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Tools & Resources

Tax Resources

Tax rules touch many financial decisions. Use these resources to find important federal tax dates, commonly requested IRS forms and publications, and current federal tax-rate information.

These resources are provided for general educational purposes and are not tax or legal advice.

Last reviewed and updated: August 26, 2026.

01 · Tax Calendar

2026 important federal tax dates

January 15, 2026

Fourth-quarter 2025 estimated tax payment due (Form 1040-ES).

April 15, 2026

2025 individual income-tax returns and any tax due (Form 1040); first-quarter 2026 estimated payment; deadline for 2025 IRA contributions; extension requests (Form 4868).

June 15, 2026

Second-quarter 2026 estimated tax payment due.

September 15, 2026

Third-quarter 2026 estimated tax payment due.

October 15, 2026

Extended 2025 individual returns due.

January 15, 2027

Fourth-quarter 2026 estimated tax payment due.

Deadlines can change in certain circumstances, including weekends, federal holidays and IRS disaster-relief announcements. Confirm current deadlines with the IRS or your tax professional.

View Current IRS Tax Information (IRS.gov) →

02 · Tax Forms

Commonly requested IRS forms

Each link opens the official form and instructions on IRS.gov in a new tab.

Browse All IRS Forms & Instructions →

03 · Tax Publications

Helpful IRS publications

A curated selection aligned with the topics BGS clients ask about most. Links open IRS.gov in a new tab.

Publication 17 — Your Federal Income Tax (For Individuals) · IRS.gov Publication 1 — Your Rights as a Taxpayer · IRS.gov Publication 334 — Tax Guide for Small Business · IRS.gov Publication 505 — Tax Withholding and Estimated Tax · IRS.gov Publication 590-A — Contributions to Individual Retirement Arrangements · IRS.gov Publication 590-B — Distributions from Individual Retirement Arrangements · IRS.gov Publication 526 — Charitable Contributions · IRS.gov Publication 502 — Medical and Dental Expenses · IRS.gov Publication 969 — Health Savings Accounts and Other Tax-Favored Health Plans · IRS.gov Publication 559 — Survivors, Executors, and Administrators · IRS.gov

Browse All IRS Publications →

04 · Tax Rates

2026 federal individual income-tax brackets

Rates apply to taxable income for the 2026 tax year (returns filed in early 2027). Source: IRS Revenue Procedure 2025-32.

RateTaxable income — Single
10%$0 to $12,400
12%$12,401 to $50,400
22%$50,401 to $105,700
24%$105,701 to $201,775
32%$201,776 to $256,225
35%$256,226 to $640,600
37%$640,601 or more

2026 at a glance

Standard deduction — Single or Married Filing Separately$16,100
Standard deduction — Married Filing Jointly$32,200
Standard deduction — Head of Household$24,150
401(k) / 403(b) employee deferral limit (catch-up $8,000 at 50+; $11,250 at 60–63)$24,500
IRA contribution limit (catch-up $1,100 at 50+)$7,500
Annual gift-tax exclusion (per recipient)$19,000

Sources: IRS Revenue Procedure 2025-32 and IRS Notice 2025-67. Figures apply to tax year 2026 and can change; confirm with the IRS or your tax professional.

Tax resources are provided for general informational and educational purposes only. BGS Capital Management does not provide legal advice through this website, and information presented here should not be relied upon as individualized tax advice. Tax rules and deadlines can change. Consult an appropriately qualified tax or legal professional regarding your specific circumstances.

Have a question about how this fits your financial plan?

Financial rules and terminology can become complicated when applied to real life. The BGS team can help you understand how different pieces may connect to your broader financial strategy.

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