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Tax Reference

US tax brackets, rates & limits

US federal tax reference for income brackets, capital gains rates, retirement contribution limits (401k, IRA, HSA), estate and gift tax thresholds, and MACRS depreciation schedules. Covers 2024-2026 with TCJA sunset notes. Includes marginal tax calculators and year-by-year depreciation schedules.

5 skillsv0.01
Tax Brackets

Federal income tax brackets and standard deductions for 2024, 2025, and 2026 (TCJA sunset). Supports all filing statuses. Optionally calculates tax owed with a marginal breakdown when income is provided.

Returns: Tax brackets with rates and thresholds, standard deduction, and optional tax estimate with marginal breakdown
Parameters
yearnumberTax year: 2024, 2025, or 2026 (default: 2025)
filing_statusstringFiling status (default: single)
incomenumberOptional gross income — if provided, calculates estimated federal income tax with marginal breakdown
Example
Get 2025 tax brackets for single filer
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "tax-reference",
  "skill": "tax_brackets",
  "input": {}
}' \
  https://api.toolrouter.com/v1/tools/call
Capital Gains

Long-term and short-term capital gains tax rates, Net Investment Income Tax (NIIT) thresholds, collectibles rate (28%), Section 1250 unrecaptured gain rate (25%), and qualified small business stock exclusion.

Returns: Capital gains rates, NIIT thresholds, collectibles rate, Section 1250 rate, and qualified dividends treatment
Parameters
yearnumberTax year: 2024 or 2025 (default: 2025)
filing_statusstringFiling status (default: single)
Example
Get 2025 capital gains rates for single filer
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "tax-reference",
  "skill": "capital_gains",
  "input": {}
}' \
  https://api.toolrouter.com/v1/tools/call
Retirement Limits

Contribution limits for 401(k), 403(b), Traditional IRA, Roth IRA, HSA, SEP IRA, SIMPLE IRA, and 457(b) plans. Includes catch-up contributions, SECURE 2.0 enhanced catch-up for ages 60-63, Roth IRA income phase-outs, and Traditional IRA deduction phase-outs.

Returns: Retirement account contribution limits, catch-up amounts, income phase-out ranges, and key thresholds
Parameters
yearnumberTax year: 2024 or 2025 (default: 2025)
Example
Get 2025 retirement contribution limits
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "tax-reference",
  "skill": "retirement_limits",
  "input": {}
}' \
  https://api.toolrouter.com/v1/tools/call
Estate & Gift Tax

Federal estate tax exemptions, annual gift tax exclusions, generation-skipping transfer tax, estate tax rate schedule, and TCJA sunset planning notes. Includes portability rules and anti-clawback confirmation for pre-sunset gifts.

Returns: Estate tax exemptions, gift tax exclusions, GSTT, rate schedule, and TCJA sunset planning guidance
Parameters
yearnumberTax year: 2024, 2025, or 2026 (default: 2025)
Example
Get 2025 estate and gift tax thresholds
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "tax-reference",
  "skill": "estate_gift_tax",
  "input": {}
}' \
  https://api.toolrouter.com/v1/tools/call
Depreciation

Generate MACRS, straight-line, or Section 179 depreciation schedules. Supports 3, 5, 7, 10, 15, 20, 27.5, and 39-year asset classes. Returns year-by-year depreciation, cumulative totals, and remaining book value. Includes bonus depreciation phase-down schedule.

Returns: Year-by-year depreciation schedule with amounts, cumulative totals, book values, plus bonus depreciation and Section 179 details
Parameters
asset_cost *numberOriginal cost or basis of the asset in dollars
asset_classstringMACRS asset class / recovery period (default: 7_year)
methodstringDepreciation method (default: macrs)
Example
Depreciate $50,000 of office furniture (7-year MACRS)
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "tax-reference",
  "skill": "depreciation",
  "input": {
    "asset_cost": 50000
  }
}' \
  https://api.toolrouter.com/v1/tools/call
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v0.012026-03-22
  • Initial release with 5 skills: tax_brackets, capital_gains, retirement_limits, estate_gift_tax, depreciation

Quick Start

MCP (Claude Code)
claude mcp add --transport stdio \
  --env TOOLROUTER_API_KEY=YOUR_API_KEY \
  toolrouter -- npx -y toolrouter-mcp
REST API
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{"tool":"tax-reference","skill":"tax_brackets","input":{}}' \
  https://api.toolrouter.com/v1/tools/call

Frequently Asked Questions

Can it show current federal brackets and estimate tax from income?

`tax_brackets` covers 2024-2026 federal brackets, supports every filing status, and can calculate an estimated tax bill with a marginal breakdown when you pass income.

What retirement limits does it include?

`retirement_limits` covers 401(k), 403(b), IRA, Roth IRA, HSA, SEP IRA, SIMPLE IRA, and 457(b) limits, including catch-up amounts and phase-outs.

Does it cover capital gains and estate tax thresholds?

Yes. `capital_gains` includes long- and short-term rates, NIIT, collectibles, and Section 1250 treatment, while `estate_gift_tax` covers exemptions, exclusions, and GSTT.

Can it build a depreciation schedule?

`depreciation` generates MACRS, straight-line, or Section 179 schedules for asset classes from 3 to 39 years, with year-by-year depreciation and remaining book value.