Tax data changelog
Every change to the figures behind these calculators, with the date, the source and the calculators affected. Nothing is updated silently.
Every entry
- 2026-09-02
Loaded 2026 capital gains thresholds, QBI thresholds, EITC table, Child Tax Credit amounts and the excess business loss threshold.
Source IRS Rev. Proc. 2025-32, §§ 3.03, 3.05, 3.06, 3.26, 3.31 · Affects Capital gains, self-employment, small business, EITC and Child Tax Credit calculators.
- 2026-09-02
Loaded the statutory thresholds that are not indexed: provisional income, net investment income tax, passive-loss allowance, estimated tax safe harbour, supplemental withholding rate.
Source IRC §§ 86(c), 469(i), 1411(b), 6654(d), 168(c); Treas. Reg. § 31.3402(g)-1 · Affects Retirement, rental, capital gains, quarterly and bonus calculators.
- 2026-09-01
Corrected the local income tax coverage count from the hand-loaded cities only to the full data set.
Source Internal data audit · Affects Income tax hub and every page citing coverage.
- 2026-09-01
Loaded New York City statutory income tax brackets (3.078%–3.876%), replacing figures derived from the withholding schedule.
Source NYS Department of Taxation and Finance, Form IT-201-I · Affects New York City page, local engine.
- 2026-08-31
Loaded Michigan city income taxes (24 cities) and Indiana county income taxes (92 counties).
Source Michigan Department of Treasury city schedule; Indiana Departmental Notice #1 · Affects Michigan and Indiana city and county pages.
- 2026-08-31
Loaded Ohio municipal and school district income taxes and Pennsylvania municipal earned income taxes.
Source Ohio Department of Taxation rate tables; PA DCED official EIT register · Affects Ohio and Pennsylvania city pages, local engine.
- 2026-08-31
Corrected Ohio: the flat rate applies above an exempt band, not from the first dollar. The previous figure overstated the bill by 43%.
Source Ohio Department of Taxation · Affects Ohio state and city pages.
- 2026-08-31
Corrected California: military retirement income is no longer fully taxed (AB 53 excludes $20,000 for 2025–2029).
Source California Franchise Tax Board · Affects California state page and retirement calculator.
- 2026-08-31
Corrected Oregon: the state earned income credit is 9% of the federal credit, not 17% as published in compiled sources.
Source Oregon Department of Revenue · Affects Oregon state page.
- 2026-08-31
Corrected Georgia (HB 463) and South Carolina (H.4216): rates superseded by legislation passed after the compiled sources were assembled, with retroactive effect to 1 January.
Source Georgia and South Carolina departments of revenue · Affects Georgia and South Carolina pages.
- 2026-08-31
Loaded 2026 federal brackets, standard deduction and FICA parameters.
Source IRS Rev. Proc. 2025-32, § 3.01, Tables 1-4 · Affects Every calculator on the site.
Why a changelog for tax data
Tax figures go stale in a way that is invisible from the page. A rate entered once and never revisited looks exactly like one checked last week, and there is no signal to distinguish them unless a record exists.
That is not hypothetical. Of 37 states checked against their own department of revenue, 12 carried a wrong rate, threshold or credit in the compiled sources everyone uses — usually because legislation passed after the compilation was assembled, sometimes with retroactive effect to 1 January.
So every change to an underlying figure is recorded here with its date and its source. Combined with the per-figure dates on the sources page, that means you can see not only what a number is but when it became that and why.
This log records all data changes, including routine ones where nothing was wrong. Errors specifically — our mistakes rather than the world changing — are on the corrections page.
How to read an entry
Each entry has a date, what changed, the source it came from, and which calculators it affected. The source is the part worth checking: it names a specific publication rather than a department, so you can open it and see the figure yourself.
Entries fall into three kinds. Loading — a figure or a data set added for the first time. Correcting — a figure that was wrong, whether because we misread a source or because the source itself was out of date. Updating — a figure that changed because the law changed.
The distinction between correcting and updating matters more than it might seem. An update is the world moving; a correction is us having been wrong. Both are recorded here, and the corrections page carries the second kind with the cause and the test that now prevents it.
What you will not find is an entry saying the site was "reviewed" or "kept up to date" with no specific change attached. A log of activity rather than of changes tells a reader nothing, which is why this one only records things that actually moved.
Where to go next
Questions
- How often does tax data change?
- Federal figures once a year when the IRS publishes the revenue procedure. State figures continuously, on 51 separate legislative calendars, frequently mid-year and sometimes backdated to 1 January.
- Why not just show a "last updated" date?
- Because it would be true of one figure and misleading about the rest. A page refreshed last week can contain a state rate entered eighteen months ago. Dating figures rather than pages is the only version that means anything.
- What is the difference between this and corrections?
- This records every data change, including routine annual updates where nothing was wrong. Corrections records only our own errors, with what caused them and what now prevents them.
- Can I be notified of changes?
- Not yet — there is no subscription mechanism. This page is the record, and each figure on the sources page carries its own verification date.