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Disclaimer — not tax advice.This free calculator is an educational estimate of a federal income-tax deduction only (Schedule 1-A). Social Security and Medicare (FICA) taxes on overtime still apply — this is not a payroll-tax escape. It is not affiliated with the IRS, TurboTax, or any tax software. Rules can change; confirm with IRS Schedule 1-A instructions or a qualified tax professional before filing.

Schedule 1-A · Part III

No Tax on Overtime Calculator

Estimate your 2025–2028 IRS Schedule 1-A federal income-tax deduction forqualified overtime compensation — the premium above your FLSA regular rate, not your total overtime paycheck.

Income-tax deduction only.This is an income-tax deduction estimate. Social Security and Medicare (FICA) taxes on overtime still apply.

Built for Schedule 1-A

Premium-only math, FLSA §7 gate, caps, and MAGI phaseout.

Private by design

No SSN, account, upload, or tax-document request. Your inputs stay in your browser.

Sources you can check

Clear explanations with direct IRS links, limits, assumptions, and edge cases.

Estimate your overtime deduction

MFJ uses $25,000 cap / $300,000 MAGI threshold. MFS is generally ineligible.
Same MVP caps and thresholds for 2025–2028. Deduction expires after 2028 (sunset).
Tax year 2026+.Clearer employer reporting of qualified OT may become available; caps and MAGI thresholds in this MVP stay the same. Deduction sunsets after tax year 2028.
FLSA §7 eligibility (required)

Was this overtime required under the federal FLSA (FLSA §7) — not only state law or company policy?

Only overtime required under FLSA §7 is Schedule 1-A deductible (CRS). State-only or policy OT does not qualify.
How do you want to enter overtime?
Prefer Mode B when you can.If your employer reports qualified OT or your pay stub shows an “OT premium” line, switch toEnter premium $ directly — especially for tax year 2025. Mode A only models FLSA time-and-a-half (1.5×). Double-time / daily OT / 7th-day OT are not modeled — use Mode B.
Regular-rate knowledge
FLSA regular rate can exceed your posted hourly wage when nondiscretionary bonuses or commissions are included. Premium = 0.5 × regular rate, not 0.5 × posted wage. Do not paste your “OT rate” here — that overstates the premium.
FLSA §7 OT hours for the year paid at time-and-a-half (1.5×).
FLSA time-and-a-half assumption: Qualified OT premium = 0.5 × FLSA regular rate × OT hours. Example: $20/hr regular rate → $10/hr premium. 10 OT hours → $100 qualified (not $300 total OT wages).
Enter only the premium above regular rate — from a pay stub “OT premium” line or employer-reported qualified OT — not total overtime wages paid.
For education — premium is not total OT pay. Not used in the deduction math.
Modified adjusted gross income estimate for phaseout (Schedule 1-A Part I).

Eligibility notes (Schedule 1-A, Part III)

  • Cap: $12,500 (single, HoH, QSS) or $25,000 (married filing jointly).
  • MAGI phaseout begins at $150,000 (single etc.) or $300,000 (MFJ). Reduction = floor(excess MAGI ÷ 1,000) × $100.
  • Married taxpayers generally must file jointly to claim this deduction.
  • A valid Social Security number (SSN) is required.
  • Qualified overtime compensation is the premium above the FLSA regular rate — not total overtime wages — and only for OT required under FLSA §7 (state/policy-only OT does not qualify).
  • This is a federal income-tax deduction; FICA (Social Security / Medicare) still applies.
  • Available tax years 2025–2028 (sunsets after 2028). Caps/thresholds identical in this MVP.
  • TY2025: employers may not separately report qualified OT on W-2 — reconstruct via Schedule 1-A instructions; prefer Mode B.

