Bloomberg Tax & Accounting released its 2027 projected U.S. tax rates Friday to give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.
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The projections indicate a 3.2% increase in inflation from 2026 and cover changes to individual income tax brackets, standard deductions, AMT exemptions, and other key thresholds. The report also accounts for several adjustments made under the One Big Beautiful Bill Act.
The projections were calculated using an 11-month C-CPI-U average because the Bureau of Labor Statistics did not report data from October 2025, making the predictions more difficult.
The OBBBA changes include 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. For corporate taxpayers and passthroughs, they include an adjustment to the employer-provided child care credit, initially enhanced by the OBBBA.
"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, in a statement. "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 software including Bloomberg Tax Provision, Bloomberg Tax Fixed Assets and Bloomberg Tax Workpapers.
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
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
|
