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Bonus Tax Calculator 2026 —How Much of Your Bonus Do You Keep?

Enter your bonus amount, salary, and state to instantly see your take-home pay after federal withholding, FICA, and state taxes — comparing both the 22% flat rate and the aggregate method side by side.

2026 IRS rates 22% flat vs. aggregate All 50 states FICA breakdown All bonus types

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Net Bonus

$3,267.50

Your take-home bonus

Gross Bonus

$5,000.00

Federal Withholding (22%)

1100.0%

State Tax (Est.)

$250.00

FICA Taxes

$382.50

How to Calculate Your Bonus After Tax — 6 Steps

  1. Enter your gross bonus amount — the pre-tax dollar value stated in your offer letter or pay notice. This is before any withholding.
  2. Apply federal income tax. Multiply gross bonus × 22% (flat percentage method) or your W-4 bracket rate (aggregate method). Use our tax bracket calculator to find your marginal rate.
  3. Subtract Social Security (6.2%). Only applies if your year-to-date wages are below the 2026 Social Security wage base of $184,500. Above this, no Social Security is withheld.
  4. Subtract Medicare (1.45%). No wage cap — every dollar of your bonus is subject to Medicare withholding. Earners above $200,000 (single) pay an additional 0.9% Additional Medicare Tax.
  5. Apply your state's supplemental withholding rate. Nine states have no income tax (TX, FL, NV, WA, WY, SD, AK, NH, TN). California applies the highest flat rate at 10.23%.
  6. Net bonus = Gross − (Federal + SS + Medicare + State). This is your take-home amount. Any over-withholding is refunded when you file your annual Form 1040.

Percentage Method vs. Aggregate Method — 2026 Comparison

Employers must use one of two IRS-approved methods when calculating federal income tax withholding on supplemental wages. Understanding which your employer uses explains why your bonus check looks the way it does. The bonus tax calculator above shows both methods side by side.

22%
Percentage Method — Most Common

When a bonus is issued as a separate check, the employer withholds a flat 22% for bonuses up to $1 million in a calendar year. Amounts over $1 million are withheld at a mandatory 37% on the excess. Your W-4 filing status has no effect — it's a simple multiplication.

Favors employees in the 24%+ bracket (under-withheld). Over-withholds for employees in the 10% or 12% bracket.

W-4
Aggregate Method — More Precise

The employer combines your bonus with your regular wages for the pay period, annualizes the combined figure, and applies standard bracket withholding based on your W-4. More accurate in theory — but can result in higher withholding because the combined paycheck annualizes into a higher bracket.

Example: $7,000/month + $5,000 bonus = $12,000 combined, annualized to $144,000 — which pushes into the 24% bracket for that pay period.

FeaturePercentage MethodAggregate Method
Federal withholding rateFlat 22% (under $1M) / 37% (over $1M)Your W-4 marginal bracket rate
How bonus is paidSeparate check from regular wagesCombined with regular paycheck
Uses W-4 information?No — flat rate regardlessYes — filing status and allowances matter
Employer complexityLow — simple multiplicationHigher — requires bracket math and annualization
Risk of over-withholdingYes, if marginal rate < 22%Higher — annualization can push into higher bracket
Risk of under-withholdingYes, if marginal rate > 22%Lower — closer to actual effective rate
Best forYear-end and performance bonusesSmall bonuses added to regular paycheck

Bonus After-Tax Take-Home Examples — 2026 Estimates

All examples below use the flat 22% federal percentage method and assume year-to-date wages are below the Social Security wage base. State rates reflect primary supplemental withholding rates; local taxes (NYC, Philadelphia, Ohio municipalities) are not included. Use the calculator above for your personalized figure.

Gross BonusStateState RateFederal (22%)FICA (7.65%)State TaxNet Take-Home
$5,000Texas0%$1,100$382.50$0$3,517.50
$5,000California10.23%$1,100$382.50$511.50$3,006.00
$10,000Texas / Florida0%$2,200$765$0$7,035.00
$10,000New York~8.82%$2,200$765$882$5,153.00
$10,000Illinois4.95%$2,200$765$495$6,540.00
$10,000California10.23%$2,200$765$1,023$6,012.00
$25,000Texas0%$5,500$1,912.50$0$17,587.50
$25,000Georgia5.19%$5,500$1,912.50$1,297.50$16,290.00
$50,000California10.23%$11,000$3,825$5,115$30,060.00
$100,000Florida0%$22,000$7,650$0$70,350.00

Estimates use 2026 planning assumptions. FICA assumes wages below $184,500 YTD. For a full annual picture, use our Federal Income Tax Estimator.

