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Alternative Minimum Tax

August 22, 2026 · Aditya Gupta

Tax

Alternative Minimum Tax (AMT) is a parallel tax system designed to ensure high-income taxpayers pay a minimum. Calculate regular tax and AMT; pay the higher. AMT disallows or limits common deductions (SALT, miscellaneous deductions, certain depreciation) and applies a flat 26% / 28% rate above exemption ($88,100 single / $137,000 married 2026, phasing out above $626,350 / $1,252,700). The 2017 tax reform vastly reduced AMT exposure by raising exemptions — most middle/upper-middle income filers no longer trigger AMT. Still relevant for ISO exercises (bargain element creates AMT income), high-SALT residents, and certain investment income patterns.

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