Tax Year   2026
Source · IRS Rev. Proc. 2025–32
Federal Reference

2026 Tax Brackets & Capital Gains

Marginal ordinary-income rates and long-term capital-gains thresholds for individual and joint filers, as published in Revenue Procedure 2025–32.

Ordinary Income

Marginal Rates · Applied to Taxable Income
Single Filer
Std. Deduction $16,100
RateTaxable Income
10%$0 $12,400
12%$12,400 $50,400
22%$50,400 $105,700
24%$105,700 $201,775
32%$201,775 $256,225
35%$256,225 $640,600
37%$640,600 and above
Married Filing Jointly
Std. Deduction $32,200
RateTaxable Income
10%$0 $24,800
12%$24,800 $100,800
22%$100,800 $211,400
24%$211,400 $403,550
32%$403,550 $512,450
35%$512,450 $768,700
37%$768,700 and above

Long-Term Capital Gains

Assets Held Greater Than One Year
Single Filer
NIIT Threshold $200,000
RateTaxable Income
0%$0 $49,450
15%$49,450 $545,500
20%$545,500 and above
Married Filing Jointly
NIIT Threshold $250,000
RateTaxable Income
0%$0 $98,900
15%$98,900 $613,700
20%$613,700 and above
Plus NIIT
An additional 3.8% Net Investment Income Tax applies to capital gains, dividends, and interest once modified AGI crosses the threshold above — raising the effective top long-term rate to 23.8%.
Top Marginal Rate
37%
Single > $640,600 · MFJ > $768,700
Top LTCG Rate
20%
Plus 3.8% NIIT for high earners
Estate Exclusion
$15,000,000
Per decedent · indexed forward
Gift Exclusion
$19,000
Annual, per recipient
Disclosure.   Securities and Advisory Services offered through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC. This document is for informational purposes only and does not constitute tax, legal, or investment advice. Proper Planning & Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
Overland Park, Kansas
Your Wealth. Well Planned.