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GuideTax Year 2026

2026 Federal Tax Reference Guide

A comprehensive two-page reference covering income tax brackets, capital gains rates, retirement contribution limits, estate and gift exclusions, and key provisions from the One Big Beautiful Bill Act — all with 2025 comparisons.

Updated March 2026·Presented by Hearth

What's Inside

  • 2026 income tax brackets with 2025 comparison
  • Capital gains & qualified dividend thresholds
  • Key OBBBA provisions (2025-2028)
  • Standard deductions & SALT cap changes
  • Retirement plan contribution limits (401k, IRA, SEP, SIMPLE)
  • Estate & gift tax exclusions
  • Section 179 & bonus depreciation updates
  • Section 199A QBI deduction thresholds

How to Use This Guide

This reference is designed for business owners, CPAs, and financial advisors who need quick access to current federal tax figures. Print it, bookmark it, or share the PDF with your advisory team.

All figures based on IRS Rev. Proc. 2025-32, Rev. Proc. 2024-40, SSA announcements, and the One Big Beautiful Bill Act (P.L. 119-21).

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For informational purposes only. Not tax, legal, or financial advice. Tax law is subject to change. Consult a qualified tax professional for advice specific to your situation.

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