Tax Planning income tax slabs 2026-27tax slabs FY 2026-27new regime slabsold regime slabsSection 87A rebatesurcharge ratescapital gains taxtax year 2026-27Income Tax Act 2025marginal relief

Income Tax Slabs FY 2026-27: New Regime vs Old Regime — Complete Rate Table with Surcharge, Cess & Rebate

FY 2026-27 tax slabs: 0% up to Rs 4L, 5% to Rs 8L, 10% to Rs 12L under new regime. Zero tax up to Rs 12.75L salary. Old regime: 5% above Rs 2.5L. Full tables.

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The Slabs Did Not Change. The Entire Law Did. Here Is What Applies to Your Income from April 2026.

Budget 2026 did not touch income tax slab rates. Not one bracket moved. Not one rebate was adjusted. If you are searching for “new tax slabs FY 2026-27,” the honest answer is: they are the same as FY 2025-26.

But something far bigger changed. The Income Tax Act 1961 — the law that governed your taxes for 63 years — was replaced by the Income Tax Act 2025 on April 1, 2026. Every section number is different. Every form number is different. The concept of “Assessment Year” no longer exists.

This guide gives you the complete rate tables for FY 2026-27, the rebate and surcharge math most articles skip, and the structural changes that will actually affect your filing.


New Tax Regime Slabs — FY 2026-27

The new regime under Section 202 (formerly Section 115BAC) is the default regime. You do not need to opt in.

Taxable IncomeTax RateTax on This Slab
Up to Rs 4,00,000NilRs 0
Rs 4,00,001 – Rs 8,00,0005%Rs 20,000
Rs 8,00,001 – Rs 12,00,00010%Rs 40,000
Rs 12,00,001 – Rs 16,00,00015%Rs 60,000
Rs 16,00,001 – Rs 20,00,00020%Rs 80,000
Rs 20,00,001 – Rs 24,00,00025%Rs 1,00,000
Above Rs 24,00,00030%

Total tax on Rs 24 lakh taxable income: Rs 3,00,000 + 4% cess = Rs 3,12,000

Section 87A Rebate

  • Taxable income up to Rs 12,00,000 → rebate of Rs 60,000 → zero tax
  • Salaried individuals: Rs 75,000 standard deduction → salary up to Rs 12,75,000 = zero tax
  • Rebate does NOT apply to capital gains, crypto income, or other special-rate income

Marginal Relief (Rs 12L – Rs 12.75L)

If your taxable income is between Rs 12,00,001 and Rs 12,75,000, marginal relief ensures your tax does not exceed the amount by which income exceeds Rs 12 lakh.

Taxable IncomeTax Without ReliefTax With Marginal ReliefYou Save
Rs 12,01,000Rs 61,500Rs 1,040Rs 60,460
Rs 12,10,000Rs 62,920Rs 10,400Rs 52,520
Rs 12,25,000Rs 65,000Rs 26,000Rs 39,000
Rs 12,50,000Rs 68,640Rs 52,000Rs 16,640
Rs 12,75,000Rs 71,250Rs 71,250Rs 0

Note: Most payroll systems do not apply marginal relief in monthly TDS. You may see over-deduction through the year, recoverable only at ITR filing.


Old Tax Regime Slabs — FY 2026-27

The old regime is available only if you actively opt in. You must file your return by July 31, 2026 to choose old regime — belated returns are forced into new regime.

Individuals Below 60 Years

Taxable IncomeTax Rate
Up to Rs 2,50,000Nil
Rs 2,50,001 – Rs 5,00,0005%
Rs 5,00,001 – Rs 10,00,00020%
Above Rs 10,00,00030%

Senior Citizens (60–80 Years)

Taxable IncomeTax Rate
Up to Rs 3,00,000Nil
Rs 3,00,001 – Rs 5,00,0005%
Rs 5,00,001 – Rs 10,00,00020%
Above Rs 10,00,00030%

Super Senior Citizens (80+ Years)

Taxable IncomeTax Rate
Up to Rs 5,00,000Nil
Rs 5,00,001 – Rs 10,00,00020%
Above Rs 10,00,00030%

Old regime Section 87A rebate: Rs 12,500 for taxable income up to Rs 5 lakh.


