RoutineMetric

2026 TCJA Sunset Pass-Through vs. C-Corp Estimator

Project your upcoming tax liability shifts with the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) individual provisions on December 31, 2025. Evaluate if converting your S-Corp, Partnership, or Sole Proprietorship to a C-Corporation offsets the sunset penalty.

Scenario Assumptions

Quick Business Presets
$
$
$
$
Recommendation Strategy

Retain Current Pass-Through Business Status

Converting to a C-Corp is not currently advised. Retaining pass-through status avoids double tax structures and is projected to save you $11,453 compared to corporate conversion.

Net Benefit of C-Corp Strategy:-$11,453
2025 S-Corp/Pass-through

$71,263

Fed Bracket: Max 37%

QBI Deduct: -$37,500

POST-SUNSET
2026 Pass-Through

$90,463

Fed Bracket: Max 39.6%

QBI Deduct: Expired ($0)

+27% sunset hit

2026 C-Corp Alternative

$101,916

Corporate Tax: Flat 21%

Div Tax: Personal Qualified Rates

Line-Item Liability Breakdown

Tax Layer / Component2025 S-Corp / Pass-Thru2026 Pass-Thru (Sunset)2026 C-Corp Option
Business Level Tax$0 (Pass-through)$0 (Pass-through)$65,000
21% Fed + 5% State
Personal Fed Income Tax$56,263$75,463$5,645
Personal State Tax$15,000$15,000$2,500
Dividend Fed + State TaxN/AN/A$28,771
On $148,000 div
Total Tax Burdens$71,263$90,463$101,916
Retained / Owner Take-home$228,737$209,537$198,084

2025 QBI Deduction Status Details

Your 2025 baseline utilizes a QBI deduction estimated at $37,500. Based on your numbers: "Above phaseout upper limit. Limited by W-2 wages / qualified property rules."

Important Sunset Notice: Starting January 1, 2026, the 20% Section 199A deduction completely ceases to exist under current federal statutes. This automatically subjects 100% of your pass-through net business income to the highest marginal brackets.
Bottom Banner Ad (728x90)

Navigating the 2026 TCJA Sunset: Pass-Through vs. C-Corporation Structures

The Tax Cuts and Jobs Act (TCJA) of 2017 dramatically restructured the American business tax landscape. However, while the 21% flat corporate income tax rate was made permanent, the vast majority of individual tax benefits, including the 20% Qualified Business Income (QBI) deduction under Section 199A, were enacted with a hard statutory expiration date of December 31, 2025.

What Happens on January 1, 2026?

Unless Congress intervenes, pass-through entities (S-Corporations, Partnerships, LLCs, and Sole Proprietor businesses) will face a compound federal tax increase:

  • Expiration of the QBI Deduction: The 20% deduction for qualified business profits immediately sunsets. This forces 100% of your business net income to be taxed at individual rates.
  • Reverted Individual Tax Brackets: Individual brackets revert to pre-2018 levels. The top marginal bracket increases from 37% to 39.6%, and other intermediate tax rates shift upward (e.g., 22% becomes 25%, 24% becomes 28%, and 32% becomes 33%).

Evaluating the C-Corporation Alternative

Because the 21% C-Corp rate is permanent, converting your business structure prior to 2026 may be a viable way to minimize tax exposure. Under a C-Corp framework, profits are subject to double-taxation (21% corporate income tax, followed by qualified dividend tax rates of up to 20% plus the 3.8% Net Investment Income Tax upon distribution).

However, for businesses that retain a high proportion of their earnings inside the business for capital reinvestment or expansion (rather than distributing everything as dividends), the C-Corp structure can provide significant savings.

Strategic Factors to Discuss with Your CPA

Beyond simple mathematical calculations, several crucial regulatory elements can influence your final decision:

  • State-Level Taxes: Some states tax C-Corporations differently than pass-through owners, or offer specialized Pass-Through Entity (PTE) tax credits that change the net math.
  • Qualified Small Business Stock (Section 1202): C-Corp structures may qualify for a 100% capital gains exclusion upon exit if held for more than 5 years under certain criteria.
  • Fringe Benefits: C-Corporations have highly favorable policies regarding deduction of health insurance premiums and other fringe benefits compared to pass-through entities.