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All transfers
Tax expenditureHousing§163(h)

Deduction for mortgage interest

Interest paid on home loans reduces taxable income for itemisers.

Estimated annual cost
$45.5B
$45,500,000,000 · FY2025
0.65% of all federal spending in FY2025Total outlays $7.0T · Treasury, Monthly Treasury Statement, receipts, outlays and deficit/surplus
8 months ago

JCT line: "Deduction for mortgage interest on owner-occupied residences".

By total cost
#15
Most cost, least good
#11
Most good, least cost
#20
Benefit concentration
Spread outConcentrated
82/ 100, concentrated

JCT Table 3 puts 78% of the deduction on returns over $200,000. Returns under $100,000 account for about 3%, a consequence of the 2017 standard deduction increase removing most filers from itemising.

Published distribution
78%
goes to returns over $200,000
3%
goes to returns under $100,000

Of $52.6B in total benefit. JCT, Estimates of Federal Tax Expenditures for Fiscal Years 2025-2029 (JCX-45-25), Table 3.

JCT, Estimates of Federal Tax Expenditures for Fiscal Years 2025-2029 (JCX-45-25), Table 3 unverified

Structural reading

The most instructive entry on this list, because it is the one that shrank. For decades it was among the largest tax expenditures and was regarded as politically untouchable. The 2017 act cut its cost by roughly two thirds, not by repealing it, which would have triggered organised opposition, but by raising the standard deduction so that most filers no longer itemised. The lesson is structural rather than partisan: concentrated benefits are rarely defeated head-on, and the reforms that succeed tend to work by changing the surrounding architecture rather than by attacking the provision directly.

Who gets it

The channels the benefit actually flows through, described by asset position, entity form and form of return. Never by named individuals.

$37.3B82%
to a narrow class
$8.2B18%
spread broadly

Cost split by the concentration score. That score is a judgement rather than a published figure, so treat this as the scale of the split, not an audited allocation.

  • Itemising households with large mortgages

    Benefit scales with both loan size and marginal rate, so it is largest for expensive homes financed by higher-bracket borrowers.

  • Mortgage originators and the housing finance chain

    The deduction subsidises debt-financed rather than equity-financed ownership, structurally favouring larger loans.

  • Existing owners via capitalisation into prices

    Research indicates a substantial share of the subsidy capitalises into house prices, benefiting owners at the time of enactment rather than subsequent buyers.

Who pays

Renters, non-itemising owners, and taxpayers generally.

Sector lobbying, all issues combined
$78M2024Recentunverified

Sector aggregate.

This transfer follows a general pattern, asymmetric organisation, sustained expert attention, and scheduled expiry dates.

How rent-seeking works →

Legislative history and accountability

Enacting statutes, major amendments, recorded votes with party breakdown, and live reform proposals.

Enabling legislation

  • Revenue Act of 1913Oct 3, 1913

    All interest was deductible from the outset of the modern income tax, with no specific intent to subsidise homeownership.

    No separate recorded vote on this provision, it passed by voice, predates recorded electronic voting, or moved inside a larger package voted on as a whole.

Major amendment

  • Tax Reform Act of 1986P.L. 99-514Oct 22, 1986

    Eliminated the deduction for personal interest generally but carved out mortgage interest, converting an incidental feature into a deliberate housing subsidy.

    Bipartisan

    Enacted by a Republican president and a divided Congress with broad support from both parties — the most bipartisan major tax reform of the modern era. No separate roll call on this provision is recorded here.

  • Tax Cuts and Jobs Act of 2017P.L. 115-97Dec 22, 2017

    Capped qualifying principal at $750,000 and, by nearly doubling the standard deduction, removed most filers from itemising, cutting the provision's cost by roughly two-thirds.

    Party-line (Republican)

    Enacted through budget reconciliation. No members of the minority party voted for it in either chamber. No separate roll call on this provision is recorded here.

Sources and data freshness

Concentration basisJCT, Estimates of Federal Tax Expenditures for Fiscal Years 2025-2029 (JCX-45-25), Table 3 unverified
LobbyingSenate LDA filings, real estate and mortgage finance published Jan 22, 2025unverified

Published within the last year. Figures marked unverified are seed estimates that have not been reconciled line-by-line against the primary source document. See the methodology for how each score is constructed.