What’s New in Intuit Tax Advisor in 2026

The 2026 release of Intuit Tax Advisor includes updated tax year values, indexed limits, and planning thresholds to reflect current-year guidance. This release focuses on annual rollover updates to ensure planning strategies and projections reflect the most up-to-date figures.

Tax Year 2026 Updates

Intuit Tax Advisor now reflects 2026 values for key tax planning inputs, including:

• Standard deduction amounts
• Tax bracket thresholds
• Phaseouts and income limitations
• Retirement contribution limits (e.g., 401(k), IRA, catch-up contributions)
• Social Security wage base updates
• Contribution limits tied to compensation or AGI
• Estate and gift tax exemption updates
• Indexed deduction and credit thresholds

These updates ensure strategies generated in Intuit Tax Advisor align with current-year planning assumptions. 

Strategy-Level Updates

Several tax planning strategies now reflect updated 2026 thresholds and limits, including:

• Retirement contribution strategies (employee and employer)
• Accountable reimbursement planning
• Overtime and wage-based deduction calculations
• Auto loan interest deductions (where applicable)
• Charitable contribution limits (including non-itemizer considerations)
• Estate and gift planning projections
• New or expanded savings vehicles reflected in current-year law
  

All strategy calculations now use 2026 assumptions where applicable. 

What Has Not Changed

• Most State rates, limits and thresholds continue to be from Tax year 2025. These will be updated as the states make them available. Review the rates being used on the Pre-Strategy Baseline when you refresh the Fed/state selection.
• All the relevant changes from the “One Big Beautiful Bill” launched in August last year continue and have been updated to reflect 2026. 

This release is a standard annual rollover to ensure accurate year-over-year advisory planning.