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Client education · Reviewed November 8, 2026
Choose the year the income was earned. A filing season and a tax year are different.
Upcoming filing season: Use 2026 rules for your 2026 income, even when you prepare and file the return in 2027.
Base standard deductions: Single or Married Filing Separately $16,100; Head of Household $24,150; Married Filing Jointly $32,200.
2026 IRS guidance ↗Planning ahead: The figures below apply to 2027 income. They do not replace the 2026 rules for the upcoming filing season.
Base standard deductions: Single or Married Filing Separately $16,600; Head of Household $24,925; Married Filing Jointly $33,200.
2027 IRS revenue procedure ↗Child Tax Credit: up to $2,300 per qualifying child; up to $1,800 may be refundable. Eligibility, income limits, earned-income rules and other requirements apply; these are maximums, not promised refunds.
Annual gift exclusion: $20,000 per recipient. Federal estate basic exclusion: $15,480,000 per individual. Gift reporting and estate rules depend on the transaction and circumstances.
Read the IRS 2027 announcement ↗
Year-specific reference: keep each edition labeled with its tax year. Additional deductions may apply for age or blindness, and dependent rules differ. This overview is educational; our team reviews your records and current requirements before preparing your return.
Ask our team about your tax year →Search official IRS publications and guidance.
Open IRS resource ↗Review recordkeeping guidance and circumstances that affect retention.
Open IRS resource ↗Check federal refund information and status directly with the IRS.
Open IRS resource ↗Access your individual IRS account, balances, payments, and available records.
Open IRS resource ↗Request available federal tax records and transcripts.
Open IRS resource ↗Review official federal tax payment options.
Open IRS resource ↗Learn about the IP PIN and identity protection process.
Open IRS resource ↗Use the IRS tool to review your federal income tax withholding.
Open IRS resource ↗Find federal forms and their official instructions.
Open IRS resource ↗Read the current IRS explanation of federal income tax rates.
Open IRS resource ↗Check IRS calendar resources and applicable deadlines at the source.
Open IRS resource ↗Understand your fundamental rights when working with the IRS.
Open IRS resource ↗Look up common terms in the IRS Understanding Taxes glossary.
Open IRS resource ↗Explore the IRS question-and-answer tool for selected tax topics.
Open IRS resource ↗Find guidance about an IRS notice or letter. Share your notice securely with our team if you need help.
Open IRS resource ↗Get the IRS form and instructions for taxpayer identification and certification.
Open IRS resource ↗Know what to gather for Phone, Zoom, confirmed in-office or mobile appointments, secure upload filing, and business or self-employed returns.
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Check the current IRS source for the return and payment you need to make. Due dates can vary with the tax year, type of return, weekends, holidays, location, and applicable relief.
For individuals, use the filing guidance and Form 1040-ES resources below. A filing extension generally does not extend the payment deadline. For businesses and employers, confirm your form instructions and payment or deposit schedule. Review current disaster-relief notices when applicable.
Need help identifying the right next step? Contact our team before a deadline. This guide is a preparation aid; the linked IRS sources contain current requirements.
Contact our team or book an appointment to discuss your situation. These links provide general resources; they do not replace guidance based on your records.
Ross & Associates Tax Office is an independent tax preparation business and is not affiliated with or endorsed by the IRS. Enter IRS credentials, refund details, and taxpayer information only on the appropriate official secure site. Send documents to our office only through TaxesToGo or the secure method our team provides.
