2026 Key Numbers
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Tax reference numbers at a glance.
Key Numbers
Retirement Planning Key Numbers
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Use this reference tool for quick access to key retirement plan and IRA limits for 2024 and 2025.
Income Tax Key Numbers
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Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may be excluded from income and count toward satisfying any required minimum distributions (RMDs) you would otherwise have to receive from your IRA. Individuals age 70½ and older can make QCDs up to $111,000 (in 2026, $108,000 in 2025).
Estate Planning Key Numbers
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Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2025 and 2026.