OBBBAcheck

Single vs. Married Filing Jointly — How the OBBBA Deduction Differs

The tip deduction cap is the same either way, but the overtime cap and the phase-out threshold both change with filing status.

By Sharon Ben-Moshe

Quick answer

The tip deduction cap ($25,000) is per return regardless of filing status. Married filing jointly doubles the overtime cap ($12,500 $25,000) and doubles the phase-out threshold ($150,000 $300,000 MAGI). Head of household uses the same caps and threshold as single.

Single / HOHMarried filing jointly
Tip deduction cap$25,000$25,000
Overtime premium deduction cap$12,500$25,000
Phase-out starts at (MAGI)$150,000$300,000

Worked example: same income, both ways

$60,000 regular wages, $20,000 in tips, and $15,000 in overtime premium pay — run through the calculator once as single, once as married filing jointly:

SingleMFJ
Net OBBBA deduction$32,500$35,000
Estimated federal tax saved$7,800$7,700

Married filing jointly deducts more here because the full $15,000 in overtime premium pay fits under the $25,000 MFJ cap, while single filers are capped at $12,500. This is one illustrative income combination — your numbers depend on your own tips, overtime, and marginal rate. Use the calculator for your exact figures.

Note on head of household: HOH filers use the same tip cap, overtime cap, and phase-out threshold as single filers. Our calculator estimates HOH federal tax using single-filer brackets as a close approximation, since exact HOH brackets are slightly wider.