Case study — $10,000 bonus, three states: A Texas employee takes home $7,035. The same bonus in California yields ~$5,902 (adding CA SDI). In New York City, factoring in state and city tax, the employee takes home roughly $5,765. The gap between Texas and NYC is over $1,270 — purely due to state and local taxes. This difference widens dramatically at higher bonus amounts.

FICA Taxes on Your Bonus: Social Security & Medicare (2026)

FICA payroll taxes take a meaningful share of every bonus check. Unlike the optional 22% flat rate, FICA taxes are mandatory and calculated the same way as on any regular paycheck. For most employees, combined FICA is 7.65% — meaning federal + FICA alone totals 29.65% before state taxes.

6.2%
Social Security

Withheld up to the 2026 wage base of $184,500. Once your year-to-date wages from that employer cross this threshold, Social Security withholding stops — including on any bonus paid after that point.

1.45%
Medicare

No wage base ceiling — every dollar of your bonus is subject to Medicare withholding. Self-employed individuals pay 2.9% combined (employee + employer portions).

+0.9%
Additional Medicare

Applies to wages above $200,000 (single) or $250,000 (married filing jointly). Employers withhold once YTD wages exceed $200,000; the difference is reconciled at filing.

TaxRateWage CapWho Pays
Social Security6.2%$184,500 (2026 wage base)Employee only
Medicare1.45%No capEmployee only
Additional Medicare Tax0.9%Above $200K (single) / $250K (MFJ)Employee only
Employer Social Security match6.2%$184,500Employer (not on your pay stub)
Employer Medicare match1.45%No capEmployer (not on your pay stub)

State Bonus Tax Rates — All 50 States (2026 Planning)

State withholding on bonuses varies dramatically. Nine states impose no income tax at all. Others use a flat supplemental rate; a handful apply graduated brackets. Always verify with your state's Department of Revenue for the most current employer withholding guidance.

10.23%
California

Highest in the U.S. + ~1.1% SDI

Up to 10.9%
New York / NYC

NYC adds 3.876% city tax

0%
Texas / Florida

No state income tax

8%
Oregon

Plus statewide transit tax

StateRate / MethodNotes
Alaska, Florida, Nevada, New Hampshire, SD, TN, TX, WA, WY0%No state income tax
Arizona2.5%Flat rate following recent tax reform
California10.23%Highest flat supplemental rate in the U.S.; plus CA SDI ~1.1%
Colorado4.4%Flat state rate
Connecticut~6.99%Graduated; uses annualized wages method
Georgia5.19%Flat rate for 2026 planning
Illinois4.95%Flat rate applies to all income including bonuses
Indiana3.05%Flat state rate; county tax may apply
Kentucky4.5%Flat state rate
Maryland7.75% + countyCounty surtax adds 2.25–3.20% depending on county
Massachusetts5%Flat rate; Millionaire Surtax (4%) may apply above $1M
Michigan4.25%Flat state rate
Minnesota6.25%Supplemental flat rate
New Jersey3.5%–10.75%Graduated brackets applied to supplemental wages
New YorkGraduated up to 10.9%NYC adds 3.876% city income tax; Yonkers adds 1.477%
North Carolina3.99%Flat rate
Oregon8%High flat supplemental rate; Oregon statewide transit tax also applies
Pennsylvania3.07%Low flat rate; local EIT may add more
Utah4.65%Flat state rate
Virginia5.75%Top bracket rate applies to supplemental wages
Wisconsin7.65%Based on top bracket rate
District of Columbia10.75%DC uses graduated brackets; top rate 10.75%

Rates reflect 2026 employer withholding guidance. State tax owed on your annual return may differ. Consult your state's Department of Revenue for locality-specific rates.

Signing, Retention, Military, Referral & Other Bonus Types — Tax Treatment

The IRS applies the same supplemental wage rules to all bonus types — same 22% flat federal rate, FICA, and state taxes — but each type carries nuances worth understanding before you receive the check.

