Get a head start on end-of-year planning with complete access to the projected inflation-adjusted federal tax amounts for 2026 – delivered just hours after release by the Bureau of Labor Statistics.
With our historically accurate projections, you can begin identifying savings for your firm or clients before the IRS puts out the official announcement.
The 2026 report will account for several changes under the One Big Beautiful Bill Act (OBBBA), including:
- Higher adjustment for inflation for the two lowest income tax brackets
- Changes to the modified phaseout amounts for the AMTI
- Inflation adjustment for the new minimum deduction for active qualified business income
- New adjustment for the child tax credit
What else is inside this report?
Projected penalty amounts:
- Failure to file personal and business tax returns
- Failure to file correct information returns
- Failure to furnish correct payee statements
- Failures relating to the preparation of tax returns for other persons
Projected retirement planning figures:
- Income limits for Roth IRA contribution eligibility
- Deduction limits for qualified retirement savings contributions
Hundreds of other amounts necessary to calculate clients’ taxes:
- Tax bracket income thresholds
- Standard deduction amounts
- Thresholds for calculating qualified business income deduction
- AMT thresholds
- Estate tax exemption amount
- Annual gift tax exclusion amount
- Deduction limits for health and medical savings accounts
Download your free copy now to help position your firm or clients for maximum savings.