Mortgage interest tax deduction calculator

Estimate mortgage interest for a tax year, apply the federal acquisition-debt limit, and compare itemized deductions with the standard deduction for your filing status and state.

Inputs

Mortgage interest deduction estimate

Estimate calendar-year mortgage interest, the federal acquisition debt limit, and the tax value above the standard deduction.

Advanced tax assumptionsAdd itemized deductions or edit tax-rate assumptions.+

Leave itemized deductions at zero to estimate the mortgage interest deduction against the standard deduction alone. Add property-attributable SALT or other itemized deductions only if you want to model an itemizing scenario.

State rules vary. The state standard deduction and marginal rate are editable so you can match your return.

Mortgage interest deduction

$42,224

100% of interest

Total taxes saved

$6,548

Federal + state

Federal tax savings

$2,406

$10,024 above standard

Itemized deduction comparison

Mortgage interest only helps when total itemized deductions are higher than the standard deduction.

Because the loan started in June 2024, the federal estimate applies the $750,000 acquisition-debt limit for deductible mortgage interest. California is modeled with a $1,000,000 state mortgage-interest limit, so state itemized interest can differ from the federal amount.

Federal itemized

$42,224

Above standard$10,024
Itemized$42,224
Standard$32,200

Estimated marginal tax savings: $2,406

State itemized

$42,224

Above standard$31,144
Itemized$42,224
Standard$11,080

Estimated marginal tax savings: $4,142

Loan snapshot

Monthly payment
$4,151
Modeled through
Dec 31, 2026
Balance as of Dec 31, 2026
$621,395
Interest paid for 100% of 2026
$42,224
Principal paid for 100% of 2026
$7,588
Federal standard deduction
$32,200
Federal interest limit
$750,000
State interest limit
$1,000,000
State income tax
Modeled

Tax break snapshot

Estimated value from itemizing the mortgage-interest deduction for the modeled tax year.

Federal deductible interest$42,224
State deductible interest$42,224
Federal tax break$2,406
State tax break$4,142

Estimated combined value

$6,548

This is the marginal tax value above the relevant standard deduction, not a refund estimate.

Track real mortgage balances, interest, property tax, cash flow, and net worth alongside the rest of your financial life.

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Common questions

Mortgage Interest Tax Deduction Calculator

What does the mortgage interest tax deduction calculator compare?

It estimates calendar-year mortgage interest, applies federal acquisition-debt limits, and compares itemized deductions with standard deductions.

Can this replace tax preparation software or a tax advisor?

No. It is an educational estimate and does not cover every federal, state, AMT, refinance, home-equity, rental, or business-use rule.

Disclosures

How to read deduction estimates

The public calculator estimates interest using a fixed-rate amortization schedule and compares entered itemized deductions against federal and state standard deductions. Mortgage interest is generally reported on Form 1098, which is sent by your lender.

This is an educational estimate. It does not model points, refinances, home-equity proceeds, AMT, state-specific limitations, income phaseouts, rental or business use, multiple homes, or every filing-status detail. This calculator is for informational purposes only and is not financial, investment, tax, accounting, or legal advice.