Signing / Sign-On Bonus

Paid when you accept a job offer. Same 22% flat federal rate applies. Watch for clawback provisions — if you leave before a required tenure, you may owe the gross amount back. Compare with our salary raise calculator before accepting.

Retention Bonus

Offered to keep key employees through transitions or acquisitions. Taxed identically to performance bonuses. Often includes clawback provisions tied to a required stay period.

Military Reenlistment Bonus

Generally taxable at 22% flat federal rate, FICA, and state taxes — except bonuses received while serving in a designated combat zone, which are excluded from gross income.

Year-End Performance Bonus

The most common type, paid at year-end. Because these are issued in December, they count as income in that tax year. Use our tax bracket calculator to see if December vs. January timing matters.

Referral Bonus

Cash payments for referring a successful new hire. Classified as supplemental wages — same 22% flat federal withholding applies regardless of delay in payment.

Holiday / Christmas Bonus

Cash holiday bonuses are fully taxable supplemental wages. Exception: non-cash de minimis gifts (a holiday ham, for example) may not be taxable. Gift cards of any amount are always taxable.

IRS rule: All bonus types above are classified as supplemental wages per IRS Publication 15 (Circular E). The same 22% flat-rate or aggregate withholding rules apply regardless of what the bonus is called or why it was paid. One unique issue for signing bonuses: if you leave before a required tenure and repay the gross amount, IRC Section 1341 governs how to claim a deduction or credit in the repayment year.

How to Legally Reduce Taxes on a Bonus in 2026

You cannot avoid taxes on a bonus, but you can legally reduce how much you owe — or at least manage the timing to avoid surprises at filing. Here are the six most effective strategies.

1
Maximize pre-tax 401(k) or 403(b) contributions. If your employer's plan allows it, direct part of your bonus to your pre-tax 401(k) or 403(b). Pre-tax contributions reduce W-2 taxable wages, lowering your annual federal and state tax bill. Under the aggregate method, this can reduce withholding on the bonus check itself.
2
Contribute to a Health Savings Account (HSA). If enrolled in a qualifying HDHP, contributing bonus proceeds to your HSA reduces taxable income dollar-for-dollar. HSA contributions are triple tax-advantaged: deductible going in, tax-free growth, and tax-free withdrawals for qualified medical expenses.
3
Time your bonus strategically. If your employer offers flexibility on when your bonus is paid — December vs. January — consider which tax year has lower overall income. Deferring to January pushes the bonus into the next tax year, which can matter near a bracket threshold.
4
Harvest tax losses before year-end. If you have investments with unrealized losses, selling them before December 31 in the year your bonus is paid offsets the additional income on your return. This won't change payroll withholding but reduces what you owe at filing.
5
Make charitable contributions. Cash donations to IRS-qualified charities are deductible if you itemize. Front-loading charitable giving (or contributing to a donor-advised fund) in the same year as a large bonus can offset bonus income on your annual return.
6
Adjust your W-4 after a bonus. If the flat 22% withholding was too high relative to your actual bracket, update your W-4 for the rest of the year to recover the over-withholding through slightly larger regular paychecks — rather than waiting for a refund at filing.

Withholding vs. Actual Tax: What Really Happens When You File

The most important concept in understanding your bonus paycheck: the taxes withheld are an estimate, not your final tax. All income is combined on your Form 1040 and taxed at your effective marginal rate based on total annual income.

Below 22%
10% or 12% bracket
Refund coming

If your marginal rate is below 22%, the flat withholding over-collected. The IRS refunds the excess when you file — which is why lower-income workers often see a larger refund in years they received a bonus.

Exactly 22%
22% bracket
Roughly even

If your total taxable income falls squarely in the 22% bracket, the flat withholding aligns closely with your true rate. You'll likely have little additional tax owed or refund from the bonus specifically.

Above 22%
24%, 32%, 35%, or 37%
May owe at filing

High earners in upper brackets will find the 22% flat withholding under-collected. A $50,000 bonus withheld at 22% ($11,000) but taxed at 32% ($16,000) leaves a $5,000 gap at filing. Set aside the difference proactively.