Surcharge Rates — FY 2026-27

Surcharge is levied on income tax (before cess) and varies by regime.

Total IncomeNew Regime SurchargeOld Regime Surcharge
Up to Rs 50 lakhNilNil
Rs 50L – Rs 1 crore10%10%
Rs 1 crore – Rs 2 crore15%15%
Rs 2 crore – Rs 5 crore25%25%
Above Rs 5 crore25% (capped)37%

The surcharge cap at 25% under new regime is one of the strongest reasons high-income earners prefer it. The effective top tax rate:

  • New regime: 30% tax + 25% surcharge + 4% cess = 39%
  • Old regime: 30% tax + 37% surcharge + 4% cess = 42.74%

Health and education cess remains at 4% on total tax + surcharge in both regimes.


Capital Gains Tax Rates — FY 2026-27

Capital gains are taxed identically in both regimes. Your regime choice does not change these rates.

Asset TypeHolding Period for LTCGSTCG RateLTCG RateExemption
Listed equity shares> 12 months20%12.5%Rs 1.25L/year
Equity mutual funds> 12 months20%12.5%Rs 1.25L/year
Debt mutual fundsAnySlab rateSlab rateNone
Gold / gold ETFs> 24 monthsSlab rate12.5%None
Property> 24 monthsSlab rate12.5% (no indexation)Section 54/54F

Key rules:

  • LTCG exemption of Rs 1.25 lakh is per financial year across all listed equity and equity MF combined
  • Long-term capital losses can ONLY offset long-term capital gains — not short-term
  • Section 87A rebate does NOT zero out capital gains taxed at special rates
  • Indexation benefit on property removed from July 23, 2024 — LTCG flat 12.5%

Tax Computation Examples — FY 2026-27

Example 1: Rs 10 Lakh Salary (Salaried, No Other Income)

New RegimeOld Regime
Gross salaryRs 10,00,000Rs 10,00,000
Standard deductionRs 75,000Rs 50,000
80C (EPF + PPF)Not allowedRs 1,50,000
80D (health insurance)Not allowedRs 25,000
Taxable incomeRs 9,25,000Rs 7,75,000
Tax before rebateRs 32,500Rs 67,500
87A rebateRs 32,500Rs 0
Tax after rebateRs 0Rs 67,500
Cess (4%)Rs 0Rs 2,700
Total taxRs 0Rs 70,200

New regime wins by Rs 70,200. At Rs 10L salary, old regime cannot compete even with full deductions.

Example 2: Rs 20 Lakh Salary (Salaried, Home Loan + Full Deductions)

New RegimeOld Regime
Gross salaryRs 20,00,000Rs 20,00,000
Standard deductionRs 75,000Rs 50,000
HRA exemptionNot allowedRs 2,40,000
80CNot allowedRs 1,50,000
80DNot allowedRs 50,000
80CCD(1B) NPSNot allowedRs 50,000
Home loan Sec 24(b)Not allowedRs 2,00,000
Employer NPS 80CCD(2)Rs 1,40,000Rs 1,40,000
Taxable incomeRs 17,85,000Rs 11,20,000
TaxRs 1,53,750Rs 1,24,800
Cess (4%)Rs 6,150Rs 4,992
Total taxRs 1,59,900Rs 1,29,792

Old regime wins by Rs 30,108 — but only with Rs 6.9 lakh in actual deductions claimed. Without the home loan and HRA, new regime wins.

