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HomeTax Saving80D

For salaried
Old regime only

Section 80D

Health insurance premium deduction up to ₹1L

Deduction for health insurance premium paid for self, spouse, dependent children, and parents. Higher limit if any of the insured is a senior citizen (60+).

Maximum deduction

₹25,000 (self/spouse/kids) + ₹50,000 (senior citizen parents) = up to ₹75,000–₹1,00,000

Who can claim

Individuals and HUFs paying health insurance premium for self, spouse, dependent children, or parents.

How it works

Section 80D allows deduction for medical insurance premium and preventive health check-ups. The limit depends on age: ₹25,000 for self + family if everyone is below 60; ₹50,000 if any insured is 60+. Parents are treated separately — additional ₹25,000 if parents below 60, ₹50,000 if parents are senior. So a person with senior citizen parents can claim up to ₹1,00,000 (₹50k + ₹50k). Preventive health check-up deduction of ₹5,000 is included within these limits, not over and above.

Eligible instruments

Health insurance premium for self, spouse, dependent children — up to ₹25,000 (₹50,000 if senior citizen)

Health insurance premium for parents — additional ₹25,000 (₹50,000 if parents are senior)

Preventive health check-up — up to ₹5,000 (within the above limits)

Medical expenditure for senior citizen parents who don't have health insurance — up to ₹50,000

Documents you'll need

Insurance premium payment receipt (must be paid by non-cash mode — UPI, net banking, card)

Health check-up bill / receipt

Parents' age proof — Aadhaar / PAN to establish senior citizen status

For uninsured senior parent medical expenses — bills, prescriptions, doctor receipts

Worked example

You (35) pay ₹22,000 for self+family health policy. You also pay ₹38,000 for your parents (father 65, mother 62) policy.

Self+family: ₹22,000 (under ₹25k cap). Parents (senior): ₹38,000 (under ₹50k cap). Total deduction: ₹60,000.

You save

In 30% slab: ₹60,000 × 30% = ₹18,000 + cess = ~₹18,720 saved.

Common mistakes to avoid

Paying health insurance premium in cash — not allowed under 80D (preventive check-up can be cash)

Claiming for siblings or in-laws — only self, spouse, kids, parents qualify

Claiming employer-paid group health insurance — only your contribution (deducted from salary) qualifies

Missing the senior citizen uplift when one parent is 60+ but you are below 60

FAQ

Can I claim 80D in the new tax regime?

No. 80D is disallowed under the new regime, like most other Chapter VI-A deductions.

I paid premium for in-laws — eligible?

No. 80D explicitly covers only self, spouse, dependent children, and parents (yours, not spouse's).

Are top-up plans and critical illness plans covered?

Yes — any health insurance product approved by IRDAI qualifies, including top-up, super top-up, and critical illness.

What if my parent is 59 — does the ₹50k limit apply?

No. Senior citizen status starts at 60. Up to age 59, the parents' limit stays at ₹25,000.

Need help claiming this?

Our chartered accountants will plan and file it for you.