ARLINGTON, Va., Sept. 11, 2026 /PRNewswire/ — Bloomberg Tax & Accounting released its 2027 Projected U.S. Tax Rates, which indicates a 3.2% increase in inflation from 2026 (compared to the 2.7% increase from 2025). The full report is available at https://aboutbtax.com/bmN8.
Bloomberg Tax’s annual Projected U.S. Tax Rates Report provides early, accurate notice of the potential tax savings that could be realized due to increases in deduction limitations, upward adjustments to tax brackets, and increases to numerous other key thresholds.
In an unprecedented event, the Bureau of Labor Statistics did not report the data from October of 2025. Thus, the C-CPI-U has been computed on an 11-month average.
The report accounts for several new adjustments made under the One Big Beautiful Bill Act (OBBBA) that affect tax planning for taxpayers in 2027 and beyond. For corporate taxpayers and passthroughs, they include an adjustment to the employer-provided child care credit, initially enhanced by the OBBBA. It also includes an adjustment to the threshold for information at source reporting requirements, which was initially increased by the OBBBA. For individuals, the report includes varied income tax rates with steeper adjustments for lower brackets.
“Tax professionals are being asked to make consequential planning decisions amid constant policy change and growing complexity,” said Evan Croen, head of Bloomberg Tax & Accounting. “By providing trusted projections before official figures are released and carrying those updates directly into the tools where professionals work, we can help them move from information to action sooner and spend more time applying their expertise to the decisions that matter most.”
The updated rates flow directly into Bloomberg Tax’s innovative software solutions including Bloomberg Tax Provision, Bloomberg Tax Fixed Assets, and Bloomberg Tax Workpapers. This is an example of the power and efficiency of Bloomberg Tax & Accounting’s integrated suite of solutions, which modernizes the corporate tax process, from data collection to tax calculations that power key deliverable.
Other key adjustments, with comparisons of the 2026 amounts and 2027 projections, include:
Individual Income Tax Rate Brackets
|
Married Filing Jointly and Surviving Spouses |
|
|
2026 Tax Rate Bracket Income Ranges |
Projected 2027 Tax Rate Bracket Income Ranges |
|
10% – $0 to $24,800 |
10% – $0 to $25,600 |
|
12% – Over $24,800 to $100,800 |
12% – Over $25,600 to $104,050 |
|
22% – Over $100,800 to $211,400 |
22% – Over $104,050 to $218,250 |
|
24% – Over $211,400 to $403,550 |
24% – Over $218,250 to $416,650 |
|
32% – Over $403,550 to $512,450 |
32% – Over $416,650 to $529,100 |
|
35% – Over $512,450 to $768,700 |
35% – Over $529,100 to $793,650 |
|
37% – Over $768,700 |
37% – Over $793,650 |
|
Unmarried Individuals (other than Surviving Spouses and Heads of Households) |
|
|
2026 Tax Rate Bracket Income Ranges |
Projected 2027 Tax Rate Bracket Income Ranges |
|
10% – $0 to $12,400 |
10% – $0 to $12,800 |
|
12% – Over $12,400 to $50,400 |
12% – Over $12,800 to $52,025 |
|
22% – Over $50,400 to $105,700 |
22% – Over $52,025 to $109,125 |
|
24% – Over $105,7000 to $201,775 |
24% – Over $109,125 to $208,325 |
|
32% – Over $201,775 to $256,225 |
32% – Over $208,325 to $264,550 |
|
35% – Over $256,225 to $640,600 |
35% – Over $264,550 to $661,375 |
|
37% – Over $640,6000 |
37% – Over $661,375 |
Standard Deduction
|
Filing Status |
2026 Standard Deduction |
Projected 2027 Standard Deduction |
|
Married Filing Jointly/Surviving Spouses |
$31,500 |
$33,200 |
|
Heads of Household |
$23,625 |
$24,925 ($24,950) |
|
All Other Taxpayers |
$15,7500 |
$16,600 |
Alternative Minimum Tax (AMT)
|
Filing Status |
2026 AMT Exemption Amount |
Projected 2027 AMT Exemption Amount |
|
Married Filing Jointly/Surviving Spouses |
$140,200 |
$144,700 |
|
Unmarried Individuals (other than Surviving Spouses) |
$90,100 |
$93,000 |
|
Married Filing Separately |
$70,100 |
$72,350 |
|
Estates and Trusts |
$31,400 |
$32,500 |
About Bloomberg Tax
Bloomberg Tax delivers a comprehensive suite of solutions designed to help tax and accounting professionals navigate a complex global landscape. By combining practitioner-driven insights with intelligent, AI-powered tools, we provide the expertise you need to ensure compliance, streamline workflows, and drive strategic decision-making. Our integrated solutions simplify intricate calculations and adapt to changing regulations in real time, empowering your organization to mitigate risk, optimize tax strategies, and achieve measurable results with confidence and precision.
Bloomberg Tax is part of Bloomberg Industry Group, an affiliate of Bloomberg L.P., a global leader in business and financial information, data, news, and insights.
For more information, visit bloombergtax.com.
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SOURCE Bloomberg Tax
