Key Tax Numbers 2026

(red indicates not yet updated from 2025, green indicates updated with projected amounts but not finalized)

Federal Tax Brackets

 

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Federal Dividend & Long-Term Capital Gain Rules

 

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Contribution Limits & Credits

 

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Phase-Outs

 

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Misc

 

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Neither PWA, nor its representatives are Certified Public Accountants or licensed attorneys. As such, PWA is not in the business of providing tax or legal advice to its clients. The filing of tax documents on clients’ behalf, and inclusion of estate and tax planning topics in financial plans, should not be confused with the expert advice provided by a CPA or licensed attorney. While we have made an attempt to verify the accuracy of the information provided above, it is not intended as a replacement for the information provided by the Internal Revenue Service or tax professionals.  All clients are encouraged to seek independent, competent legal counsel and accountants for their legal and tax advising needs.