Pro tip for high earners: If you're in the 32% federal bracket and receive a $20,000 bonus withheld at 22%, you'll owe an additional $2,000 in federal tax at filing. Set that amount aside in a high-yield savings account from the day you receive the bonus — so you're never caught short in April. Use our Federal Income Tax Estimator to model your full annual picture including the bonus.

Smart Financial Planning With Your Net Bonus

Once you know your realistic net bonus using the calculator above, make informed decisions about how to allocate it. Here are the most financially sound uses, in order of priority.

Pay High-Interest Debt First

Credit cards at 20–30% APR cost more after-tax than virtually any risk-free investment can earn. A $5,000–$10,000 net bonus applied to credit card balances can save hundreds in future interest.

Credit Card Payoff Calculator
Build Your Emergency Fund

Financial planners recommend maintaining 3–6 months of essential living expenses in a liquid account. A bonus provides the ideal opportunity to build it quickly.

Emergency Fund Calculator
Max Out Retirement Contributions

Directing bonus proceeds toward a 401(k), IRA, or HSA is one of the highest-return moves available. Contributions reduce taxable income now and compound tax-deferred for decades.

401(k) Contribution Calculator
Compare: Raise vs. Bonus

A recurring salary raise has very different long-term implications than a one-time bonus. A $10,000 annual raise compounds into higher lifetime earnings, benefits, and 401(k) match.

Salary Raise Calculator

22% Withholding ≠ Your Actual Bonus Tax Rate

The 22% flat rate is a payroll withholding convenience set by the IRS — not your final tax rate on the bonus. Your true tax rate is determined by your total annual income on Form 1040. If your marginal rate is lower than 22%, you'll receive a refund. If it's higher, you'll owe the difference.

For most middle-income earners in the 22% bracket, withholding aligns roughly with reality. But for earners in the 32%–37% bracket, the 22% flat rate can significantly under-withhold — leading to an unexpected tax bill in April. Always model your full annual tax picture when a large bonus is involved.

Pro tip: Use our Federal Income Tax Estimator to see how your bonus shifts your total annual federal tax bill — and whether you should adjust your W-4 withholding for the rest of the year with our W-4 Withholding Calculator.

Complete Guide: How Bonuses Are Taxed in the U.S. (2026)

What the IRS Defines as Supplemental Wages

Getting a bonus feels great — until you see the net amount on your pay stub. The reason nearly half can disappear is simple: the IRS classifies bonuses, commissions, overtime paid separately, severance, and retroactive pay increases as supplemental wages, which follow different withholding rules than your regular paycheck.

The key thing to understand is that bonuses are not taxed at a higher rate than ordinary income. The U.S. tax system is marginal — every dollar of income, including your bonus, is taxed at the bracket it falls in on your annual return. What is different is the withholding method your employer uses to estimate your federal income tax at the time the bonus is paid.

According to IRS Publication 15 (Circular E), supplemental wages include any compensation paid in addition to regular wages:

Year-end and performance bonuses
Signing bonuses and relocation bonuses
Retention bonuses and referral bonuses
Holiday and Christmas bonuses (cash only — non-cash de minimis gifts may be excluded)
Military reenlistment bonuses (taxable unless in a qualifying combat zone)
Commissions, overtime pay, and back pay when paid separately
Severance and termination pay
Taxable fringe benefits and nonaccountable-plan expense allowances

Percentage Method vs. Aggregate Method — Deep Dive

Employers must use one of two IRS-approved methods when calculating federal income tax withholding on supplemental wages. The method used depends on how your employer issues the bonus check.

Percentage Method — When it applies

When a bonus is issued as a separate check from regular wages, the employer withholds at a flat 22% for total supplemental wages up to $1 million. Amounts over $1 million in the same year face a mandatory 37% on the excess. Your W-4 filing status and bracket have no effect.

Who this favors: employees in the 24%+ bracket (under-withheld — will owe at filing). Over-withholds for 10%/12% bracket earners (refund at filing).

Aggregate Method — When it applies

When the bonus is combined with regular wages in the same paycheck, the employer annualizes the combined figure and applies your W-4 bracket. More accurate in theory, but can result in higher withholding because annualizing pushes the combined amount into a higher bracket temporarily.

Example: $7,000/mo + $5,000 bonus = $12,000 combined month → annualizes to $144,000 → 24% bracket for that period.

Step-by-Step Bonus After-Tax Formula

The calculator above handles all the math instantly. But understanding the manual calculation helps you verify results and make smarter decisions about how to structure your compensation.

