50 States + D.C. coverage 2026 $15M federal exemption Statute-cited figures Editorial review 2026
Federal Tax

What Is the Federal Estate Tax Exemption for 2026?

The federal estate tax exemption is the amount you can transfer at death without owing federal estate tax. For 2026, that amount is $15 million per person — $30 million for a married couple that elects portability. The One Big Beautiful Bill Act made the higher exemption permanent and indexed it for inflation.

2026 federal estate tax numbers

Exemption: $15,000,000 per person. Married couple with portability: $30,000,000. Top federal rate: 40%. Annual gift exclusion: $19,000 per donee. GST exemption: $15,000,000 per person.

What counts toward the exemption

The exemption applies to your taxable estate, which is the gross estate minus deductions such as debts, funeral and administrative expenses, charitable bequests, and the marital deduction. Assets include real estate, investments, retirement accounts, business interests, and life insurance you own.

Who still owes federal estate tax

Only estates above the exemption owe federal estate tax. In 2026, that is individuals above $15M and married couples above $30M (with portability). Business owners and real estate investors in high-cost areas are most likely to be affected.

Calculate your exposure

Use our Federal Estate Tax Calculator to estimate your tax with the exact 2026 IRS brackets and portability modeling.

Frequently asked questions

What is the federal estate tax exemption in 2026?
The 2026 federal estate tax exemption is $15 million per person, or $30 million for a married couple with portability.
Is the $15M exemption permanent?
Yes, the One Big Beautiful Bill Act (OBBBA 2025) made the $15 million exemption permanent and indexed it for inflation starting in 2027.
Does the exemption cover lifetime gifts?
Yes. The estate and gift taxes share a unified exemption. Taxable gifts made during life reduce the exemption available at death.
What happens to estates below the exemption?
Estates at or below the exemption owe no federal estate tax. They may still owe state estate or inheritance tax, depending on the state.
How does the 2026 exemption compare to prior years?
The 2026 exemption of $15 million per person is higher than the 2025 figure (~$13.99 million, inflation-adjusted) and far above the pre-2018 $5.49 million. OBBBA 2025 made the higher amount permanent and indexes it for inflation from 2027.
Related tools: Federal calculator, By state, Simulator, Inheritance tax, All guides.
Not legal or tax advice. Estate and inheritance tax is determined by a court or tax authority using your actual filings. Online estimators provide an informal planning figure only. Laws and exemption amounts change every year — always confirm the current rule with the IRS, your state Department of Revenue, or a licensed estate attorney or CPA before relying on any number.