Tax Year 2026

What's New for 2026

Major policy shifts and updated limits for fringe benefit compliance. This is the biggest year for changes since the Tax Cuts and Jobs Act.

Based on IRS Publication 15-B (For use in 2026), P.L. 119-21, and Revenue Procedure 2025-11

Major Policy Changes

Four significant policy shifts take effect for tax years beginning after 2025.

Major

Student Loan Repayment Now Permanent

§127

P.L. 119-21 permanently extends the $5,250 exclusion for employer-provided educational assistance that covers student loan repayments. No more sunset dates or annual extensions. Employers can now offer this as a long-term recruiting and retention benefit with full confidence. The $5,250 cap covers tuition and loan repayments combined in any tax year.

Major

Bicycle Commuting Benefit Permanently Eliminated

§132(f)

The TCJA suspended the qualified bicycle commuting exclusion from 2018 through 2025. P.L. 119-21 now permanently eliminates it rather than allowing it to revert. Employers can no longer provide tax-free reimbursements for bicycle commuting expenses. Note: some states (e.g., Massachusetts) do not conform and still allow a state-level exclusion.

Major

Employer Meal Deduction Eliminated

§274(n)

For amounts incurred or paid after 2025, employers can no longer deduct expenses for meals provided through an eating facility, even if they meet the de minimis fringe or convenience-of-employer tests. The meals themselves can still be excluded from employee income if they qualify, but the employer gets no tax deduction. This changes the cost calculus for on-site cafeterias and meal programs.

Notice

AI Literacy as a Working Condition Benefit

§132(d)

Employer-provided AI literacy and skill development programs may qualify as tax-free working condition fringe benefits if they maintain or improve skills required for the employee's current job. This is new IRS guidance per Executive Order 14179.

Updated Limits

Exclusion limits that changed for tax year 2026 compared to 2025.

Fringe benefit exclusion limit changes from 2025 to 2026
Benefit20252026
Dependent Care Assistance+50%
§129
The largest single limit increase in decades. Frozen at $5,000 since 1986, now jumping 50% under P.L. 119-21. Employers offering DCAP programs should update plan documents and communicate the new cap to employees immediately.
$5,000 / $2,500 MFS$7,500 / $3,750 MFS
Qualified Transportation & Parking
§132(f)
Both the transit pass exclusion and qualified parking exclusion increased. Update monthly payroll caps for commuter benefit programs.
$325/month$340/month
HSA Employer Contributions
§223
Self-only and family limits both increased. Catch-up contribution for age 55+ remains $1,000. Requires enrollment in an HDHP.
$4,300 / $8,550$4,400 / $8,750
Health FSA Salary Reduction
§125
The maximum an employee can elect to contribute pre-tax to a health flexible spending arrangement increased by $100.
$3,300$3,400
FSA Carryover Maximum
§125
If your cafeteria plan allows carryover of unused health FSA balances, the new ceiling is $680.
$660$680
Adoption Assistance
§137
The modified AGI phaseout range also shifted: begins at $265,080 (was $259,190), complete phaseout at $305,080 (was $299,190).
$17,280$17,670
Long-Term Care Per Diem
Qualified LTC
Applies to periodic payments received under qualified long-term care insurance contracts. Amounts above this limit are generally taxable unless actual care costs exceed the per diem.
$420/day$430/day

Unchanged for 2026

These limits remain the same as 2025.

Group-Term Life Insurance§79

Statutory, not inflation-adjusted. Coverage above $50K creates taxable imputed income. Use the IRS Uniform Premium Table to calculate.

$50,000 threshold
Educational Assistance (Tuition)§127

The total exclusion cap for educational assistance remains $5,250 per year, covering both tuition and student loan repayments combined.

$5,250/year
Employee Discount§132(c)

Qualified discount limits remain tied to gross profit percentage for property and 20% of price for services.

Gross profit %
Achievement Awards§274(j)

$1,600 for qualified plan awards, $400 for nonqualified. Unchanged.

$1,600 / $400
De Minimis Benefits§132(e)

Still case-by-case based on frequency and value. Note: the employer meal deduction change above does NOT eliminate the employee-side de minimis exclusion for meals.

No dollar threshold

Sources: IRS Publication 15-B (2026), Pub 15-B PDF, P.L. 119-21