Datasets
State Retirement Tax Data 2026
Downloadable CSV/JSON dataset of per-state 2026 retirement-tax policy facts — top marginal rate, standard deduction, Social Security taxability, qualified-retirement-income exemptions, and Roth-conversion treatment for all 51 U.S. jurisdictions, generated directly from QuantCalc's frozen state-tax engine.
RMD Table 2026
Downloadable CSV/JSON dataset of the 2026 IRS Uniform Lifetime Table III used to calculate Required Minimum Distributions (RMDs) — distribution period factor and RMD percentage of balance for every age 72-120, plus the SECURE 2.0 RMD start-age table by birth year, generated directly from QuantCalc's canonical tax-constants mirror.
IRMAA Brackets 2026
Downloadable CSV/JSON dataset of the 2026 Medicare IRMAA brackets — per-tier MAGI thresholds (single and married filing jointly) with monthly and annual Part B and Part D surcharges, generated directly from QuantCalc's canonical tax-constants mirror.
Federal Tax Brackets 2026
Downloadable CSV/JSON dataset of the 2026 federal ordinary-income tax brackets for all 4 filing statuses (single, MFJ, MFS, HOH), plus the standard deduction, the additional standard deduction for filers 65+, and the OBBBA senior deduction parameters, generated directly from QuantCalc's canonical tax-constants mirror.
Capital Gains Brackets 2026
Downloadable CSV/JSON dataset of the 2026 federal long-term capital-gains tax brackets (0%/15%/20%) for all 4 filing statuses, plus the §1411 Net Investment Income Tax (NIIT) threshold and rate, with an illustrative tax-on-$10,000-gain column computed via QuantCalc's production capital-gains tax function.
State Social Security Tax 2026
Downloadable CSV/JSON dataset of how all 51 U.S. jurisdictions tax Social Security benefits in 2026 — which 8 states tax some SS, the exact AGI exemption thresholds (single and MFJ) each uses, and a plain-language description of each state's statutory rule, generated directly from QuantCalc's frozen state-tax engine.
ACA Federal Poverty Level Thresholds 2026
Downloadable CSV/JSON dataset of the Federal Poverty Level thresholds that drive 2026 ACA eligibility: the 2025 HHS poverty guidelines (which govern the 2026 coverage year) for all three jurisdictions — 48 contiguous states and DC, Alaska, Hawaii — at household sizes 1-8 and eight FPL bands from 100% to 400%, plus the current-law 2026 applicable-percentage schedule (2.10%-9.96%, 400% FPL cliff) and the Medicaid-expansion status list.
Sequence-of-Returns Risk by Retirement Cohort 2026
Downloadable CSV/JSON dataset: for every U.S. retirement start year 1871-1993 with a full 30-year window, the realised first-5-year and first-10-year annualized real return and the 4% rule terminal outcome on a 60/40 portfolio. One headline number distils it: the Spearman rank correlation between the first five years and the 30-year outcome is 0.633. Historical, computed, CC-BY-4.0.
2027 vs 2026 Key Retirement Tax Numbers — What Changed
One reference table for what changes between 2026 and 2027 across every retirement tax number QuantCalc tracks: federal brackets and the standard deduction, long-term capital-gains breakpoints, the RMD Uniform Lifetime Table, Medicare IRMAA bands, the ACA applicable-percentage table and poverty-level boundaries, the Social Security COLA, the QCD cap, the OBBBA senior deduction and the estimated-tax rates — each row labelled OFFICIAL, PROJECTED, UNCHANGED or NOT YET ANNOUNCED with its citation. Free CSV/JSON download.
IRS Single Life Expectancy Table — Inherited IRA RMD Divisors, Ages 0 to 120+
The complete IRS Single Life Expectancy Table (26 CFR 1.401(a)(9)-9(b), T.D. 9930) used for inherited IRA required minimum distributions — the life-expectancy divisor for every age 0 through 120+, transcribed from the Federal Register and cross-checked against QuantCalc's inherited-IRA engine. Free CSV/JSON download.
2027 401(k) and IRA Contribution Limits: $25,500 / $7,500 (Projected)
2027 401(k) limit: $25,500 projected (2026: $24,500). IRA: $7,500 projected. Catch-ups $8,500 at 50+ and $11,750 at 60–63, plus TSP, 457, SIMPLE, SEP, §415 and the official 2027 HSA limits — each under its own statutory indexing rule, projected until the official figures are published. Free CSV/JSON.
Retiree Income Tax in Every State, 2026: Tax on $40k to $150k of Pension, IRA and Social Security
Federal and state income tax on retirement income of $40,000 to $150,000 (Social Security, IRA withdrawals, private pensions) in all 50 states and DC for 2026: 3,672 engine-computed rows, single and married, ages 62 and 70. Free CSV and JSON (CC0).
Medicare Savings Program Limits 2026 (Dataset)
Downloadable CSV/JSON of the 2026 Medicare Savings Program income and resource limits (QMB, SLMB, QI, QDWI) for individuals and couples in the 48 states and DC, Alaska and Hawaii, derived from the 2026 HHS poverty guidelines and checked against CMS.
Machine-readable index
Every dataset above, listed in one file (URL, title, version, last-updated date) so you don't have to scrape this page to find them.
Methodology
About these datasets: Every figure on every dataset page linked above is generated directly from QuantCalc's production tax engine or its canonical client-side tax-constants mirror — not hand-transcribed into HTML from a statute, IRS table, or CMS notice. Each dataset's own page documents its specific source function and scope in its Methodology section.
Consistency: The C engine and its JavaScript port are checked against each other by an exhaustive JS↔C parity check, so a dataset page, the interactive calculator, and the backend all report the same figures.
This index: Every entry below is read from the dataset page it links to — that page’s own title, description, canonical URL, version and date — rather than restating any tax figure here, so this index cannot drift from the datasets it lists.
Not tax advice: These are reference datasets for research and planning purposes, not a substitute for professional tax advice.
Turn this data into a plan
These datasets show the rules. The Roth Conversion Planner applies them to your own numbers — state tax, RMDs, and IRMAA cliffs included — to build a year-by-year conversion schedule.
Plan your Roth conversions →Looking for the research behind these numbers instead of the raw data? See the Research index.