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Deductions

Above-the-Line Deduction

Deductions subtracted from gross income to arrive at AGI, available regardless of whether you itemize. Examples include IRA contributions, student loan interest, and HSA contributions.


Above-the-line deductions (officially called "adjustments to income") are subtracted from your gross income to calculate your Adjusted Gross Income (AGI). They appear on Schedule 1 of Form 1040 and are available to all taxpayers whether they take the standard deduction or itemize.

Common above-the-line deductions include: Traditional IRA contributions (up to $7,000 in 2025, $8,000 if age 50+), student loan interest (up to $2,500), HSA contributions ($4,300 single / $8,550 family in 2025), educator expenses (up to $300), and half of self-employment tax.

These deductions are especially valuable because they reduce your AGI, which can help you qualify for other tax benefits that have AGI-based phase-outs, such as the Child Tax Credit, education credits, and Roth IRA contribution eligibility. This double benefit makes above-the-line deductions a powerful tax planning tool.

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