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OBBA is Law. How Will it Affect You?

Big Changes That Might Affect You:

  • SALT Cap Boost! The limit on deducting State and Local Taxes (SALT) jumped from $10,000 to $40,000 for 2025-2028. This means more people might itemize deductions and those who already do will get a bigger tax break.

  • Child Tax Credit Bump (Later): Good news for parents! The child tax credit goes up to $2,200 per kid, but not until 2026. You might see a tiny bit more in your paycheck then if you claim your kids on your W-4, or get an extra $200 per child back at tax time if you don't.

Things That Aren't Really Changing (Even Though You Hear About Them):

  • Most of the huge budget impacts you hear about in the news are just extensions of tax rules that have been around for the last 8 years. So, you won't feel a difference with these:

    • Lower tax rates

    • Bigger standard deduction

    • Qualified business income deduction

    • Rules that keep most people out of the Alternative Minimum Tax

New Stuff That Probably Won't Impact Many (and has some catches):

  • No Tax on Overtime? (Probably not for you): This is super limited! You have to be an hourly employee, make less than $150k ($300k for married couples), and it only applies to the extra 50% you get for overtime, capped at $12,500 ($25k for married couples).

  • No Tax on Tips? (Again, probably not for you): Similar to overtime, this is for folks in traditional tip-based jobs, with the same income and deduction limits. It'll mostly depend on your employer reporting tips.

  • No Tax on Social Security? (Not quite): Seniors 65+ get an extra $6,000 added to their standard deduction ($12,000 for married couples both 65+). But if you itemize, it doesn't help. If you have a lot of taxable Social Security, you'll still pay some tax. Plus, seniors already got a $2,000 bonus deduction, so it's only a $4,000 increase, and it starts phasing out if you make over $75,000.

  • Car Loan Interest Deduction? (Small impact): Only for new cars bought in 2025 or later that were assembled in America. It also phases out for higher earners ($100k/$200k married). And it's only for the interest, not the whole payment. On average, that's only about $1,100 a year, way less than the $10,000 cap you might have heard about.

Act Fast on Energy Credits!

  • Almost all home energy efficiency credits are disappearing after 2025, and some even sooner!

    • EV/PHEV credit (up to $7,500) ends September 30, 2025.

    • Residential energy-efficiency credits (like for rooftop solar) are good through December 31, 2025. For solar, the project needs to be complete and turned on by then!

Richard Marea