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OAS Clawback Calculator 2026 | Recovery Tax Threshold

Updated

OAS Clawback Calculator

The OAS Recovery Tax (clawback) reduces your Old Age Security if your income is too high. For the broader rules around OAS eligibility, GIS, and deferral, start with the complete OAS guide.

2026 OAS Clawback Thresholds

ThresholdAmount
Clawback starts$90,997
Full clawback (OAS = $0)~$148,476
Recovery rate15% of excess
Maximum OAS (age 65-74)$727.67/month
Maximum OAS (age 75+)$800.44/month

OAS Clawback by Income Level

Age 65-74 (Max OAS: $8,732/year)

Net IncomeExcess Over ThresholdClawbackOAS Remaining
$90,000$0$0$8,732
$95,000$4,003$600$8,132
$100,000$9,003$1,350$7,382
$110,000$19,003$2,850$5,882
$120,000$29,003$4,350$4,382
$130,000$39,003$5,850$2,882
$140,000$49,003$7,350$1,382
$148,476+$57,479+$8,732+$0

Age 75+ (Max OAS: $9,605/year)

Net IncomeClawbackOAS Remaining
$90,000$0$9,605
$100,000$1,350$8,255
$120,000$4,350$5,255
$140,000$7,350$2,255
$155,027+$9,605+$0

Monthly Impact

Annual IncomeMonthly ClawbackMonthly OAS Received
$95,000$50$678
$100,000$113$615
$110,000$238$490
$120,000$363$365
$130,000$488$240

What Counts as Income?

Income sources that trigger clawback:

IncludedNot Included
Employment incomeTFSA withdrawals
CPP/QPP benefitsGIS payments
RRSP/RRIF withdrawalsWorkers comp
Pension incomeSocial assistance
Investment incomeDeath benefits
Rental incomeLottery winnings
Capital gains (50%)Principal residence sale
OAS itself

If you are planning annual withdrawals, compare these income sources in the context of your full retirement income plan.

Strategies to Reduce OAS Clawback

1. TFSA Over RRSP

StrategyImpact
Withdraw from TFSANot counted as income
Withdraw from RRSPFully taxable, triggers clawback
Savings: $100K TFSA vs RRSP~$1,500/year in OAS

This is why many retirees preserve TFSA room and coordinate RRSP/RRIF withdrawals with the RRIF calculator.

2. Pension Income Splitting

ScenarioBefore SplitAfter Split
Spouse 1 income$140,000$105,000
Spouse 2 income$70,000$105,000
Total clawback$7,350$4,200
Savings$3,150/year

3. Delay OAS to 70

Age StartedMonthly IncreaseBreak-Even
650%
66+7.2%
67+14.4%
68+21.6%
69+28.8%
70+36%~82 years old

Higher OAS at 70 means higher threshold before full clawback.

4. RRSP Meltdown Strategy

Withdraw more RRSP in early retirement (before OAS starts) to reduce RRIF minimums later. The RRSP to RRIF conversion guide explains this sequencing in more detail.

AgeStrategy
60-64Larger RRSP withdrawals
65+Smaller RRIF = less clawback

5. Corporate Retained Earnings

For business owners:

ApproachImpact
Pay yourself salaryTriggers clawback
Retain in corporationNot personal income
Pay dividends strategicallyControl timing

OAS Clawback vs Marginal Tax Rate

The clawback acts like a 15% surtax:

Income RangeMarginal Tax+ ClawbackEffective Rate
$90,997 - $100,000~30%+15%~45%
$100,000 - $148,476~35%+15%~50%

Timing Considerations

FactorRecommendation
One-time income spikeMay be unavoidable
Planning RRSP conversionDo before 65 if possible
Severance packageDefer if near retirement
Capital gainsSpread over multiple years