Tax Information for Professionals

Tax Information for Professionals

Questions and Answers For Tax Professionals
Support: 1-877-658-4776 | Sales: 1-855-355-3829
Filing Deadline

Due Date for 2025 Returns

The due date to file your 2025 income tax return or extension form is April 15, 2026.

Deduction Changes

Increased Standard Deduction

For the 2026 tax season, the standard deduction amounts will be increased slightly as in previous years. The increased standard deduction will continue to allow more individuals to file without itemizing deductions on Schedule A.

Filing Status Standard Deduction Amount
Married Filing Joint; Qualifying Surviving Spouse $31,500
Single; Married Filing Separate $15,750
Head of Household $23,625
Tax Brackets

Tax Rates

For tax year 2025, the top tax rate remains at 37%. All other rates are below based on taxable income levels.

Tax Rate Single Taxable Income MFJ Taxable Income HOH Taxable Income
37%Over $578,100Over $693,750Over $578,100
35%$231,250 – $578,100$462,500 – $693,750$231,250 – $578,100
32%$115,625 – $231,250$231,250 – $462,500$115,625 – $231,250
24%$47,150 – $115,625$94,300 – $231,250$47,150 – $115,625
22%$11,600 – $47,150$23,200 – $94,300$11,600 – $47,150
12%$0 – $11,600$0 – $23,200$0 – $11,600
Alternative Minimum Tax

AMT Exemption

For tax year 2025, the AMT exemption amount increased to provide additional relief for taxpayers subject to the alternative minimum tax calculation.

Medical Savings Account

MSA Contribution Limits

For the 2025 tax year, Medical Savings Account (MSA) contribution limits have been adjusted to reflect inflation adjustments.

Health Savings Account

HSA Contribution Limits

For tax year 2025, HSA contribution limits have been increased as follows: $4,300 for self-only coverage and $8,550 for family coverage. Individuals age 55 or older can contribute an additional $1,150 catch-up amount.

Child Credits

Child Tax Credit

For tax year 2025, the Child Tax Credit is $2,200 for each qualifying child, and the maximum Additional Child Tax Credit amount increased to $1,700 for every child who is under the age of 17.

Electric Vehicle Incentive

Clean Vehicle Credit

Clean Vehicle credit of up to $7,500 (or $40,000 for a vehicle with a GVWR of 14,000 pounds or more) is available for purchasing a new electric vehicle under the renamed Clean Vehicle Credit. For the first time, people purchasing used electric vehicles from 2024 to 2032 are eligible for a tax credit up to the lesser of $4,000 or 30% of the sales price, depending on their income.

Update The New Clean Vehicle Credit, Previously-Owned Clean Vehicle Credit, and Qualified Commercial Clean Vehicle Credit are not available for vehicles acquired after Sept. 30, 2025. If a vehicle is placed in service after Sept. 30, 2025, you must have acquired the vehicle on or before Sept. 30, 2025, to be eligible for the credit. You can demonstrate acquisition by entering into a binding written contract and making a payment on the vehicle on or before Sept. 30, 2025.
Tax Credits

Earned Income Tax Credit (EITC)

For tax year 2025, the maximum Earned Income Tax Credit amount is $8,046 for qualifying taxpayers who have three or more qualifying children, and $649 with zero qualifying children.

Deductible Donations

Charitable Contributions

You can deduct charitable contributions you made in 2025 as long as you itemize your deductions and donate to qualified organizations. The limit for charitable deductions is 60% of your adjusted gross income.

Student Loan Relief

Forgiven Student Loan Debt

Starting in 2025, most student loan debt incurred for post-secondary education that is forgiven will not be considered taxable income. The rule allowing workers to exclude up to $5,250 of college loans paid by their employer in 2020 from taxable wages was also extended through 2026. The $5,250 cap applies to both student loan repayment benefits and other educational assistance offered by an employer.

Gift Tax

Gift Tax Exclusion

The gift tax exclusion remains $19,000 per recipient for 2025. This means you can give up to $19,000 ($38,000 if your spouse agrees) to each child, grandchild or any other person in 2025 without having to file a gift tax return or tap into your lifetime estate and gift tax exemption. The lifetime estate and gift tax exemption increased to $13.99 million from 2024 ($27.98 million for couples if portability election is timely made).