Skip to content
Finance

Student Loan Repayment Calculator

Enter your federal student loan balance, interest rate, and income to compare your monthly payment and total cost across every repayment plan, from Standard 10-year to Income-Based and PAYE. The calculator also shows how the COVID-19 forbearance period (March 2020 to September 2023) reduced the interest you owe and what it means for your payoff timeline.

Your details

Your current total federal student loan balance.
USD
Annual interest rate on your loans. For multiple loans, use a weighted average. Graduate PLUS loans are currently around 8%, undergraduate direct loans around 6.5%.
%
Choose your federal repayment plan. Income-driven plans (IBR, PAYE, REPAYE, ICR) require you to enter your AGI and family size below.
Number of people in your household (yourself plus dependents). Larger families raise the poverty-line threshold and lower your discretionary income.
people
If your loan existed during March 2020 to September 2023, the calculator estimates the interest you saved from the 0% forbearance period.
During the COVID-19 forbearance period, 100% of voluntary payments went directly to principal because interest was 0%. This accelerated payoff.
Monthly paymentModerate interest cost
$397.42

Your estimated monthly payment under the selected plan

Total paid$47,690
Total interest charged$12,690
Repayment term120months
Interest saved by COVID-19 forbearance$7,963
Principal reduced during forbearance$0
Estimated loan forgiveness$0
Principal$35,000
Monthly payment$397.42
COVID forbearance savings$7,963
Est. forgiveness$0
$0.0$18k$35k0510
Year
  • Remaining balance
  • Cumulative interest paid

Your Standard 10-Year payment is $397.42/month.

  • You will pay 36% of your original loan balance in interest over the life of the loan on the Standard 10-Year plan.
  • The COVID-19 forbearance (March 2020 to September 2023) saved you an estimated $7963 in interest that would have accrued at your rate of 6.5%.

Next stepMaking extra payments toward principal reduces your total interest cost and shortens your repayment term, even small extra amounts compound over time.

Annual Repayment Schedule

PeriodMonthly PaymentPrincipal Paid (Year)Interest Paid (Year)Remaining Balance
Year 1$397.42$2570$2199$32430
Year 2$397.42$2742$2027$29689
Year 3$397.42$2925$1844$26763
Year 4$397.42$3121$1648$23642
Year 5$397.42$3330$1439$20312
Year 6$397.42$3553$1216$16758
Year 7$397.42$3791$978$12967
Year 8$397.42$4045$724$8921
Year 9$397.42$4316$453$4605
Year 10$397.42$4605$164$0

Annual summaries for the selected plan. Income-driven plan payments may change with annual income recertification.

How federal student loan repayment works

Federal student loans offer multiple repayment paths, from the Standard 10-Year plan with fixed equal monthly payments to income-driven plans that cap your payment at a percentage of your discretionary income. The Standard plan minimizes total interest because you pay the loan off faster. Income-driven plans (IBR, PAYE, REPAYE, ICR) extend your term to 20 to 25 years and base payments on what you earn minus a poverty-line threshold rather than on your loan balance, so payments can be very low or even zero if your income is modest. At the end of the income-driven term, any remaining balance is forgiven, though that forgiven amount may be taxable.

COVID-19 forbearance: what it was and why it still matters

Starting March 13, 2020, the federal government suspended payments on most federally held student loans and set the interest rate to 0%. This pause ran through multiple extensions and officially ended September 1, 2023, covering roughly 42 months. During that window, no interest accrued on eligible loans, which means borrowers who already had loans before 2020 accumulated significant interest savings compared to what they would have owed under normal conditions. Borrowers who kept making voluntary payments during forbearance got an additional benefit: because the interest rate was 0%, every dollar paid went directly to reducing principal rather than covering interest first, accelerating payoff significantly. If your loan existed before September 2023, this calculator shows both the interest you saved and the principal reduction from any voluntary payments.

Discretionary income and income-driven repayment

Income-driven plans compute your payment from your "discretionary income," defined as your Adjusted Gross Income minus 150% of the federal poverty guideline for your family size. For 2024, the poverty guideline is $15,060 for one person, with $5,380 added for each additional household member. So a borrower earning $55,000 with a family of one has a discretionary income of about $32,450 ($55,000 minus $22,590), and a 10% IDR payment would be roughly $270 per month. Larger families reduce the discretionary income figure, which directly lowers your payment. You recertify your income each year, so payments adjust if your earnings change.

