Mortgage Interest by State Calculator

Calculate your combined federal AND state mortgage interest tax savings. Unlike a standard federal-only deduction calculator, this tool models state income tax rules — comparing across 12 states, running the $10,000 SALT cap analysis, and projecting deduction value over the full life of your loan.

$
%
Combined Federal + State Tax Savings
$4,138
California · State rate: 9.3% · Allows state mortgage interest deduction
Federal Tax Savings
$2,948
State Tax Savings
$1,190
Effective Deduction Rate
23.0%
Federal Standard Deduction
$14,600
Should You Itemize Federal?
Yes
Should You Itemize State?
Yes
$
%

Combined federal + state deduction value for $18,000 in mortgage interest across 12 major states. States with no income tax show federal savings only.

StateIncome TaxState RateFederal SavingsState SavingsTotal Savings
New JerseyYes9.0%$1,848$1,615$3,463
OregonYes9.9%$1,848$1,542$3,390
California *Yes9.3%$1,848$1,190$3,038
MassachusettsYes5.0%$1,848$900$2,748
New YorkYes6.8%$1,848$685$2,533
VirginiaYes5.8%$1,848$575$2,423
MinnesotaYes9.8%$1,848$337$2,185
IllinoisYes5.0%$1,848$0$1,848
TexasNo$1,848$0$1,848
FloridaNo$1,848$0$1,848
NevadaNo$1,848$0$1,848
WashingtonNo$1,848$0$1,848

* Your currently selected state. Federal savings assume itemized deductions exceed standard deduction by the mortgage interest amount.

The Alternative Minimum Tax (AMT) is a parallel tax system. If AMT exceeds your regular tax, you lose some deduction benefits. Mortgage interest is allowed under AMT for primary residence only.

$
$
%
AMT Status
Regular Tax Applies
Your regular tax exceeds AMT — full deductions apply
Gross Income
$200,000
Total Deductions
$45,000
AMT Exemption
$85,700
Single 2024
AMT Taxable Income
$155,000
Calculated AMT
$18,018
Regular Tax
$44,000
Tax You Pay
$44,000
Regular tax
AMT Surcharge
$0
No AMT surcharge
Good news — AMT does not apply. Your regular income tax is higher than AMT, so you receive the full benefit of all your itemized deductions including mortgage interest.

Federal vs. State Mortgage Interest Deduction: Key Differences

The federal mortgage interest deduction is widely known, but most homeowners overlook the state-level dimension. Federal rules allow you to deduct interest on up to $750,000 of mortgage debt (for loans originated after December 15, 2017) if you itemize. But whether you get an additional state benefit depends entirely on your state's tax code — and the rules vary widely.

States fall into three categories: those that conform to federal deduction rules (CA, VA, OR, MN), those with an income tax that disallow itemized deductions (IL), and those with no income tax at all (TX, FL, NV, WA). If you live in a high-income-tax state that allows itemized deductions, your effective combined deduction rate can exceed 30%.

How Combined Deduction Value Is Calculated

Federal Savings = (Mortgage Interest + min(SALT, $10,000) − Federal Standard Deduction) × Federal Rate

State Savings = (Mortgage Interest − State Standard Deduction) × State Rate

Total Savings = Federal Savings + State Savings

Effective Deduction Rate = Total Savings ÷ Annual Mortgage Interest × 100%

Example: California Homeowner vs. Texas Homeowner

$500,000 Mortgage at 6.75% — Year 1 Interest ~$33,000

Filing StatusMarried Filing Jointly
Annual Mortgage Interest$33,000
Federal Marginal Rate24%
Federal Standard Deduction (MFJ)$29,200
Federal Itemized Total$43,000 (interest + $10K SALT)
Federal Savings (CA and TX same)$3,312
California State Rate9.3%
California State Savings~$2,400
Texas State Rate0% (no income tax)
Texas State Savings$0
Total Savings: California$5,712
Total Savings: Texas$3,312

The California homeowner saves $2,400 more per year from the same mortgage, purely due to state income tax allowing a mortgage interest deduction.

The $10,000 SALT Cap Explained

The Tax Cuts and Jobs Act of 2017 capped the federal deduction for State and Local Taxes (SALT) at $10,000. This includes property taxes, state income taxes, and local taxes combined. If you pay $8,000 in property tax and $7,000 in state income tax, only $10,000 is deductible federally — you lose the $5,000 excess.

This cap primarily hurts homeowners in high-tax states: New York, New Jersey, California, Connecticut, and Illinois. In these states, many taxpayers who previously itemized now find the standard deduction more favorable — which means their mortgage interest provides zero additional federal tax savings.

SALT Cap Impact by State (Approximate Annual Tax Cost)

New Jersey homeowner, $15K SALT$5K lost × 24% = $1,200 extra federal tax
California homeowner, $18K SALT$8K lost × 22% = $1,760 extra federal tax
New York homeowner, $20K SALT$10K lost × 32% = $3,200 extra federal tax
Texas homeowner, $6K SALTUnder cap — no impact

Frequently Asked Questions

Most states with income taxes allow some form of mortgage interest deduction. California, New York, Virginia, Oregon, and Minnesota all allow it. Illinois is a notable exception with a flat 4.95% income tax that does NOT allow itemized deductions. States with no income tax (TX, FL, NV, WA, AK, SD, WY) have no state deduction because there is no state income tax to reduce.
The SALT cap limits your combined state income tax plus property tax deduction to $10,000 federally. It does not cap mortgage interest itself. However, if your SALT exceeds $10K, the cap reduces your total itemized deductions, sometimes making the standard deduction more attractive. If the standard deduction becomes better, mortgage interest provides no federal tax benefit at all.
Yes, in most states these are independent elections. You can itemize on your federal return (if it saves money) while taking the state standard deduction (if the state standard is better than state itemized). Some states require you to use the same method as your federal return, so check your specific state's rules.
No. Mortgage interest on your primary home is deductible under the AMT system as well. However, SALT is completely disallowed under AMT. If you are subject to AMT, you can still deduct mortgage interest but you lose the SALT deduction — which may reduce the overall value of itemizing and your net tax savings.
Significantly. On a $400,000 loan at 6.75%, you pay about $26,500 in interest in year 1 but only about $5,000 in year 30. Since the standard deduction is $14,600 (single) or $29,200 (MFJ), many homeowners eventually fall below the threshold where itemizing beats the standard deduction — meaning the mortgage interest deduction provides zero benefit in the later years of the loan.

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