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Old vs new tax regime: which one saves you money in AY 2026-27?

A friendly comparison of slabs, standard deduction, 80C/HRA rules, and 87A rebate — with Indian salary examples so you pick based on your numbers, not rumours.

9 min read · 2026-05-20

Think of it like two menus at the same restaurant

Old regime lets you order deductions — 80C, 80D, HRA, home-loan interest — but the base prices (slab rates) are higher.

New regime has lower slab rates and a bigger standard deduction on salary (₹75,000 for AY 2026-27), but most Chapter VI-A items are off the menu. A enhanced rebate u/s 87A can zero out tax for many middle incomes — see 87A in new regime.

You choose each year (with some lock-in rules for business income). Employers may default TDS to new regime — your filing choice can differ, which creates balance tax payable if old regime wins.

New regime — quick picture

Income slab (₹)Rate
Up to 3,00,000Nil
3,00,001 – 7,00,0005%
7,00,001 – 10,00,00010%
10,00,001 – 12,00,00015%
12,00,001 – 15,00,00020%
Above 15,00,00030%

Verify exact slabs in the Finance Act for your AY — budgets move numbers.

Generally not available in new regime: 80C, 80D, HRA exemption, most home-loan interest set-off. Often still available: employer 80CCD(2) NPS within limits.

Old regime — when it still wins

Old regime keeps higher slabs but allows:

Rule of thumb: if your total deductions exceed roughly ₹1.5–2 lakh in tax benefit, old regime deserves a serious look — but only on your rent and investment numbers.

Mini example: ₹10 lakh salary, ₹1.8L 80C, ₹25k 80D, strong HRA

New regime: taxable salary after ₹75k standard deduction, no 80C/HRA → moderate tax, possibly reduced by 87A depending on taxable income.

Old regime: higher slabs but lower taxable income after 80C, 80D, HRA → often lower net tax for renters with proof.

Do not copy this outcome — run both sides. New regime slabs detail has worked arithmetic.

What you should do

  1. List deductions you actually have proofs for, not what you plan to invest in March
  2. Include AIS interest — it changes taxable income and rebate eligibility
  3. Compare net tax payable side-by-side before locking regime on incometax.gov.in
  4. Use LastMinute regime compare on your Form 16 draft

Common mistake

Choosing regime from Form 16 default. Payroll assumed new regime for TDS; you file old regime with heavy 80C — tax payable surprise at filing. Pay challan before submit.

Another: Ignoring FD interest in AIS when evaluating 87A — extra ₹50k interest can push you over rebate cliff.

Seniors and special cases

Senior citizens get different slab thresholds — see expanded 80TTB / senior guide. Capital gains use special rates regardless — may push you to ITR-2.

FAQ

Can I switch regime every year? Many salaried individuals can — business/profession cases have opt-out lock-in; confirm for your situation.

Does HRA work in new regime? Generally not for typical salaried opt-in — HRA is an old-regime style exemption.

Compare regimes on your numbers · Read ITR-1 salaried guide

Related guides

Old vs new tax regime: which one saves you money in AY 2026-27? · LastMinute ITR