Choosing the right plan and planning for forgiveness

The best plan depends on your income relative to your loan balance. If your loan is small and your income is reasonable, the Standard 10-Year plan saves the most total money. If your balance is large relative to income, an income-driven plan keeps payments manageable, and if your balance still has a significant remaining amount after the forgiveness term (20 or 25 years), you may receive loan forgiveness. Public Service Loan Forgiveness (PSLF) is a separate program that forgives remaining balances tax-free after just 10 years of qualifying payments while working full-time for a government or nonprofit employer. Consider also whether refinancing to a private loan makes sense: you could get a lower rate, but you permanently lose federal protections like forbearance, income-driven options, and forgiveness programs.

Federal Student Loan Repayment Plan Comparison

PlanTermPayment basisForgivenessBest for
Standard 10-Year10 yearsFixed equal paymentsNoneLowest total interest
Graduated 10-Year10 yearsLow start, rises every 2 yearsNoneExpect rising income
Extended Fixed 25-Year25 yearsFixed equal paymentsNoneLower monthly payment
Extended Graduated 25-Year25 yearsLow start, rises every 2 yearsNoneVery low starting payment
IBR20-25 years10-15% of discretionary incomeAfter 20-25 yearsModerate income
PAYE20 years10% of discretionary incomeAfter 20 yearsHigh debt-to-income
REPAYE20-25 years10% of discretionary incomeAfter 20-25 yearsAny income level
ICR25 years20% discretionary or 12-yr fixed (lesser)After 25 yearsParent PLUS consolidation

Key characteristics of federal repayment plans for Direct Loans. Income-driven plans require annual income recertification.

Frequently asked questions

Did COVID-19 forbearance affect all student loans?

No. The COVID-19 forbearance applied only to federally held student loans, primarily Direct Loans and most FFEL loans held by the Department of Education. Privately held FFEL loans, Perkins loans held by schools, and all private student loans were not covered. If you had private loans, interest continued to accrue throughout the pandemic unless your private lender offered its own relief program.

Did interest accrue during the COVID-19 payment pause?

No, not for eligible federal loans. The interest rate on covered federal loans was set to 0% from March 13, 2020, through August 31, 2023. This means the balance on those loans did not grow at all during the pause, which is a major benefit over a standard deferment where interest typically continues to accrue.

What happens if I made payments during the forbearance period?

Because the interest rate was 0%, 100% of any voluntary payment you made during the forbearance reduced your loan principal directly. There was no interest to pay first. Borrowers who kept making their normal payments knocked down their balance significantly faster than they would have under normal amortization, shortening their repayment timeline and reducing total interest after forbearance ended.

What is discretionary income for income-driven repayment?

Discretionary income is your Adjusted Gross Income minus 150% of the federal poverty guideline for your household size. The poverty guideline is updated annually by the Department of Health and Human Services. A larger family size raises the threshold and lowers your discretionary income, which reduces your monthly IDR payment. A single borrower earning $55,000 in 2024 has a discretionary income of about $32,450 using the current guidelines.

Is loan forgiveness under income-driven plans taxable?

Historically, forgiven student loan balances under IDR plans were treated as taxable income in the year of forgiveness. The American Rescue Plan Act of 2021 temporarily exempted student loan forgiveness from federal income tax through December 31, 2025. Tax treatment after that date is uncertain, so borrowers expecting forgiveness should monitor tax law changes and potentially set aside savings to cover a possible tax bill on the forgiven amount.

What is the difference between IBR, PAYE, and REPAYE?

All three are income-driven plans that cap your payment at a percentage of discretionary income. IBR caps payments at 10% of discretionary income for newer borrowers (15% for loans taken before July 1, 2014) with a cap equal to the Standard 10-Year payment. PAYE is 10% of discretionary income for 20 years with the same cap, but requires you to have borrowed after October 2007. REPAYE is also 10% of discretionary income but has no cap at the Standard payment, meaning very high earners can pay more than under other plans. REPAYE also gives a partial interest subsidy if your payment does not cover accruing interest.

What if I want to pay off my loan faster?

There is no penalty for prepaying federal student loans. Making extra payments on top of your required minimum reduces principal faster, which cuts the interest that accrues in future months. The quickest payoff strategy is to pay the Standard 10-Year amount (or more) even if you enrolled in an IDR plan, using the lower IDR payment as a safety net rather than a target. Even modest extra payments of $50 to $100 per month can shorten a 25-year term by several years.

Sources

Written by Sarah Klein, CFP Certified Financial Planner · Chicago, USA

Fifteen years translating mortgage tables and amortization schedules into decisions that actually help real borrowers.

How we build & check our calculators

This tool provides general information and education, not professional advice. For decisions about your health or finances, consult a qualified professional.

Search 3,500+ calculators

Loading search…