EN ES

2025-2026 Tax Law Changes

Your comprehensive guide to the latest IRS updates and the One Big Beautiful Bill Act

Last Updated: January 2026

The One Big Beautiful Bill Act (OBBBA)

Signed into Law: July 4, 2025

The One Big Beautiful Bill Act (OBBBA), signed by President Trump on July 4, 2025, represents the most significant tax legislation since the 2017 Tax Cuts and Jobs Act. The bill permanently extends many TCJA provisions that were set to expire at the end of 2025 and introduces several new tax benefits.

Key Highlights

The OBBBA makes permanent the seven tax brackets (10%, 12%, 22%, 24%, 32%, 35%, 37%), increases the standard deduction, raises the child tax credit to $2,200, permanently increases the estate tax exemption to $15 million, and introduces new temporary deductions for tips, overtime, and seniors.

New Tax Deductions (2025-2028)

The OBBBA creates several new above-the-line deductions available to both itemizers and non-itemizers:

"No Tax on Tips" Deduction

Effective: 2025-2028
  • Maximum deduction: $25,000 per year (same for single and joint filers)
  • Eligible workers: Employees and self-employed individuals in occupations that "customarily and regularly" received tips as of December 31, 2024
  • Phase-out: Begins at MAGI over $150,000 ($300,000 for joint filers)
  • Important: Tips remain subject to payroll taxes (Social Security and Medicare)

"No Tax on Overtime" Deduction

Effective: 2025-2028
  • Maximum deduction: $12,500 ($25,000 for joint filers)
  • Eligible compensation: The "half" portion of time-and-a-half pay required under the Fair Labor Standards Act
  • Phase-out: Begins at MAGI over $150,000 ($300,000 for joint filers)
  • Note: State law overtime requirements may not qualify—only FLSA-required overtime

New Senior Deduction (Age 65+)

Effective: 2025-2028
  • Deduction amount: Up to $6,000 per qualifying individual ($12,000 if both spouses are 65+)
  • Eligibility: Must be age 65 or older by the last day of the tax year
  • Phase-out: Begins at MAGI over $75,000 ($150,000 for joint filers)
  • Stacks with: This is in addition to the existing additional standard deduction for seniors

Auto Loan Interest Deduction

Effective: 2025-2028
  • Maximum deduction: $10,000 per year
  • Requirements: Must be a new vehicle (not used), for personal use (not business), with final assembly in the United States
  • Phase-out: Begins at MAGI over $100,000 ($200,000 for joint filers)
  • Note: Lease payments do not qualify

Standard Deduction Changes

The OBBBA added an extra 5% increase to the inflation-adjusted standard deduction for 2025:

Filing Status 2025 2026
Single $15,750 $16,100
Married Filing Jointly $31,500 $32,200
Head of Household $23,625 $24,150
Married Filing Separately $15,750 $16,100

Additional Standard Deduction for Seniors (65+) and Blind:

  • Single/Head of Household: $2,000 per qualifying condition (2026)
  • Married: $1,600 per qualifying spouse per condition (2026)

Child Tax Credit Updates

Effective: 2025-2026
  • Credit amount: $2,200 per qualifying child (up from $2,000 in 2024)
  • Refundable portion: Up to $1,700 may be refundable
  • Age requirement: Child must be under 17 at end of tax year
  • Phase-out: Begins at $200,000 MAGI ($400,000 for joint filers)

Trump Accounts (MAGA Accounts)

Effective: Children born 2025-2028

A new retirement savings vehicle for children under 18. The federal government will contribute $1,000 for U.S.-born citizen children born between January 1, 2025 and December 31, 2028. Parents can file Form 4547 with their tax return to enroll.

Estate & Gift Tax Changes

Permanent Change

Major Change: Permanent Exemption Increase

The OBBBA permanently increases the estate, gift, and generation-skipping transfer (GST) tax exemption to $15 million per individual ($30 million for married couples) starting in 2026. This replaces the TCJA provisions that were set to sunset, which would have dropped the exemption to approximately $7 million.

