$Missed Deductions

What is the SALT deduction workaround for business owners?

State Tax Issuesintermediate2 answers · 5 min readUpdated February 28, 2026

Quick Answer

The SALT workaround allows business owners to pay state taxes at the entity level and deduct them as business expenses, bypassing the $10,000 personal SALT cap. Over 30 states now offer this option, potentially saving business owners $2,000-$10,000+ annually in federal taxes.

Best Answer

RK

Robert Kim, Tax Return Analyst

Business owners and pass-through entity owners looking to maximize their SALT deductions

Top Answer

How the SALT workaround works


The SALT workaround allows pass-through entities (S-corps, partnerships, LLCs) to pay state income taxes at the business level instead of the owner level. This transforms what would be a personal SALT deduction (capped at $10,000) into an unlimited business expense deduction.


According to IRS Notice 2020-75, the IRS will not challenge these state-level workarounds, making them a legitimate tax strategy for eligible businesses.


Example: New York S-corp owner saves $3,360


Consider an S-corp owner in New York with $200,000 in business income:


Without workaround:

  • Personal NY tax on S-corp income: $12,000
  • SALT deduction allowed: $10,000 (capped)
  • Lost deduction: $2,000
  • Additional federal tax: $2,000 × 32% = $640

  • With workaround:

  • Business pays NY PTET: $12,000
  • Business deducts full $12,000
  • Owner gets NY tax credit: $12,000
  • Net federal tax savings: $640 + additional benefits

  • State-by-state SALT workaround availability



    Key requirements and limitations


  • Entity type: Must be a pass-through entity (S-corp, partnership, LLC taxed as partnership)
  • Election timing: Most states require annual elections by March 15th
  • Minimum thresholds: Some states have minimum income requirements
  • Owner limitations: Some states limit based on owner residency
  • Credit coordination: Owners typically receive state tax credits to avoid double taxation

  • Advanced strategies for maximum benefit


    1. Multi-state coordination

    If you operate in multiple states with PTET elections, coordinate to maximize benefits across all jurisdictions.


    2. Timing income recognition

    Shift income between tax years to optimize PTET benefits when crossing state thresholds.


    3. Entity structure optimization

    Consider converting sole proprietorships to LLCs or forming additional entities to access PTET benefits.


    Potential savings calculation


    Annual federal tax savings = (State tax above $10,000) × (Federal marginal tax rate)


    For a business owner paying $25,000 in state taxes in the 32% federal bracket:

  • Excess SALT: $25,000 - $10,000 = $15,000
  • Federal tax savings: $15,000 × 32% = $4,800 annually

  • What you should do


    1. Check your state's program: Verify if your state offers a PTET election and what entities qualify

    2. Calculate potential savings: Estimate your state tax burden and federal tax bracket

    3. Review entity structure: Consider if entity changes would unlock PTET benefits

    4. Plan election timing: Most elections must be made by March 15th for the current tax year

    5. Consult your tax advisor: PTET elections have complex implications for multi-state businesses


    Use our refund estimator to calculate potential savings from implementing a SALT workaround strategy.


    Key takeaway: The SALT workaround can save business owners $2,000-$10,000+ annually by converting capped personal deductions into unlimited business expenses, but requires proper entity structure and timely elections.

    *Sources: [IRS Notice 2020-75](https://www.irs.gov/pub/irs-drop/n-20-75.pdf), [IRS Publication 535](https://www.irs.gov/pub/irs-pdf/p535.pdf)*

    Key Takeaway: The SALT workaround converts personal tax deductions into unlimited business expenses, potentially saving $2,000-$10,000+ annually for eligible business owners.

    SALT workaround savings by income level and state

    Business IncomeStateState TaxWithout WorkaroundWith WorkaroundAnnual Savings
    $100,000California$8,500$1,700 federal tax$0 federal tax$1,700
    $200,000New York$15,000$3,200 federal tax$0 federal tax$3,200
    $300,000New Jersey$22,500$4,000 federal tax$0 federal tax$4,000
    $150,000Connecticut$10,500$336 federal tax$0 federal tax$336

    More Perspectives

    RK

    Robert Kim, Tax Return Analyst

    Retired business owners or seniors with consulting income who might benefit from SALT workarounds

    SALT workarounds for retired business owners


    Many retirees continue to have business income through consulting, rental properties, or retained ownership in family businesses. The SALT workaround can be particularly valuable for retirees in high-tax states who maintain business activities.


    Example: Retired consultant in California


    A retired executive earning $80,000 annually from consulting through an LLC:

  • California tax on consulting income: $6,400
  • Current SALT deduction: Limited by $10,000 cap (includes property taxes)
  • With PTET election: Full $6,400 business deduction
  • Federal tax savings: $6,400 × 22% = $1,408 annually

  • Special considerations for retirees


    Rental property partnerships

    If you own rental properties through partnerships or LLCs, these may qualify for PTET elections in many states, converting rental income taxes into business deductions.


    Family business transitions

    Retirees transferring businesses to children can structure the transition to maintain PTET benefits while reducing overall family tax burden.


    Simplified entity management

    Retirees with lower income may find the administrative burden of PTET elections less worthwhile than high-earning business owners.


    Warning signs to avoid


  • Inactive entities: Don't use PTET elections for entities without genuine business activity
  • Personal expenses: Ensure the entity has legitimate business income and expenses
  • State residency changes: Moving states can complicate PTET benefits and create unexpected tax obligations

  • Key takeaway: Retired business owners can benefit from SALT workarounds, but should weigh administrative complexity against tax savings based on their specific income levels and business activities.

    *Always consult with a tax professional before making PTET elections, especially when considering multi-state implications.*

    Key Takeaway: Retired business owners can benefit from SALT workarounds on consulting and rental income, but should weigh complexity against savings.

    Sources

    salt workaroundbusiness taxespass through entitiesstate tax planning

    Reviewed by Robert Kim, Tax Return Analyst on February 28, 2026

    This content is for educational purposes only and is not a substitute for professional tax advice. Consult a qualified tax professional for advice specific to your situation.