New Bloomberg Tax Projections Give Tax Professionals an Early Start on 2027 Planning

PR Newswire

ARLINGTON, Va., Sept. 11, 2026

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