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IRS Sets 2026 Rules: Bigger Paychecks, New Deductions, Fewer Paper Refunds

An OBBBA-driven overhaul is now reshaping deductions, withholding, refunds, plus filing options.

Overview

  • Inflation‑adjusted brackets and higher standard deductions are in effect, with new withholding tables raising take‑home pay for many workers.
  • A new $6,000 deduction for taxpayers 65 and older applies for 2025–2028 with phaseouts above $75,000 single or $150,000 joint.
  • Temporary breaks include deductions for qualified tips up to $25,000 and for overtime pay up to $12,500 single or $25,000 joint, subject to income limits and job rules.
  • Key new benefits for tips, overtime, seniors and car‑loan interest require the forthcoming Schedule 1‑A, which appeared only in draft form in late December.
  • IRS Direct File will not be offered this season, most paper refund checks are ending with limited exceptions, and the agency has not yet announced a filing start date as experts flag potential service delays after staffing and leadership changes.