How the No Tax on Overtime deduction works

The No Tax on Overtime Calculator on NoTaxOTCalculator is a free, private educational tool for estimating the IRS Schedule 1-A deduction for qualified overtime compensation. The policy goal behind Schedule 1-A Part III (often covered in explainers about “OBBBA” overtime relief) is to let eligible workers reducefederal income tax on the overtime premium — not on every dollar of overtime wages, and not on payroll taxes. That distinction matters: many viral posts blur “no tax on overtime” into “OT is tax-free,” which is not how Schedule 1-A works.

If you searched for an overtime tax deduction calculator, overtime tax refund calculator,schedule 1-a overtime estimator, IRS overtime premium calculator,OBBBA overtime deduction calculator, or a general free overtime tax calculator, this page is built for that job: clear inputs, honest limits, and math that matches Schedule 1-A’s premium-only design. Results are educational estimates — they do not file a return or guarantee a refund.

Premium-only math (not total OT pay)

Under Schedule 1-A, qualified overtime compensation is the amount paid above the FLSA regular rate. For classic time-and-a-half (1.5×), that premium equals 0.5 × FLSA regular rate × OT hours. Example: $20/hr regular rate and 10 OT hours → $100 qualified premium — not $300 of total OT wages. Mode A on this free overtime tax calculator models that 1.5× case only. If you have double-time, daily OT, seventh-day OT, or a clear “OT premium” line on a pay stub, use Mode B and enter the premium dollars directly. Entering total overtime wages into the premium field will overstate the deduction.

Optional “total OT wages” on Mode A is for education only. The deduction engine still uses the half-time premium, and the explain panel will call out large mismatches versus a simple 1.5× gross check.

FLSA regular rate vs. posted hourly wage

The FLSA regular rate is not always the number on your offer letter. Nondiscretionary bonuses, commissions, and certain other non-hourly pay can raise the regular rate above the posted wage. The deductible premium is 0.5 × regular rate, not 0.5 × posted wage. Pasting your “OT rate” into the regular-rate field overstates the premium because that rate already includes the half-time add-on.

This calculator asks whether you know your FLSA regular rate or are using a simple hourly estimate — and stamps estimate-only results so you do not confuse a shortcut with employer-reported figures. When in doubt — especially for tax year 2025 — prefer Mode B with a pay-stub premium or employer-reported qualified OT.

FLSA §7 gate

Only overtime required under federal FLSA §7 qualifies for Schedule 1-A. State-law or company-policy OT that is not also required under FLSA §7 generally does not (CRS). NoTaxOTCalculator requires a Yes / No / Not sure answer before showing a numeric claim. If you leave it unanswered, you get a warning and $0. If you answer No or Not sure, the calculator shows $0 and blocks Mode A and Mode B numeric claims rather than inventing a deduction. Confirm edge cases with Schedule 1-A instructions or a tax professional.

Caps, MAGI phaseout, and filing status

Annual OT caps in this MVP are $12,500 (single / HoH / QSS) and $25,000 (MFJ). MAGI phaseout starts at $150,000 or $300,000 (MFJ). The reduction is floor(excess ÷ 1,000) × $100 — for example, a single filer with $8,000 qualified premium and MAGI $155,500 sees a $500 reduction and a $7,500 deduction estimate. Married Filing Separately is treated as ineligible; married taxpayers generally must file jointly. A valid SSN is required under the statute’s MVP rules as described in IRS materials.

TY2025 reporting gap and 2026–2028 sunset

For tax year 2025, employers may not separately report qualified OT on the W-2. Prefer Mode B / pay-stub premium and follow Schedule 1-A instructions (and the IRS OT explainer) to reconstruct when needed. Selecting year 2025 surfaces a reporting-gap panel with a Mode B nudge. For 2026 and later, clearer reporting may become available; caps and thresholds in this estimator stay the same through 2028. The deduction sunsets after tax year 2028 under current MVP rules.