Net Bonus Formula (Percentage Method)

Net = Gross × (1 − Federal Rate − SS Rate − Medicare Rate − State Rate)

Example: $10,000 bonus, Texas resident, wages below SS wage base

Net = $10,000 × (1 − 0.22 − 0.062 − 0.0145 − 0.00)

Net = $10,000 × 0.7035 = $7,035.00

Same bonus, California resident (10.23% state rate)

Net = $10,000 × (1 − 0.22 − 0.062 − 0.0145 − 0.1023)

Net = $10,000 × 0.6012 = $6,012.00

1
Start with gross bonus: The pre-tax dollar amount in your offer letter or pay notice.
2
Federal income tax (22%): Multiply gross bonus × 22% (or 37% on the portion above $1M in a single calendar year).
3
Social Security (6.2%): Only if YTD wages from this employer haven't exceeded the 2026 wage base of $184,500.
4
Medicare (1.45%): No cap. Add 0.9% Additional Medicare Tax if YTD wages exceed $200,000 (single) / $250,000 (MFJ).
5
State income tax: Multiply gross bonus × your state's supplemental withholding rate. See the full state table above.
6
Net bonus = Gross − (Federal + SS + Medicare + State): This is your take-home amount. Withholding is reconciled on your annual Form 1040.

Key State Bonus Tax Rates Explained

California Bonus Tax10.23%

California applies the highest flat supplemental withholding rate in the nation. Combined with 22% federal, 7.65% FICA, and CA SDI (~1.1%), a California employee typically sees 40–42% withheld from a standard bonus. On a $10,000 bonus, roughly $4,000 is withheld. Select California in the calculator above for an exact estimate.

New York & NYC Bonus TaxUp to 10.9% + 3.876%

New York State withholds using graduated brackets with rates up to 10.9%. NYC residents face an additional 3.876% city income tax. Yonkers residents add 1.477%. Combined with federal and FICA, a NYC resident in the 32%+ federal bracket could see 44–45% withheld from a large bonus.

Texas Bonus Tax0%

Texas imposes no state income tax — only federal (22%) and FICA (7.65%) apply. Combined withholding is roughly 29.65% — significantly less than high-tax states. A $25,000 bonus in Texas yields approximately $17,587.50 net.

Florida Bonus Tax0%

Florida, like Texas, has no state income tax. A Florida resident receiving a $25,000 bonus takes home approximately $17,587.50 after federal (22%) and FICA (7.65%) — with no state deduction.

Illinois Bonus Tax4.95%

Illinois has a flat state income tax of 4.95% that applies uniformly to all wages, including bonuses. Combined with federal and FICA, total withholding in Illinois is approximately 34.6% for a standard bonus.

Strategies to Legally Reduce Bonus Tax

Maximize pre-tax 401(k) contributions before receiving the bonus: If your employer uses the aggregate method, directing bonus proceeds to a 401(k) reduces withholding on the check itself. With the flat 22% method, it still reduces annual taxable income — just not the withholding on that specific check.
Fund your HSA with bonus proceeds: HSA contributions are triple tax-advantaged. Directing a portion of your net bonus to an HSA (up to IRS limits) reduces your annual taxable income and grows tax-free for medical expenses.
Ask your employer if the bonus can be paid in a lower-income year: If you had an unusually high-income year due to a capital gain, stock vest, or second job, deferring your bonus to January pushes it into the next tax year — potentially at a lower marginal rate.
Use tax-loss harvesting to offset bonus income: Selling investments with unrealized losses before December 31 of the year your bonus is paid can offset the additional income on your return — reducing what you owe at filing.

What Happens at Filing: Over-Withholding and Under-Withholding

Rather than treating your net bonus check as the final number, model the after-filing amount: take the gross bonus, apply your actual marginal tax rate (federal + state), subtract FICA, and compare to what was withheld. The difference is either a refund or an amount to set aside.

Bonus under/over-withholding check

Gap = (Actual Rate − 22%) × Gross Bonus

Example: 32% bracket, $20,000 bonus

Gap = (0.32 − 0.22) × $20,000 = $2,000 owed at filing

/Example: 12% bracket, $10,000 bonus

Gap = (0.12 − 0.22) × $10,000 = −$1,000 refund at filing

For high earners, setting the gap amount aside in a high-yield savings account from the day you receive the bonus ensures you're never caught short at tax time. Use our Federal Income Tax Estimator to model your full annual tax liability including bonus income.