Year Individual Exemption Married Couple
2025 $13,990,000 $27,980,000
2026 $15,000,000 $30,000,000
2027+ Indexed for inflation Indexed for inflation

Gift Tax Annual Exclusion

  • 2025: $19,000 per recipient
  • 2026: $19,000 per recipient (unchanged)
  • Gifts to non-citizen spouse: $194,000 in 2026 (up from $190,000)

Key Planning Points

  • The exemption is now permanent with no sunset date
  • Step-up in basis at death remains intact
  • Portability elections for surviving spouses continue unchanged
  • 18 states still impose their own estate or inheritance taxes with lower thresholds
  • Top estate tax rate remains at 40%

State and Local Tax (SALT) Deduction

Effective: 2025-2029

The OBBBA temporarily increases the SALT deduction cap:

  • 2025: $40,000 ($20,000 for married filing separately)
  • 2026-2029: Increases by 1% annually
  • 2030: Returns to pre-OBBBA rules ($10,000 cap)

Income Phase-Out

For taxpayers with modified adjusted gross income over $500,000 ($250,000 for married filing separately), the deduction phases out but will not be reduced below $10,000 ($5,000 MFS).

Retirement Account Contribution Limits

Account Type 2025 Limit 2026 Limit
401(k), 403(b), 457 $23,500 $24,500
401(k) Catch-up (Age 50+) $7,500 $8,000
401(k) Super Catch-up (Age 60-63) $11,250 $11,250
Traditional/Roth IRA $7,000 $7,500
IRA Catch-up (Age 50+) $1,000 $1,100
SIMPLE IRA $16,500 $17,000
HSA (Self-only) $4,300 $4,400
HSA (Family) $8,550 $8,750

SECURE 2.0 Roth Catch-Up Rule

Effective: January 1, 2026

High-income earners (those who earned more than $150,000 in the prior year) must make all catch-up contributions on a Roth (after-tax) basis only. Pre-tax catch-up contributions will no longer be permitted for these individuals.

Gambling Reporting Changes

Effective: January 1, 2026

Form W-2G Threshold Increase

For the first time since 1977, the IRS has increased the slot machine jackpot reporting threshold from $1,200 to $2,000. This threshold will be indexed for inflation starting in 2027.

New Reporting Thresholds (2026)

  • Slots, Bingo, Keno: $2,000 (previously $1,200 for slots, $1,500 for keno, $1,200 for bingo)
  • Sports Wagering: $2,000 AND at least 300 times the wager
  • Form 1099-MISC/1099-NEC: Threshold increased from $600 to $2,000

Gambling Loss Deduction Limit

Effective: 2026

Important Change: Beginning in 2026, gambling losses can only offset up to 90% of gambling winnings (down from 100%). This means even gamblers who break even may owe taxes on 10% of their winnings.

Example: A taxpayer with $100,000 in gambling winnings and $100,000 in losses can only deduct $90,000, leaving $10,000 subject to tax.

Digital Asset & Cryptocurrency Reporting

Effective: 2025

Form 1099-DA

Starting in 2025, the IRS has implemented Form 1099-DA for digital asset transactions. Centralized crypto exchanges like Coinbase will report your crypto transactions to both you and the IRS.

  • Reports proceeds from sales and exchanges of digital assets
  • Applies to cryptocurrency, stablecoins, and NFTs
  • Forms will be sent by mid-February 2026 for 2025 transactions
  • Not all crypto activity will be reported (decentralized exchanges may not issue forms)

Reminder: All cryptocurrency transactions are taxable and must be reported, whether or not you receive a 1099-DA.

International Tax Updates

Foreign Earned Income Exclusion

Year Exclusion Amount
2025 $130,000
2026 $132,900

FBAR & FATCA Requirements

International reporting requirements remain unchanged:

  • FBAR (FinCEN Form 114): Required if aggregate foreign account balances exceed $10,000 at any time during the year. Due April 15 with automatic extension to October 15.
  • FATCA (Form 8938): Thresholds vary based on filing status and residence. Generally required for foreign assets exceeding $50,000-$200,000 depending on circumstances.
  • Foreign Corporation Reporting: Forms 5471 and 8865 requirements continue for U.S. shareholders of controlled foreign corporations and foreign partnerships.

Clean Vehicle Credit Changes

Effective: September 30, 2025

The new clean vehicle tax credit (up to $7,500) and used clean vehicle credit (up to $4,000) have been accelerated to expire. Neither credit is available for vehicles purchased after September 30, 2025.

Need Help Understanding How These Changes Affect You?

The tax landscape is more complex than ever. Our experienced team at Vega & Company CPAs can help you navigate these changes and develop strategies to minimize your tax burden while maintaining compliance. Contact us to schedule a consultation.

Stay Informed, Stay Compliant

Tax law changes can significantly impact your financial situation. Let our experts help you make the most of new deductions and credits while avoiding costly mistakes.