Add as a preferred source on GoogleIRS Raises 2027 Long-Term Capital Gains Thresholds for 0% Rate
The rate applies to single filers with up to $51,050 in taxable income and married couples filing jointly with up to $102,100.
The Internal Revenue Service set 2027 income cutoffs for the 0% long-term capital gains rate, giving single filers and married couples filing jointly higher taxable-income limits for qualifying investment gains.
The cutoff is $51,050 for single filers and $102,100 for married couples filing jointly. The long-term capital gains schedule has rates of 0%, 15% and 20%, based on taxable income. The 0% rate covers gains on investments held for more than a year.
Taxable income is adjusted gross income minus the larger of the standard deduction or itemized deductions. For 2027, the standard deduction will be $16,600 for single filers and $33,200 for married couples filing jointly. The thresholds are part of the 2027 federal tax-bracket and standard-deduction changes.
The new limits may affect investors’ plans to sell or rebalance investments in brokerage accounts, since those transactions can trigger taxes.
Riza Dagoc
Riza Dagoc reports on regulation, investing and the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.