Example 3: Rs 50 Lakh Salary

New RegimeOld Regime
Taxable income (after deductions)Rs 47,25,000Rs 39,50,000
Tax + surcharge + cessRs 11,07,900Rs 10,22,100

At Rs 50L, old regime wins only with maximum deductions (Rs 8L+). Most earners at this level do not have Rs 8L in genuine deductions. And above Rs 50L, the surcharge differential (25% vs 37%) tilts new regime permanently ahead.


What Changed from FY 2025-26 to FY 2026-27

What Did NOT Change

  • All slab rates (both regimes)
  • Section 87A rebate limits (Rs 60,000 new / Rs 12,500 old)
  • Standard deduction (Rs 75,000 new / Rs 50,000 old)
  • Surcharge rates and caps
  • Health and education cess (4%)
  • Capital gains rates
  • Employer NPS deduction (14% of basic+DA)

What DID Change

ChangeFY 2025-26FY 2026-27
Governing lawIncome Tax Act 1961Income Tax Act 2025
Year terminologyAY 2026-27Tax Year 2026-27
Section 80C referenceSection 80CSection 123
New regime sectionSection 115BACSection 202
Total sections in Act819536
TDS provisions60+ separate sections3 sections (392, 393, 394)
Salary TDS certificateForm 16Form 130
Non-salary TDS certificateForm 16AForm 131
TDS nil declarationForm 15G / 15HForm 121
Annual tax statementForm 26ASForm 168
Total forms399190

For the complete section-by-section mapping, read our Income Tax Act 2025 vs 1961 guide.


Deductions Available Under Each Regime — FY 2026-27

New Regime (Section 202)

DeductionLimitNotes
Standard deductionRs 75,000Automatic, no proof needed
Employer NPS — 80CCD(2)14% of basic+DASingle most powerful deduction
Employer EPF12% of basicTax-free up to combined Rs 7.5L
Meal vouchersRs 200/meal~Rs 1.05L/year (from April 2026)
Gift/festival vouchersRs 15,000/yearEmployer-provided
Let-out property interestNo limitSection 24(b), rental property only
Family pensionRs 25,000For pension recipients
Gratuity/leave encashmentExempt on retirementLimits apply
Agniveer corpusAs applicableMilitary scheme

For detailed strategies on maximizing these deductions, read our guide to saving tax under new regime.

Old Regime

All new-regime deductions plus:

DeductionSection (New Act)Limit
PPF, ELSS, EPF, LICSec 123 (old 80C)Rs 1,50,000
Health insuranceSec 125 (old 80D)Rs 25,000 – Rs 1,00,000
HRA exemptionSchedule IIBased on rent paid
Self-occupied home loan interestSec 24(b)Rs 2,00,000
NPS self-contributionSec 123 (old 80CCD(1B))Rs 50,000
Education loan interestSec 127 (old 80E)No limit, 8 years
DonationsSec 133 (old 80G)50% or 100% of amount
Savings interestSec 128 (old 80TTA)Rs 10,000
Senior citizen interestSec 128 (old 80TTB)Rs 1,00,000
Medical expenditure (specified)Sec 126 (old 80DDB)Rs 40,000 – Rs 1,00,000

Who Should Pick Which Regime

Your SituationBetter RegimeWhy
Salary up to Rs 12.75LNewZero tax, no effort
Rs 13-15L, no home loan, no HRANewDeductions rarely cross break-even
Rs 15-20L, home loan + HRA + full 80C/80DOldRs 5.5L+ deductions beat new regime
Rs 15-20L, no home loanNewHard to gather Rs 5.5L+ deductions
Rs 20L+, minimal deductionsNewLower rates outweigh missing deductions
Rs 50L+, any situationNew (usually)25% surcharge cap vs 37%
Senior citizen with FD income + 80TTBOld (likely)Rs 1L interest deduction + higher 80D
Freelancer under 44ADACalculate bothOne-time switch rule — choose carefully

For the full salary-wise break-even analysis, read our old vs new regime comparison.

For structuring your CTC to reach zero tax above Rs 12.75L, read our zero-tax salary structure guide.


