Resource · Tax Planning
2026 Tax Quick Reference
A one-glance reference for 2026 brackets, standard deductions, retirement contribution limits, and key thresholds.
Tax numbers change every year, and the ones that matter most are spread across Internal Revenue Service (IRS) notices, Medicare announcements, and state rules. This reference gathers the key 2026 federal and Ohio figures in one place, so you can check a limit or threshold without hunting for it.
What’s inside
Federal income tax brackets
The 2026 brackets for single, married filing jointly, and head of household filers, plus long-term capital gains rates and standard deductions.
Retirement contribution limits
Limits for 401(k), 403(b), and 457 plans, traditional and Roth individual retirement accounts (IRAs), and self-employed plans, including catch-up contributions.
Social Security and Medicare
How much of your Social Security benefit may be taxable, and the Income-Related Monthly Adjustment Amount (IRMAA) tiers that raise Medicare premiums at higher incomes.
Health accounts and required distributions
Health savings account (HSA) and flexible spending account (FSA) limits, plus the ages when required minimum distributions (RMDs) begin.
Gift, estate, and charitable giving
The annual gift exclusion, the federal estate exemption, and qualified charitable distribution (QCD) limits.
Ohio income tax
Ohio’s 2026 tax structure, the state’s treatment of Social Security, and the Ohio 529 plan deduction.
Keep it close at tax time
Download the reference and keep it with your tax papers. Figures change each year, so confirm current amounts with IRS.gov or your tax professional before acting.
This content is for informational purposes only and is not individualized advice.