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Chapter 2Filing ITR-1 — step by step

Old vs New regime — the decision before you file

In this chapter: Slab-by-slab comparison for FY 2024-25 and FY 2025-26 · Which regime suits which deduction profile · The default regime and the option to switch each year · A simple rule of thumb that gets it right 90% of the time

~3 min readLayer 1 · Financial LiteracyFree
Foundation

Since FY 2023-24, the New tax regime (lower slabs, fewer deductions) is the default. The Old regime (higher slabs but allows 80C, 80D, HRA, LTA, home-loan interest, and more) must be actively chosen each year. Salaried filers can switch between regimes freely each year; self-employed filers can switch only once. Choosing the wrong regime can cost ₹20,000-1L+ depending on income and deductions.

Deep Dive

Quick comparison for FY 2025-26 (illustrative, verify current slabs): New regime has slabs starting at 0% up to ₹3L, then graded up to 30% above ₹15L. Standard deduction of ₹75,000 for salaried. Old regime: 0% up to ₹2.5L, 5% to ₹5L, 20% to ₹10L, 30% above. Standard deduction of ₹50,000. The Old regime allows 80C (₹1.5L), 80D (₹25-1L), HRA, home-loan interest (up to ₹2L for self-occupied), and others. The break-even depends on your deductions: if you genuinely use ₹2L+ of 80C/D/HRA/home-loan deductions, Old usually wins. Otherwise New.

Advanced

The 90% rule: if your total deductions (including HRA, 80C, 80D, NPS, home-loan interest) exceed roughly ₹3.75L for someone in the 20-30% bracket, Old regime tends to win. Below that, New regime wins. Test both on the income-tax department's comparison utility before filing — it is free and gives the exact answer. Also note: the New regime's lower rebate threshold (income up to ₹7L for FY 2024-25 results in zero tax under Section 87A) makes it especially attractive for sub-₹7L incomes regardless of deduction profile.

Educational purposes only. The numbers, returns, and examples used in this lesson are illustrative. Past performance does not guarantee future results. Mutual fund and securities investments are subject to market risks. This lesson is not investment advice; for advice tailored to your circumstances, consult a SEBI-registered Investment Adviser. Read our full disclaimer.