Regime Switching Rules — FY 2026-27

Salaried individuals (no business income): Switch freely between old and new regime every year while filing ITR. No lifetime cap.

Business/professional income (44AD/44ADA): Can switch from new to old regime only once in a lifetime. Once switched back to old, cannot return to new regime. Choose only after projecting income and deductions for 3-5 years.

Critical deadline: File ITR by July 31, 2026 to choose old regime. Belated returns filed after this date are locked into new regime. Missing this date can cost Rs 50,000-1,00,000+ in lost deductions.

Employer communication: Submit Form 124 (formerly Form 10IE) to your employer at the start of the financial year to ensure correct monthly TDS computation.


Five Traps That Catch First-Time Filers in FY 2026-27

1. Assuming Zero Tax Means Zero Filing

Salary up to Rs 12.75L = zero tax. But you still need to file your ITR if your gross total income before deductions exceeds Rs 4 lakh (new regime) or Rs 2.5 lakh (old regime). Not filing can result in a notice under Section 263 (old Section 139).

2. The Capital Gains Rebate Myth

Section 87A rebate does NOT apply to STCG taxed at 20% or LTCG taxed at 12.5%. If you earned Rs 11L salary + Rs 2L in equity STCG, your salary tax is zero but you owe Rs 40,000 on the capital gains.

3. The Payroll TDS Mismatch

Most payroll software computes monthly TDS based on projected annual income. It does not apply marginal relief for incomes between Rs 12-12.75L. You may see Rs 5,000-6,000/month in TDS deducted even though your annual tax liability is zero. This is recovered only as a refund after filing.

4. Old Section Numbers in the New Act

If you reference Section 80C instead of Section 123 in any filing, declaration, or appeal for FY 2026-27 income, it may cause validation errors on the IT portal. The old Act governs FY 2025-26. The new Act governs FY 2026-27. No overlap.

5. The Late Filing Regime Lock

Filing after July 31 forces you into new regime. If old regime saves you Rs 80,000 and you file on August 1, you have effectively paid a Rs 80,000 penalty for being one day late — on top of the standard Rs 5,000 late filing fee.


Quick Reference: Effective Tax Rates Under New Regime

Gross SalaryTaxable IncomeTax PayableEffective Rate
Rs 7,00,000Rs 6,25,000Rs 00%
Rs 10,00,000Rs 9,25,000Rs 00%
Rs 12,75,000Rs 12,00,000Rs 00%
Rs 15,00,000Rs 14,25,000Rs 97,5006.5%
Rs 20,00,000Rs 19,25,000Rs 1,97,6009.9%
Rs 25,00,000Rs 24,25,000Rs 3,18,24012.7%
Rs 30,00,000Rs 29,25,000Rs 4,74,24015.8%
Rs 50,00,000Rs 49,25,000Rs 10,50,24021.0%
Rs 1,00,00,000Rs 99,25,000Rs 25,74,24025.7%

Assumes salaried individual, no other income, no employer NPS. Tax includes 4% cess. Surcharge applies above Rs 50L.


What This Means for Your Tax Planning in FY 2026-27

If you are in the new regime (most people): Your tax planning is simple. Ensure your employer structures CTC with employer NPS at 14% of basic and meal vouchers. Beyond that, there is little to optimize. Focus energy on investing well rather than saving tax.

If you are in the old regime: You have until July 31, 2026 to file and claim deductions. Ensure 80C is fully utilized (check EPF contribution first — it often consumes most of the Rs 1.5L limit), health insurance is in place for 80D, and home loan interest statements are ready.

If you have capital gains: Remember that LTCG up to Rs 1.25 lakh on equity is tax-free. Harvest gains annually to reset cost basis — this saves Rs 15,625/year at the 12.5% rate.

If you have business income: Think carefully before switching regimes. The one-time switch rule means this decision is permanent.

For everyone: Update your mental references. Section 80C is now 123. Form 16 is now Form 130. “Assessment Year” is dead. The tax law changed — the rates did not.