About This Calculator & Methodology

USA Salary Tools calculates bonus withholding using IRS Publication 15 (Circular E) supplemental wage rules and 2026 federal and state withholding assumptions. The 2026 Social Security wage base is $184,500 per the Social Security Administration. FICA rates reflect current law. State supplemental withholding rates are sourced from respective state Departments of Revenue.

Results are payroll withholding estimates for financial planning purposes only. Actual tax liability is determined on your annual Form 1040 based on total income, deductions, and credits. This page does not constitute tax or financial advice. Consult a licensed CPA, enrolled agent, or tax attorney for personalized guidance. Last updated: April 2026.

Frequently Asked Questions: Bonus Tax Calculator

The IRS classifies bonuses as supplemental wages. Employers withhold federal income tax using either the flat 22% percentage method (for separately paid bonuses up to $1 million) or the aggregate method. FICA taxes — Social Security at 6.2% up to the $184,500 wage base and Medicare at 1.45% — apply on top of federal income tax withholding.
The flat supplemental withholding rate is 22% for bonuses up to $1 million in a calendar year. Bonuses exceeding $1 million are withheld at 37% on the amount over $1 million. These are withholding rates — your true tax liability is determined when you file your annual return.
The percentage method withholds a flat 22% federal income tax on your bonus alone. The aggregate method combines your bonus with regular wages for the pay period, annualizes the total, and withholds based on your W-4 bracket. The aggregate method may result in higher withholding if the combined amount pushes you into a higher bracket.
When your bonus is paid separately, most employers apply the 22% flat federal rate plus Social Security (6.2%), Medicare (1.45%), and state income tax. Together, these can approach 30–40%+ of your gross bonus. Withholding is not your final tax — any over-withholding is refunded when you file your annual return.
With the flat percentage method, your bonus is withheld at 22% regardless of your income. With the aggregate method, adding a large bonus to regular wages can temporarily push the combined amount into a higher bracket for that pay period — but only on the dollars above each threshold. The U.S. uses a marginal tax system.
Yes. Signing bonuses, year-end bonuses, retention bonuses, military reenlistment bonuses, referral bonuses, holiday bonuses, and performance bonuses are all treated identically as supplemental wages by the IRS. The same 22% flat-rate or aggregate withholding rules apply to all of them.
For a $10,000 bonus using the flat 22% method: Federal withholding is $2,200; Social Security is $620; Medicare is $145; plus your state tax. In Texas (no state tax), you take home approximately $7,035. In California (10.23% state rate), you take home approximately $5,892. Use the calculator above and select your state for a precise figure.
California applies a flat 10.23% supplemental withholding rate on bonuses — the highest in the United States. Combined with 22% federal and 7.65% FICA, a California employee can see roughly 40–42% withheld from a typical bonus, plus California SDI at approximately 1.1%.
Pre-tax 401(k) contributions reduce your total taxable wages on your annual return. If your employer uses the aggregate method, directing bonus proceeds to a 401(k) can reduce withholding directly. With the flat 22% method on a separately paid bonus, regular 401(k) deductions don't change that check's federal withholding — but they still reduce your annual taxable income.
You can reduce taxable income by asking your employer to contribute part of your bonus to a pre-tax 401(k) or HSA. Timing a bonus to a lower-income year can also reduce your effective rate. You cannot reduce withholding on supplemental wages below IRS-mandated rates, but any excess over-withholding is refunded at tax time.
No. The 22% is a payroll withholding convenience set by the IRS. Your real tax rate depends on your total annual income. If your marginal rate is lower than 22% (e.g., 10% or 12% bracket), you'll receive a refund at filing. If your marginal rate is higher (24%, 32%, or above), you may owe additional tax at filing.
There is no tax difference. Signing bonuses, performance bonuses, retention bonuses, referral bonuses, holiday bonuses, and military reenlistment bonuses are all treated identically as supplemental wages by the IRS. One unique issue with signing bonuses: if you leave before a required period and must repay it, IRS Section 1341 rules govern how to claim a deduction in the repayment year.