2.png

Blog

IRS Tax Inflation Adjustments for 2026

I have included the following information in our December monthly newsletter. Other items covered in our newsletter include: 2025 BBB tax update, tax preparation reminders and organization tips, last minute tax planning, donations, 1099 processing, goals, and other news where I share details on my plans for this month.

You can come back to reference this as you prepare for tax season and plan for your 2026 taxes.

Standard deduction changes

  • $32,200 for married couples filing jointly - up by $700

  • $16,100 for single filers & married filing separately folks - up by $350.

  • $24,150 for heads of households - up by $525.

Marginal rates

  • 37% for incomes over $640,600 ($768,700 for married filing jointly)

  • 35% for incomes over $256,225 ($512,450 for married filing jointly)

  • 32% for incomes over $201,775 ($403,550 for married filing jointly)

  • 24% for incomes over $105,700 ($211,400 for married filing jointly)

  • 22% for incomes over $50,400 ($100,800 for married filing jointly)

  • 12% for incomes over $12,400 ($24,800 for married filing jointly)

  • 10% for incomes of $12,400 or less ($24,800 for married filing jointly)

IRA contribution changes

  • $24,500 for individuals contributing to a 401(k), 403(b), 457, & TSP - up by $1,000

·         For folks who contribute through their employers to an IRA and receive a company match, combined employee and employer contributions cannot exceed $72,000 - up by $2,000.

  • $7,500 for Traditional or Roth IRA and $8,600 for folks 50 or over.

Other common benefit changes

  • $4,400 for self-only or $8,750 for family coverage - up by $100 for self-only & $325 for family

  • $3,400 for FSA - up by $100

Standard mileage rate – not yet release but should be sometime in December.

                Here is 2025’s rates:

  • 70 cents for business miles - up by 3 cents

  • 21 cents for medical miles

  • 21 cents for moving miles for qualified active-duty members of the Armed Forces

  • 14 cents for charitable service miles

Source: https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2026-including-amendments-from-the-one-big-beautiful-bill

https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500  

Neda Eckhardt