukanya Samriddhi, home-loan principal repayment and children's tuition fees. It is a single combined ceiling with 80CCC and 80CCD(1). See our detailed Section 80C guide.
Which is the best 80C investment for 2025-26?
It depends on your goal. For growth with the shortest lock-in: ELSS (3 years, market-linked). For safe, tax-free returns: PPF (7.1%, 15 years) or Sukanya Samriddhi (8.2%, girl child). For guaranteed medium-term: NSC or a 5-year tax-saving FD. Many salaried people already fill part of the limit through EPF and home-loan principal, so top up only the balance.
Is the extra Rs 50,000 NPS deduction separate from 80C?
Yes. Section 80CCD(1B) gives an additional deduction of up to Rs 50,000 for your own NPS Tier-1 contribution, over and above the Rs 1.5 lakh 80C ceiling — so a taxpayer can deduct up to Rs 2 lakh in total. Like 80C, it is available only under the old regime.
Health & HRA
How much can I claim under Section 80D for health insurance?
Under the old regime, 80D allows Rs 25,000 for premiums covering self, spouse and children (Rs 50,000 if any insured is a senior citizen), plus a further Rs 25,000 for parents (Rs 50,000 if parents are senior citizens). A preventive health check-up of up to Rs 5,000 is included within these limits. The maximum is Rs 1 lakh when both you and your parents are senior citizens.
How is HRA exemption calculated?
HRA exemption (Section 10(13A), old regime) is the least of: actual HRA received; rent paid minus 10% of basic salary; and 50% of basic (metro) or 40% (non-metro). You need rent receipts and, if annual rent exceeds Rs 1 lakh, the landlord's PAN. You can pay rent to parents, but they must declare that rent as income in their own return.
Can I claim HRA and a home loan at the same time?
Yes, in genuine cases. If you rent where you work and own a home in another city (or it is let out or under construction), you can claim both HRA exemption and home-loan interest under Section 24(b). Both must be bona fide — the tax department scrutinises HRA claimed alongside a self-occupied home in the same city.
Home Loan
What tax benefits does a home loan give?
Under the old regime: interest up to Rs 2 lakh a year on a self-occupied house under Section 24(b); principal repayment within the Rs 1.5 lakh 80C limit; and stamp duty and registration charges under 80C in the year of purchase. First-time-buyer benefits such as 80EEA applied to loans sanctioned within specified windows — verify whether any such scheme is available for your loan on incometax.gov.in.
Regime
Should I choose the old or new regime to save tax?
Compare both. As a rough guide, the old regime usually wins when your total deductions (80C + 80D + HRA + home-loan interest) are large relative to income; the new regime — with lower rates, a Rs 75,000 standard deduction and the 87A rebate up to Rs 12 lakh taxable income — often wins for those with few deductions. Use an old-vs-new calculator each year before deciding.
What deductions are available in the new tax regime?
Very few. The new regime allows the Rs 75,000 standard deduction for salaried taxpayers, the employer's NPS contribution under 80CCD(2), and the Section 80JJAA deduction for new employment. It does not allow 80C, 80D, 80CCD(1B), HRA or home-loan interest on a self-occupied house. Budget 2025 also made income up to Rs 12 lakh effectively tax-free via the 87A rebate.
Is income up to Rs 12 lakh really tax-free now?
Under the new regime, Budget 2025 raised the Section 87A rebate so that resident individuals with taxable income up to Rs 12 lakh pay no income tax (about Rs 12.75 lakh for salaried taxpayers after the Rs 75,000 standard deduction). This rebate does not apply to income taxed at special rates such as capital gains, and the old-regime 87A rebate remains at the earlier, lower limit. Verify the current figures before relying on them.
Other
Can I claim deduction on savings-account and FD interest?
Under the old regime, Section 80TTA allows up to Rs 10,000 on savings-account interest for individuals below 60. Senior citizens instead get Section 80TTB, up to Rs 50,000 on savings and fixed-deposit interest combined. These deductions are not available under the new regime.
How do I claim these deductions when filing my ITR?
Select the old regime, then enter each deduction in the Chapter VI-A / Deductions schedule of your ITR (80C, 80CCD(1B), 80D, 80TTA, 80G) and the home-loan interest under house-property income. Keep proofs — investment statements, premium receipts, the loan interest certificate and rent receipts — and submit Form 12BB to your employer during the year so TDS on salary is reduced.
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