PFRDA / FY 2026-27 CompliantSec 80CCD(1B) Tax Saving60% Tax-Free Lump Sum

NPS Calculator 2026

Calculate your National Pension System (NPS) maturity pension corpus, 60% tax-free lump sum withdrawal, monthly annuity pension income, and annual tax savings under Section 80CCD(1B) & 80CCD(2).

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NPS Investment Parameters

30 Years
60 Years
Investment Duration:30 Years (360 monthly contributions)
₹10,000
10% p.a.
6% p.a.

PFRDA annuity provider yield (typically 5% - 7%)

Reinvested to generate monthly pension payouts

40%
Retirement Projection (Age 60)

Total Pension Corpus

₹2,27,93,253

Accumulated over 30 years (360 months)

Invested: ₹36,00,000Returns: ₹1,91,93,253
Principal (15.8%)Interest Earned (84.2%)
60% Lump Sum0% Taxable

Tax-Free Lump Sum Withdrawal

₹1,36,75,952

Exempt under Sec 10(12A) up to 60% of total corpus

40% Annuity6% Yield

Monthly Pension Income

₹45,587

Annuity corpus: ₹91,17,301

Sec 80CCD(1B) Deduction30% Slab (+ 4% Cess)

Annual Tax Saved Today

Deduction claimed: ₹50,000 / yr

₹15,600 / year

Standard 30% Slab Saving: ₹15,600Max Surcharge Saving: ₹19,500

Retirement Summary Breakdown

Total Money Deposited:₹36,00,000
Total Wealth Gain (Interest):+₹1,91,93,253
Wealth Gain Ratio:533% growth on principal
Annual Pension Income:₹5,47,038 / year
Total Tax Saved Over 30 Yrs:₹4,68,000

Year-by-Year NPS Wealth Accumulation Schedule

Track how your monthly contributions grow compounding year after year until age 60

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Income Tax Act Guide

NPS Tax Deductions Explained: Sec 80CCD(1) vs 80CCD(1B) vs 80CCD(2)

The National Pension System (NPS) offers unique triple-tax benefits under the Income Tax Act, 1961. Understanding how employee and employer contributions are treated under the Old Tax Regime and New Tax Regime can significantly maximize your take-home pay and retirement savings.

Section 80CCD(1)Old Regime Only

Employee Self Contribution

Deduction for employee's own contribution to Tier-I NPS.

  • Salaried Limit: Up to 10% of Basic Salary + DA.
  • Self-Employed Limit: Up to 20% of Gross Annual Income.
  • Sub-limit: Included within the overall ₹1.5 Lakh cap under Section 80CCE (80C + 80CCC + 80CCD(1)).
Section 80CCD(1B)Old Regime Exclusive

Additional Exclusive Deduction

Exclusive tax deduction introduced to encourage retirement planning.

  • Deduction Cap: Exclusive deduction of up to ₹50,000 per year.
  • Over & Above 80C: Totally independent of the ₹1.5 Lakh limit of 80C.
  • Tax Saved: Saves ₹15,600 in 30% slab (or up to ₹19,500 with surcharge).
Section 80CCD(2)OLD & NEW REGIME!

Employer Contribution to NPS

Deduction on employer's contribution towards employee's NPS account.

  • Corporate Employees: Up to 10% of Basic + DA.
  • Govt Employees: Up to 14% of Basic + DA.
  • Key Feature: Deductible in BOTH Old & New Tax Regimes (up to aggregate ₹7.5L cap under Sec 17(2)(vii)).

NPS Tax Deductions: Old Tax Regime vs New Tax Regime

NPS Tax SectionDeduction DescriptionOld Tax RegimeNew Tax Regime (Sec 115BAC)
80CCD(1)Employee contribution (Max 10% basic, part of 1.5L 80C)Allowed (Subject to ₹1.5L cap)Not Allowed
80CCD(1B)Additional employee contribution (Up to ₹50,000)Allowed (Extra ₹50k benefit)Not Allowed
80CCD(2)Employer contribution (10% basic / 14% Govt)Allowed (Tax Free)ALLOWED! (Tax Free)
Sec 10(12A)60% Lump sum corpus withdrawal at age 60100% Tax Free100% Tax Free
Annuity Purchase40% minimum corpus used to buy monthly annuityTax Exempt at PurchaseTax Exempt at Purchase
Monthly PensionRegular monthly annuity payouts receivedTaxable as Salary IncomeTaxable as Salary Income

Corporate NPS Hack for New Tax Regime Optionees

Even if you opt for the New Tax Regime (where 80C and 80CCD(1B) deductions are discontinued), you can ask your employer to restructure your CTC to route up to 10% of your Basic Salary into NPS via Section 80CCD(2). This reduces your net taxable salary directly without affecting your eligibility under the New Tax Regime!

Frequently Asked Questions (FAQs)

What is the National Pension System (NPS)?

The National Pension System (NPS) is a voluntary, market-linked, long-term retirement scheme regulated by the Pension Fund Regulatory and Development Authority (PFRDA) and supported by the Government of India. It allows subscribers to invest systematically in equity (E), corporate bonds (C), government securities (G), and alternative assets (A).

How much tax can I save using Section 80CCD(1B)?

Section 80CCD(1B) provides an exclusive deduction of up to ₹50,000 per financial year under the Old Tax Regime. For individuals in the 30% income tax bracket (+ 4% Health & Education Cess), this translates to an exact annual tax saving of ₹15,600. For high-income earners subject to surcharge, annual tax savings can reach up to ₹19,500.

Is the 60% lump sum payout fully tax-free?

Yes! Under Section 10(12A) of the Income Tax Act, up to 60% of the total accumulated pension corpus withdrawn as a lump sum upon reaching maturity (age 60) is completely tax-exempt. No income tax is payable on this 60% amount under both Old and New Tax Regimes.

Can I claim NPS employer contribution under the New Tax Regime?

Yes, employer contributions to employee NPS accounts under Section 80CCD(2) remain eligible for tax deduction under the New Tax Regime (Section 115BAC). Private sector employees can claim up to 10% of Basic Salary + DA, while Government employees can claim up to 14% of Basic + DA, subject to an aggregate yearly cap of ₹7.5 Lakh across PF, NPS, and Superannuation.

What is the difference between Tier-I and Tier-II NPS accounts?

A Tier-I account is the mandatory primary retirement account with lock-in until age 60 and complete tax benefits. A Tier-II account is a voluntary investment account with no lock-in period and free liquidity, but offers no tax deductions (except for Central Govt employees under specified conditions).

How is monthly pension income calculated upon retirement?

At age 60, at least 40% of the total corpus is mandatorily transferred to an Annuity Service Provider (ASP) like LIC, SBI Life, or HDFC Life. The ASP pays regular monthly pension based on the prevailing annuity yield (e.g., 6% p.a.). For instance, an annuity corpus of ₹1 Crore at 6% annuity yield delivers ₹6,00,000 per year or ₹50,000 per month as pension income for life.

Are partial withdrawals allowed before age 60?

Yes, after completing 3 years in NPS, subscribers can make tax-free partial withdrawals of up to 25% of their own contributions for specific purposes like higher education of children, marriage, construction/purchase of first residential house, or treatment of specified critical illnesses.

Calculate Your Net Take-Home Salary & Tax Deductions

See how NPS deductions under 80CCD(1B) and 80CCD(2) reduce your monthly income tax and increase your net in-hand salary.