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Income Tax Planning
Chapter 7: Itemized Deductions/DEDUCTION FOR OVERTIME INCOME (2025-2028)
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Chapter 7: Itemized Deductions

DEDUCTION FOR OVERTIME INCOME (2025-2028)

01.Core Concepts

• Below-the-line deduction for up to $12,500 ($25,000 MFJ) of overtime compensation. • Available regardless of whether the taxpayer takes the standard deduction or itemizes deductions. • Deductible amount (after applying the $12,500 limit) reduced by $100 for each $1,000 by which MAGI exceeds $150,000 ($300,000 MFJ). • No deduction if MFS.