FICA still applies — this is not a payroll-tax escape

Schedule 1-A creates a federal income-tax deduction. Social Security and Medicare (FICA) taxes on overtime still apply. NoTaxOTCalculator repeats that callout under the page heading and again in the results panel so search snippets and screenshots cannot easily imply that overtime is free of payroll tax. We are not affiliated with the IRS or TurboTax, and this site is not filing software.

How to use this calculator

  • Choose filing status and tax year (2025–2028).
  • Answer the FLSA §7 eligibility question honestly.
  • Prefer Mode B when you have an OT premium line; otherwise use Mode A with FLSA regular rate + hours.
  • Say whether your Mode A rate is a known FLSA regular rate or a simple hourly estimate.
  • Enter a MAGI estimate for phaseout (Schedule 1-A Part I concepts).
  • Read the explain panel and phaseout alert — then confirm with IRS Schedule 1-A instructions or a tax professional before filing.

Also try our twin No Tax on Tips calculator for Schedule 1-A Part II ($25,000 tips cap per return, same MAGI phaseout method). Use both tools as planning aids, not as substitutes for official forms.

FAQ — no tax on overtime calculator

Straight answers about Schedule 1-A overtime deduction estimates.

What is a “no tax on overtime calculator”?
It estimates how much overtime premium you may deduct under IRS Schedule 1-A (No Tax on Overtime) as a federal income-tax deduction. Social Security and Medicare taxes on overtime still apply. This tool applies the annual cap and MAGI phaseout for an educational estimate — it does not file a return or guarantee a refund.
Is qualified overtime the same as my total OT paycheck?
No. Qualified overtime compensation is the amount above your FLSA regular rate (the half-time premium on time-and-a-half). If your regular rate is $20/hr and OT is $30/hr, only $10/hr is the premium. Ten OT hours → $100 qualified, not $300.
Is my hourly wage the same as the FLSA regular rate?
Not always. Under the FLSA, the regular rate can include nondiscretionary bonuses, commissions, and certain other pay — so it may be higher than your posted hourly wage. The deductible premium is 0.5 × regular rate, not 0.5 × posted wage. Pasting your OT rate into the regular-rate box overstates the premium. If you only know your posted hourly wage and have bonuses, choose “Simple hourly estimate only” and treat the result as estimate-only — or use Mode B with a pay-stub premium.
Does state-law or company-policy overtime qualify?
Generally no — only overtime required under federal FLSA §7 is Schedule 1-A deductible (CRS). If your answer is No or Not sure, this calculator shows $0 rather than a false positive deduction estimate.
How does the MAGI phaseout work?
If your MAGI exceeds $150,000 (single / HoH / QSS) or $300,000 (MFJ), the deduction is reduced by $100 for each full $1,000 of MAGI over the threshold (floor division). The deduction cannot go below zero.
Can married filing separately claim this?
Generally no — married taxpayers must file jointly to claim the No Tax on Overtime deduction. This calculator marks Married Filing Separately as ineligible. Confirm with current IRS instructions.
Does this cover 2025 and 2026? What about W-2 reporting?
Yes for tax years 2025–2028 (same MVP caps/thresholds; statute sunsets after 2028). For TY2025, employers may not separately report qualified OT on the W-2 — taxpayers may need Schedule 1-A instructions to reconstruct the premium from pay stubs. Prefer Mode B / “OT premium” line; Mode A is a last resort.
Do Social Security and Medicare still apply?
Yes. This deduction is for federal income tax only. FICA (Social Security and Medicare) taxes on overtime still apply.
Is this affiliated with the IRS or TurboTax?
No. This is an independent educational calculator from NoTaxOTCalculator. It is not tax advice, not filing software, and not affiliated with the IRS, Intuit TurboTax, or any government agency.

Sources

  1. IRS Form Schedule 1-A (PDF) — Additional Deductions
  2. What to know about the No Tax on Overtime deduction
  3. Q&A: deduction for qualified overtime compensation
  4. Schedule 1-A: what to know about the new form

Also see our No Tax on Tips calculator (Schedule 1-A, Part II).