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Tax Tools

Tax Tools & Calculators

Simple answers to common tax questions — without the tax jargon.

These calculators are intended for general informational and planning purposes only and are not a substitute for personalized tax advice.

2026 Tax Reference

Income Tax Brackets

Select your filing status

RateTaxable Income
10%$0 – $11,925
12%$11,925 – $48,475
22%$48,475 – $103,350
24%$103,350 – $197,300
32%$197,300 – $250,525
35%$250,525 – $626,350
37%Over $626,350

Long-Term Capital Gains Rates

Applies to assets held more than one year

Single

0%Up to $48,350
15%$48,350 – $533,400
20%Over $533,400

Married Filing Jointly

0%Up to $96,700
15%$96,700 – $600,050
20%Over $600,050

Head of Household

0%Up to $64,750
15%$64,750 – $566,700
20%Over $566,700

Married Filing Separately

0%Up to $48,350
15%$48,350 – $300,000
20%Over $300,000

Standard Deductions

Single / Married Filing Separately$15,000
Married Filing Jointly$30,000
Head of Household$22,500
Additional (Age 65+ or Blind) — Single/HOH+$2,000
Additional (Age 65+ or Blind) — MFJ/MFS+$1,600

Key Planning Figures

AMT Exemption — Single$88,100
AMT Exemption — MFJ$137,000
AMT Phase-out — Single$626,350
AMT Phase-out — MFJ$1,252,700
Annual Gift Tax Exclusion$19,000
Social Security Wage Base$176,100
Medicare Surtax Threshold — Single$200,000
Medicare Surtax Threshold — MFJ$250,000
NIIT Threshold — Single$200,000
NIIT Threshold — MFJ$250,000
QBI Deduction Phase-in — Single$197,300
QBI Deduction Phase-in — MFJ$394,600