2026 Tax Projections: Bloomberg Tax Provides Early Insights for Strategic Planning

Arlington, VA — Bloomberg Tax & Accounting released its 2026 Projected U.S. Tax Rates, which indicate inflation is holding steady with a 2.7% increase from 2025. The full report is available at https://aboutbtax.com/bjud.

Bloomberg Tax’s annual Projected U.S. Tax Rates Report provides early, accurate notice of the potential tax savings that could be realized due to increases in deduction limitations, upward adjustments to tax brackets, and increases to numerous other key thresholds.

The report accounts for several new adjustments made under the One Big Beautiful Bill Act (OBBBA) that affect tax planning for taxpayers in 2026 and beyond. For corporate taxpayers, they include modified phaseout amounts for the AMTI under §55.

For passthroughs, the report includes an adjustment to the new minimum deduction for active qualified business income under §199A.

For individuals, the report includes varied income tax rates with steeper adjustments for lower brackets. Additionally, the report includes an adjustment to the child tax credit, which has never before been adjusted for inflation.

“Our annual projections provide tax professionals with the timely, data-driven intelligence they need to strategize effectively for the upcoming tax year well ahead of official IRS figures,” said Evan Croen, head of Bloomberg Tax & Accounting. “With persistent inflation affecting everything from individual tax brackets to the child tax credit, our integrated research and software solutions are essential for navigating these changes and optimizing tax planning.”

The updated rates flow directly into Bloomberg Tax’s innovative software solutions including Bloomberg Tax Provision, Bloomberg Tax Fixed Assets, and Bloomberg Tax Workpapers. This is an example of the power and efficiency of Bloomberg Tax & Accounting’s integrated suite of solutions, which modernizes the corporate tax process, from data collection to tax calculations that power key deliverable.

Other key adjustments, with comparisons of the 2025 amounts and 2026 projections, include:

 

Married Filing Jointly and Surviving Spouses
2025 Tax Rate Bracket Income Ranges Projected 2026 Tax Rate Bracket Income Ranges
10% – $0 to $23,850 10% – $0 to $24,800
12% – Over $23,850 to $96,950 12% – Over $24,800 to $100,800
22% – Over $96,950 to $206,700 22% – Over $100,800 to $211,100
24% – Over $206,700 to $394,600 24% – Over $211,400 to $403,550
32% – Over $394,600 to $501,050 32% – Over $403,550 to $512,450
35% – Over $501,050 to $751,600 35% – Over $512,450 to $768,700
37% – Over $751,600 37% – Over $768,700

 

Unmarried Individuals (other than Surviving Spouses and Heads of Households)
2025 Tax Rate Bracket Income Ranges Projected 2026 Tax Rate Bracket Income Ranges
10% – $0 to $11,925 10% – $0 to $12,400
12% – Over $11,925 to $48,475 12% – Over $12,4000 to $50,400
22% – Over $48,475 to $103,350 22% – Over $50,400 to $105,700
24% – Over $103,350 to $197,300 24% – Over $105,700 to $201,775
32% – Over $197,300 to $250,525 32% – Over $201,775 to $256,225
35% – Over $250,525 to $626,350 35% – Over $256,225 to $640,600
37% – Over $626,350 37% – Over $640,600

 

Standard Deduction

Filing Status 2025

Standard Deduction

Projected 2026

Standard Deduction

Married Filing Jointly/Surviving Spouses $30,000 $32,200
Heads of Household $22,500 $24,175
All Other Taxpayers $15,000 $16,100

 

Alternative Minimum Tax (AMT)

Filing Status 2025

AMT Exemption Amount

Projected 2026

AMT Exemption Amount

Married Filing Jointly/Surviving Spouses $137,000 $140,200
Unmarried Individuals

(other than Surviving Spouses)

$88,100 $90,100
Married Filing Separately $68,500 $70,100
Estates and Trusts $30,700 $31,400

 


About Bloomberg Tax & Accounting

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