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Federal Tax Rates Reference Guide

Explore federal income tax rates, state and local taxes, and understand how your income level and filing status affect your obligations.

7 Tax Brackets2024–2026All Filing StatusesFederal + State

Full Tax Rate Tables

Select a year and filing status to look up brackets, then scroll down for Social Security, Medicare, education, and other key figures for that year.

2026 Tax Rates by Filing Status

If taxable income is overBut not overThe tax is
$0$12,40010% of the taxable amount
$12,400$50,350$1,240.00 plus 12% of the excess over $12,400
$50,350$105,725$5,794.00 plus 22% of the excess over $50,350
$105,725$201,775$17,976.50 plus 24% of the excess over $105,725
$201,775$256,175$42,188.50 plus 32% of the excess over $201,775
$256,175$640,600$59,616.50 plus 35% of the excess over $256,175
$640,600no limit$194,304.00 plus 37% of the excess over $640,600

Social Security — 2026

Base Salary$180,300
Social Security Tax Rate6.20%
Maximum Social Security Tax$11,178.60
Medicare Base Salaryunlimited
Medicare Tax Rate1.45%

Additional Medicare Tax — 2026

Additional Medicare Tax0.90%
Married filing jointly — Compensation over$250,000
Married filing separately — Compensation over$125,000
Single — Compensation over$200,000
Head of household — Compensation over$200,000
Qualifying widow(er) — Compensation over$200,000

Education Credits — 2026

American Opportunity Tax Credit (Hope)$2,500
Lifetime Learning Credit$2,000
Student Loan Interest Deduction$2,500
Coverdell Education Savings Contribution$2,000

Miscellaneous Rates & Limits — 2026

Standard Deduction — Married filing jointly or Qualifying Widow(er)$32,200
Standard Deduction — Head of household$24,150
Standard Deduction — Single or Married filing separately$16,100
Business Equipment Expense Deduction (Sec. 179)$1,280,000
Prior-year safe harbor for estimated taxes (higher-income taxpayers)110% of 2025 tax liability
Standard mileage rate — business driving70 cents/mile
Standard mileage rate — medical/moving21 cents/mile
Standard mileage rate — charitable driving14 cents/mile
Child Tax Credit$2,200 per qualifying child
Capital gains rate (0%) — up to $100,000 MFJ / $67,050 HoH / $50,000 Single / $3,250 Estates0%
Capital gains rate (15%) — up to $617,350 MFJ / $583,800 HoH / $550,350 Single / $16,075 Estates15%
Capital gains rate (20%) — above the 15% threshold20%
Long-term gain — depreciation recapture25%
Capital gains rate — collectibles & qualified small business stock28%
Maximum contribution — Traditional/Roth IRA (under age 50)$7,500
Maximum contribution — Traditional/Roth IRA (age 50 or older)$8,500
Maximum employee contribution — SIMPLE IRA (under age 50)$17,000
Maximum employee contribution — SIMPLE IRA (age 50 or older)$20,500
Maximum Contribution to SEP IRA25% of comp up to $71,000
401(k) maximum employee contribution (under age 50)$24,500
401(k) maximum employee contribution (age 50 or older)$32,500
Self-employed health insurance deduction100%
Estate tax exemption$15,000,000
Annual Exclusion for Gifts$19,000
Foreign Earned Income Exclusion$132,900

Figures shown are for general reference and subject to inflation adjustments and legislative change. Contact our team for guidance specific to your situation.

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