FAQ 12

Frequently Asked Questions

Research-backed answers from verified data and published sources.

1

What are the income tax slabs for FY 2026-27 under the new regime?

FY 2026-27 new regime slabs: nil up to Rs 4 lakh, 5% from Rs 4-8 lakh, 10% from Rs 8-12 lakh, 15% from Rs 12-16 lakh, 20% from Rs 16-20 lakh, 25% from Rs 20-24 lakh, and 30% above Rs 24 lakh. Plus 4% health and education cess on total tax. Section 87A rebate of Rs 60,000 makes income up to Rs 12 lakh tax-free. With Rs 75,000 standard deduction, salaried individuals earning up to Rs 12.75 lakh pay zero tax. These rates are identical to FY 2025-26 — Budget 2026 made no changes to slabs.

2

Did tax slabs change from FY 2025-26 to FY 2026-27?

No. Budget 2026 kept all slab rates, rebate limits, surcharge rates, and cess unchanged. The big change is structural: FY 2026-27 is the first year governed by the Income Tax Act 2025 instead of the 1961 Act. Every section number has changed (80C is now 123, 115BAC is now 202), Assessment Year is abolished (it is now Tax Year 2026-27, not AY 2027-28), and Form 16 is replaced by Form 130. Tax rates are the same. The legal framework is entirely new.

3

What is the old regime tax slab for FY 2026-27?

Old regime slabs remain unchanged: nil up to Rs 2.5 lakh, 5% from Rs 2.5-5 lakh, 20% from Rs 5-10 lakh, and 30% above Rs 10 lakh. Senior citizens (60-80) get nil up to Rs 3 lakh. Super senior citizens (80+) get nil up to Rs 5 lakh. Section 87A rebate in old regime is only Rs 12,500 for taxable income up to Rs 5 lakh. Old regime allows deductions under 80C (Rs 1.5L), 80D (Rs 25K-1L), HRA, home loan interest (Rs 2L), and others.

4

How much tax do I pay on Rs 15 lakh salary in FY 2026-27?

Under new regime: Rs 15L salary minus Rs 75K standard deduction = Rs 14.25L taxable. Tax = nil on first Rs 4L + Rs 20,000 (5% on Rs 4-8L) + Rs 40,000 (10% on Rs 8-12L) + Rs 33,750 (15% on Rs 12-14.25L) = Rs 93,750 + 4% cess = Rs 97,500. Under old regime with Rs 5.5L+ deductions (80C Rs 1.5L, 80D Rs 25K, HRA Rs 2L, home loan Rs 1.5L, NPS Rs 50K): taxable income drops to Rs 9L, tax = Rs 52,500 + cess = Rs 54,600. Old regime saves Rs 42,900 — but only if you actually claim all those deductions.

5

What is marginal relief and how does it work between Rs 12 lakh and Rs 12.75 lakh?

Marginal relief prevents a sudden tax jump when income slightly crosses Rs 12 lakh. Without it, earning Rs 12,01,000 would mean losing the entire Rs 60,000 rebate, creating Rs 61,500 in tax — more tax than the extra Rs 1,000 earned. Marginal relief caps your tax at the amount exceeding Rs 12 lakh. So at Rs 12,01,000 taxable income, tax is Rs 1,040 (Rs 1,000 + 4% cess). At Rs 12,50,000, tax is Rs 52,000. At Rs 12,75,000 (gross salary), standard deduction brings taxable income to Rs 12L, so tax is zero. Above Rs 12,75,000 salary, regular slab rates apply with no marginal relief.

6

What are the surcharge rates on income tax for FY 2026-27?

