Tax · 2026-03-27

The SALT cap, 2026 sunset risk, and your mortgage-interest deduction

The $10k SALT cap from the 2017 TCJA expires at end of 2025 unless Congress extends it. What that means for your refi decision.

The Tax Cuts and Jobs Act of 2017 (TCJA) did three things that matter for homeowners:

1. Capped the State And Local Tax (SALT) deduction at $10,000/year. 2. Roughly doubled the standard deduction. 3. Limited the mortgage-interest deduction to the first $750,000 of new-purchase loan balance (down from $1M pre-TCJA).

All three provisions sunset December 31, 2025 unless Congress extends them.

Why this matters right now

If the SALT cap goes away in 2026:

  • · **High property-tax states** (NJ, IL, NY, CA, TX, FL in some counties) get their full state-income-tax + property-tax deduction back. A household paying $15,000 state tax + $12,000 property tax would restore $17,000 of lost deduction at a stroke.
  • · **More households drop back to itemizing**, because itemized will beat the $14,600/$29,200 standard deduction (2024 figures).
  • · **Mortgage interest becomes more valuable** again, because you need to itemize to deduct it.

If the $1M mortgage-interest cap also comes back, Jumbo borrowers recapture deduction on the $750k-$1M slice.

What to do

Don't make irreversible moves based on tax law that hasn't happened yet. Congress has every incentive to punt; extensions are standard. But the planning lens changes depending on scenario:

  • · If SALT cap sticks: current refi math holds. Your [tax savings calculator](/calculators/tax-savings) shows honest numbers.
  • · If SALT cap expires: your marginal federal rate × restored deduction is real after-tax savings. Could shift a break-even refi decision.

The honest answer

Run your tax-savings calculator with current rules. When Congress acts (probably late 2025 or early 2026), re-run. The math will update. Don't refinance today on the basis of a tax change that may or may not happen.

As always, confirm your numbers with a CPA. We're good at mortgage math; we're not tax advisors.

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