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Projected — not yet official

Capital Gains Tax Rates for 2027 (Projected)

The IRS has not announced 2027 capital gains brackets yet — that typically happens in October or November 2026. The thresholds below are a ustax.tools trend estimate, built by applying the actual 2025-to-2026 LTCG growth rate to the confirmed 2026 base. The 3.8% NIIT thresholds are NOT projected — they're fixed by statute and already known for 2027.

Want the confirmed 2026 brackets instead of a projection?

See the official 2026 reference →

Projected 2027 long-term capital gains brackets

Brackets apply to TAXABLE income — ordinary income plus long-term gains, after your standard or itemized deduction. Qualifying surviving spouse uses the same thresholds as married filing jointly.

Rate Single Married filing jointly Married filing separately Head of household
0% $0 – $50,600 $0 – $101,150 $0 – $50,600 $0 – $67,700
15% $50,601 – $557,900 $101,151 – $627,650 $50,601 – $313,850 $67,701 – $592,800
20% Over $557,900 Over $627,650 Over $313,850 Over $592,800

All figures PROJECTED — ustax.tools trend estimate, not official IRS thresholds.

2026 (confirmed) vs 2027 (projected) breakpoints

Filing status 2026 0% ceiling (confirmed) 2027 0% ceiling (projected) 2026 15% ceiling (confirmed) 2027 15% ceiling (projected)
Single $49,450 $50,600 $545,500 $557,900
Married filing jointly $98,900 $101,150 $613,700 $627,650
Married filing separately $49,450 $50,600 $306,850 $313,850
Head of household $66,200 $67,700 $579,600 $592,800

2026: IRS Rev. Proc. 2025-32 §3.03 — confirmed. 2027: ustax.tools trend estimate (2.28% applied to the 2026 base, nearest $50) — PROJECTED, not official.

The 3.8% NIIT threshold: already known, not projected

Unlike the LTCG rate breakpoints above, the Net Investment Income Tax MAGI thresholds are FIXED BY STATUTE (IRC §1411, enacted 2013) and have never moved. The 2027 figures are already certain:

Filing status MAGI threshold (2025, 2026, and 2027 — unchanged)
Single $200,000
Head of household $200,000
Married filing jointly $250,000
Qualifying surviving spouse $250,000
Married filing separately $125,000

Stacked together: a gain taxed at 15% would still effectively cost 18.8% once NIIT applies, and a gain taxed at 20% would cost 23.8% — the same math as 2026, since neither the 3.8% rate nor the thresholds move.

Methodology — how this projection was built

No third-party forecaster has published 2027 LTCG bracket thresholds as of this writing (2026-08-02). ustax.tools applied a 2.28% growth rate — the actual 2025-to-2026 growth of the single-filer 0% ceiling, which matched the "normal" ordinary-bracket rate closely — uniformly to every 2026 LTCG threshold, rounded to the nearest $50. See the 2027 tax brackets reference for the same methodology applied to ordinary income brackets.

Frequently asked questions

What are the capital gains tax rates for 2027?

Not official yet. This page's projection keeps the same 0%/15%/20% structure as 2026, with the single-filer 0% ceiling projected at ~$50,600 (up from a confirmed $49,450 in 2026) and the 15% ceiling at ~$557,900. All thresholds are a ustax.tools trend estimate, not an IRS-announced figure. The IRS typically announces official 2027 LTCG brackets around October-November 2026.

Is this page's 2027 capital gains bracket table official?

No — every threshold is a projection. The methodology: this page applies a 2.28% growth rate — the actual 2025-to-2026 growth of the single-filer 0% ceiling — uniformly to every 2026 LTCG threshold, rounded to the nearest $50. That is a trend continuation, not a chained-CPI-U calculation; the real 2027 thresholds depend on inflation data through August 2026 that does not exist yet.

Am I likely to be eligible for the 0% long-term capital gains rate in 2027?

If this projection holds, yes for total taxable income at or below ~$50,600 as a single filer or ~$101,150 married filing jointly. Treat these as planning estimates, not confirmed thresholds — the IRS could land somewhat above or below this projection depending on actual 2026 inflation.

Does the 3.8% NIIT threshold change for 2027?

No — and this is NOT a projection. The Net Investment Income Tax MAGI thresholds are fixed by statute (IRC §1411, enacted 2013) and have never been inflation-adjusted since. The 2027 thresholds are already certain to equal the 2026/2025 amounts exactly: $200,000 single/HoH, $250,000 MFJ/QSS, and $125,000 MFS. A gain taxed at 15% would still effectively cost 18.8% once NIIT applies, and a gain taxed at 20% would cost 23.8%.

Is the capital gains breakpoint based on taxable income or gross income, for 2027 too?

Taxable income — gross income minus your standard or itemized deduction — the same rule applies in every year. The projected 2027 standard deduction (see the standard deduction 2027 reference) further raises the effective 0%-bracket ceiling in gross-income terms. For comparison, the confirmed 2026 single-filer standard deduction is $16,100.

When will the official 2027 capital gains brackets be announced?

Typically October or November 2026, in the IRS's annual inflation-adjustment revenue procedure (the 2026 LTCG brackets came from Rev. Proc. 2025-32 §3.03, released October 9, 2025). This page will be updated with the official thresholds — and its "projected" framing removed — as soon as that Rev. Proc. is published.

Your capital gains tax also depends on where you live.

State taxes can significantly change your total liability. See how it varies.

Sources

Related insights

Use these guides for rule explanations, planning context, and follow-up questions beyond the calculator result.

Related Calculators

Last updated August 2, 2026 Tax year 2027 (projected)

Data sources: ustax.tools trend estimate (see methodology note below) IRS Rev. Proc. 2025-32 §3.03 (2026 confirmed baseline) IRC §1(h) IRC §1411 (NIIT, fixed by statute)

This tool is general information only, not financial advice.

Every 2027 LTCG threshold on this page is a PROJECTION — ustax.tools' own trend estimate, not an IRS or third-party forecast. The 3.8% NIIT thresholds are the one exception: they are fixed by statute, so their 2027 figure is already known. The IRS typically announces official 2027 LTCG brackets around October-November 2026.

Reviewed by USTax Tools Editorial Desk

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