Surcharge applies on income tax (before cess) based on total income. New regime: 10% if income exceeds Rs 50 lakh, 15% if exceeds Rs 1 crore, 25% if exceeds Rs 2 crore. Maximum surcharge is capped at 25% under new regime — there is no 37% slab. Old regime: 10% above Rs 50L, 15% above Rs 1 crore, 25% above Rs 2 crore, 37% above Rs 5 crore. This surcharge cap is why the new regime almost always wins for income above Rs 50 lakh — the effective top rate is 39% in new regime vs 42.7% in old regime.

7

What is Tax Year 2026-27 and why is Assessment Year abolished?

The Income Tax Act 2025 (effective April 1, 2026) replaced both Previous Year and Assessment Year with a single concept: Tax Year. Tax Year 2026-27 means income earned from April 1, 2026 to March 31, 2027. Under the old Act, this would have been called Previous Year 2026-27 with Assessment Year 2027-28. The number shift matters: AY 2027-28 under the old system equals Tax Year 2026-27 under the new system. ITR forms from 2026-27 onwards use Tax Year only. Section 115BAC is now Section 202. Section 80C is now Section 123.

8

What are the capital gains tax rates for FY 2026-27?

Listed equity and equity mutual funds: STCG at 20%, LTCG at 12.5% with Rs 1.25 lakh annual exemption. Debt mutual funds and gold: both STCG and LTCG taxed at slab rate. Property: STCG at slab rate, LTCG at 12.5% without indexation (post July 2024 rule). Capital gains rates are identical under both old and new regime — your regime choice does not affect capital gains taxation. Long-term capital losses can only offset LTCG, not STCG. Budget 2026 made no changes to capital gains rates.

9

Can I switch between old and new regime in FY 2026-27?

Salaried individuals with no business income can switch between regimes every year at the time of filing ITR. But you must file by July 31 to choose old regime — belated returns filed after July 31 are forced into new regime. Business and professional income earners (44AD, 44ADA) face a stricter rule: they can switch from new to old only once in their lifetime, and once back in old, cannot return to new regime. Inform your employer of your choice via Form 124 at the start of the year to ensure correct TDS deduction.

10

Which regime is better for FY 2026-27 — old or new?

For salary up to Rs 12.75 lakh, new regime gives zero tax automatically — old regime cannot match this. For Rs 15-20 lakh salary, old regime wins only if total deductions exceed Rs 5.5-7 lakh (HRA + 80C + 80D + home loan + NPS combined). Home loan borrowers with self-occupied property are the strongest old regime candidates. For income above Rs 50 lakh, new regime almost always wins because surcharge is capped at 25% vs 37% in old regime. If in doubt, calculate actual tax under both using your real deductions, not hypothetical maximums. See our detailed regime comparison at /income-tax/old-vs-new-tax-regime-which-saves-more.

11

Is Section 87A rebate available on capital gains income?

No. Section 87A rebate applies only to income taxed at normal slab rates. It does NOT apply to short-term capital gains taxed at 20% (equity STCG), long-term capital gains taxed at 12.5%, or virtual digital asset income taxed at flat 30%. If your salary is Rs 11 lakh but you also have Rs 2 lakh in equity STCG, the rebate zeros out your salary tax but the Rs 40,000 STCG tax (20% of Rs 2L) still applies. This catches many first-time equity investors who assume their entire income is tax-free under the rebate.

12

What is Form 130 and does it replace Form 16?

Yes. Under the Income Tax Act 2025, Form 16 (annual TDS certificate for salary) is renamed Form 130. Form 16A (non-salary TDS certificate) becomes Form 131. Form 15G and 15H merge into Form 121. Form 26AS becomes Form 168. The content and purpose of these forms remain the same — only the numbering has changed. Employers issuing TDS certificates for FY 2026-27 onwards will use Form 130. For FY 2025-26 salary (filed in AY 2026-27 under the old Act), Form 16 still applies.

Disclaimer: This information is for educational purposes only and does not constitute tax advice. Tax laws change frequently. Consult a qualified Chartered Accountant or tax professional before making tax-related decisions. Always verify with the latest Income Tax Act provisions and official government notifications.

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