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TAX GUIDE 2026

Tax Deductions Guide 2026

Legal ways to reduce your taxable income and maximize take-home pay — from standard deductions to pre-tax benefits.

Standard vs. Itemized Deductions

Standard Deduction (Most People)

Single$15,000
Married Filing Jointly$30,000
Head of Household$22,500
65+ / Blind (extra)+$1,950

Take this if your itemized deductions total less than these amounts. Most Americans use the standard deduction.

Itemized Deductions (Higher Earners)

  • Mortgage interestUp to $750K loan
  • State & local taxes (SALT)Capped at $10,000
  • Charitable contributionsUp to 60% AGI
  • Medical expensesOver 7.5% AGI
  • Investment interestNet investment income

Pre-Tax Benefits — Reduce Gross Income Before Tax

Benefit 2026 Limit Tax Savings (22% bracket) Best For
401k / 403b Contribution$23,500$5,170/yrEveryone with access
401k Catch-Up (age 50+)$31,000$6,820/yrOver 50
HSA (HDHP required)$4,300 / $8,550$946–$1,881/yrHealthy, younger workers
FSA (Flexible Spending)$3,300$726/yrPredictable medical costs
Dependent Care FSA$5,000$1,100/yrParents paying for childcare
Commuter Benefits$330/mo$871/yrUrban employees

How Pre-Tax Benefits Affect Gross vs Net Pay

Example: $90,000 salary, single filer in Texas, 22% federal bracket

Without Pre-Tax Benefits

Gross Salary$90,000
Federal Tax (~22%)-$14,200
FICA (7.65%)-$6,885
Take-Home$68,915

With Max Pre-Tax Benefits

Gross Salary$90,000
401k ($23,500) + HSA ($4,300)-$27,800
Taxable Income$62,200
Federal Tax (~18%)-$8,340
FICA (on lower income)-$4,758
Take-Home$49,102

You save $7,808/yr in taxes. The $27,800 goes to tax-advantaged accounts — still yours.

Above-the-Line Deductions (Everyone Can Use)

Student Loan Interest

Deduct up to $2,500 of student loan interest per year — no itemizing required. Phase-out starts at $75,000 income (single).

IRA Contributions

Traditional IRA contributions up to $7,000/year ($8,000 if 50+) are deductible if you meet income limits and don't have a workplace plan.

Self-Employment Tax Deduction

Self-employed? Deduct half of your self-employment tax (7.65% of net earnings) directly from gross income.

Health Insurance Premiums (Self-Employed)

Self-employed individuals can deduct 100% of health insurance premiums for themselves and their family above the line.

Calculate Your Real Take-Home After Deductions

See how much you keep after all taxes with our free gross-to-net salary calculator.

Calculate Take-Home Pay — Free →