Finance

Old vs new tax regime: which one leaves you with more?

Both slab tables side by side, the §87A rebate and its marginal relief explained, and the one number that actually decides it — how much in deductions you need before the old regime wins at your income.

By Siazly Published 9 min read

The choice is annual and it is yours. The new regime gives you wider slabs and a large rebate but strips out almost every deduction; the old regime keeps the deductions but taxes you sooner. Which one wins comes down to a single number: how much you can actually deduct.

This guide gives you that number for your income band.

The two slab tables (FY 2026-27)

New regime — the default

Taxable incomeRate
Up to ₹4,00,000Nil
₹4,00,001 – ₹8,00,0005%
₹8,00,001 – ₹12,00,00010%
₹12,00,001 – ₹16,00,00015%
₹16,00,001 – ₹20,00,00020%
₹20,00,001 – ₹24,00,00025%
Above ₹24,00,00030%

Standard deduction ₹75,000. §87A rebate makes tax nil up to ₹12,00,000 of taxable income — which, with the standard deduction on top, means a salary up to ₹12,75,000 pays no income tax at all. Surcharge is capped at 25% under §115BAC. Cess is 4% on top of everything.

Old regime — deductions kept

Taxable incomeRate
Up to ₹2,50,000Nil
₹2,50,001 – ₹5,00,0005%
₹5,00,001 – ₹10,00,00020%
Above ₹10,00,00030%

Standard deduction ₹50,000, rebate only up to ₹5,00,000, and a top surcharge band of 37%. In exchange you keep 80C (₹1.5 lakh), 80D, 80CCD(1B) (₹50,000), HRA exemption, LTA, and home-loan interest under §24(b) (₹2 lakh).

The number that decides it

Below ₹12,75,000 of salary the question is moot: the new regime charges nothing, and the best the old regime can do is match it. Above that, here is how much you need to deduct before the old regime catches up.

Gross salary Tax — new regime Deductions needed to break even
₹15,00,000 ₹97,500 ₹5,43,748
₹18,00,000 ₹1,50,800 ₹6,41,666
₹20,00,000 ₹1,92,400 ₹7,08,332
₹25,00,000 ₹3,19,800 ₹7,99,999
₹30,00,000 ₹4,75,800 ₹7,99,999
₹40,00,000 ₹7,87,800 ₹7,99,999
₹50,00,000 ₹10,99,800 ₹7,99,999

Read it as a threshold. At ₹15,00,000 you need about ₹5,43,748 in deductions before the old regime is even level — anything less and the new regime is simply cheaper. Deductions here means everything beyond the old regime's own standard deduction: 80C, 80D, 80CCD(1B), HRA exemption, home-loan interest, the lot.

A reality check on those thresholds. Maxed 80C (₹1,50,000) plus NPS (₹50,000) plus family health cover (₹50,000) comes to ₹2,50,000 — less than half of what the ₹15 lakh row needs. Adding HRA gets you closer but rarely all the way, because the exemption is capped by the HRA you actually receive. In practice it takes a running home loan to clear these numbers, which is why the new regime is the default.

The ₹12 lakh cliff that isn't

A common worry: if tax is nil up to ₹12,00,000, does earning one rupee more trigger the full slab bill? No — §87A carries marginal relief, which caps tax just past the ceiling at the amount by which you crossed it.

Taxable incomeTax payableEffective rate
₹12,00,000 ₹0 0.0%
₹12,10,000 ₹10,400 0.9%
₹12,50,000 ₹52,000 4.2%
₹12,75,000 ₹74,100 5.8%
₹13,00,000 ₹78,000 6.0%

Tax rises gradually from zero rather than jumping. A raise never leaves you worse off — and any calculator that shows it doing so has skipped marginal relief. (The figures above include the 4% cess, which is charged on the relieved amount, so the first row past the ceiling is marginally above the excess itself.)

So which should you pick?

  • Salary under ₹12,75,000 — new regime. Nil tax, nothing to prove, no rent receipts to collect.
  • Renting, even in a metro — probably still the new regime, which surprises people. HRA exemption is capped at the HRA you actually receive, and on a conventional 40%-basic structure that is only about 20% of CTC. Worked through on a ₹18 lakh package with ₹40,000 monthly rent, the old regime still loses — see the CTC breakdown for that calculation.
  • Paying a home loan — this is the case that genuinely flips it. ₹2 lakh of §24(b) interest, plus principal inside 80C, plus HRA if you rent elsewhere, is what gets you past the thresholds in the table above.
  • Everyone else — the new regime, and it is not close.

Rather than estimate, put your own package in: the CTC salary calculator computes both regimes side by side from your actual basic split, rent, state and 80C/80D figures, and tells you which one leaves more in your account each month. If the CTC-versus-take-home gap is what brought you here, the companion guide walks through where the rest of your package goes.

Frequently Asked Questions

Which tax regime is better, old or new?

It depends entirely on how much you can deduct. The new regime has wider slabs and a larger rebate but allows almost no deductions; the old regime keeps 80C, 80D, HRA and home-loan interest but taxes you sooner. On a conventional salary structure the new regime wins for most people — and by more than expected, because HRA exemption is capped at the HRA you actually receive. A running home loan is the case that most reliably flips it.

Is income up to ₹12 lakh really tax-free under the new regime?

Taxable income up to ₹12,00,000 attracts nil tax thanks to the §87A rebate. With the ₹75,000 standard deduction on top, that means a salary up to ₹12,75,000 pays no income tax. Above that, tax is charged on the amount over the threshold — not on the whole income.

What happens if I earn just over ₹12 lakh?

Nothing dramatic. §87A carries marginal relief: just past the ceiling, tax is capped at the amount by which your income exceeded it. So a small raise costs you a small amount of tax, never more than the raise itself. A calculator showing a raise leaving you worse off has omitted marginal relief.

Can I switch between the old and new tax regime?

Salaried taxpayers without business income may choose afresh each financial year when filing. Your employer deducts TDS based on the regime you declare at the start of the year, but you can still switch when you file your return and claim the difference as a refund.

How much do I need in deductions for the old regime to be worth it?

At ₹15 lakh gross salary you need roughly ₹5.4 lakh of deductions before the old regime even draws level, and the threshold climbs with income. Maxed 80C (₹1.5L) plus NPS (₹50k) plus health cover (₹50k) is only ₹2.5 lakh — so clearing the bar realistically needs home-loan interest under §24(b), not rent alone.

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