Press Release

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

ARLINGTON, Va., Sept. 11, 2025 /PRNewswire/ — 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/bjuc.

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:

Individual Income Tax Rate Brackets 

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

Bloomberg Tax & Accounting provides practitioner-driven research and technology solutions that deliver timely, strategic insights to enable smarter decisions. From our unparalleled Tax Management Portfolios to technology designed to streamline the most complex planning and compliance scenarios, we deliver essential news and analysis, practical perspectives, and software that help tax and accounting professionals around the globe mitigate risk and maximize business results. For more information, visit Bloomberg Tax.

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SOURCE Bloomberg Tax & Accounting

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