2026 Business Tax Limits

A new year brings many new 2026 business tax limits. Here’s an overview of key amounts for 2026. Be aware that exceptions or additional rules or limits may apply.

Depreciation-Related Tax Breaks

  • Bonus depreciation: 100%
  • Section 179 expensing limit: $2.56 million
  • Section 179 phaseout threshold: $4.09 million

Qualified Retirement Plan Limits

  • 401(k), 403(b) and 457 plan deferrals: $24,500
  • 401(k), 403(b) and 457 plan catch-up contributions for those age 50 or older: $8,000
  • 401(k), 403(b) and 457 plan additional catch-up contributions for those age 60, 61, 62 or 63: $3,250
  • SIMPLE deferrals: $17,000
  • SIMPLE catch-up contributions for those age 50 or older: $4,000
  • SIMPLE additional catch-up contributions for those age 60, 61, 62 or 63: $1,250
  • Contributions to defined contribution plans: $72,000
  • Annual benefit limit for defined benefit plans: $290,000
  • Compensation defining highly compensated employee: $160,000
  • Compensation defining key employee (officer) in a top-heavy plan: $235,000
  • Compensation triggering Simplified Employee Pension contribution requirement: $800

Other Benefits Limits

  • Health Savings Account (HSA) contributions: $4,400 for individuals, $8,750 for family coverage
  • Health Flexible Spending Account (FSA) contributions: $3,400
  • Health FSA rollover: $680
  • Child and dependent care FSA contributions: $7,500
  • Employer contributions to Trump account: $2,500
  • Monthly commuter highway vehicle and transit pass: $340
  • Monthly qualified parking: $340

Miscellaneous Business-Related Limits

  • Income range over which the Section 199A qualified business income deduction limitations phase in: $201,750 – $276,750 (double those amounts for married couples filing jointly)
  • Threshold for the excess business loss limitation: $256,000 (double that amount for joint filers) — note that this is a reduction from 2025
  • Limitation on the use of the cash method of accounting: $32 million (also affects other tax items, such as the exemption from the 30% interest expense deduction limit)

Planning for the New 2026 Business Tax Limits

We can help you factor these changes and other 2026 business tax limits into your business tax planning. Contact a member of our Business Tax Team to get started.

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DISCLAIMER: This blog is provided for informational purposes only and is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information in this article does not create nor constitute an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, the evolving landscape surrounding these topics is supported by regulations or guidance that are subject to change.

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