Do You Qualify?

1. Age Requirement

Must be 65 or older by December 31, 2026. (Born on or before Jan 1, 1962).

2. Residency Status

The OBBBA deduction is available to U.S. Persons, including:

• U.S. Citizens
• Green Card Holders
• Resident Aliens passing the Substantial Presence Test

3. Income Limits (MAGI)

The bonus starts to phase out once your income exceeds:

• Single: $75,000
• Married Joint: $150,000