Top Taxation Trends in 2026

Rachid Idali

by Rachid Idali

Below you'll find the top 10 taxation trends for 2026, spotted by Rising Trends's trend radar algorithm.

These topics were detected from online sources including TikTok, X (Twitter), Instagram, Reddit, news outlets, and Google Search data. Each trend has at least 1,000+ monthly searches and over 20% year-over-year growth.

Top 10 Fastest-Growing Taxation Trends

All taxation trends with over 20% year-over-year growth, ranked by search volume.

1

Rmd

110K vol+22%
2

No Tax On Tips

33.1K vol6.1X
3

Qualified Charitable Distribution

27.1K vol+22%
4

Powerball After Taxes Calculator

18.1K vol6.2X
5

Lottery Payout Calculator

12.1K vol+22%
6

Split Pay

9.9K vol3.4X
7

Overtime Tax Credit

9.9K vol+99X
8

Income Tax India

8.1K vol+50%
9

Cook County Property Tax Payment

8.1K vol5.1X
10

La Property Tax Payment

4.4K vol+22%

Showing top 10 of 10 taxation trends

2026's Mega Taxation Trends at a Glance

Trend Market Size Growth Key Players
Retirement Tax Planning ~$8.2B ~9% CAGR Fidelity, Schwab, Vanguard
DIY Tax Filing ~$14.5B ~6% CAGR Intuit, H&R Block, TaxAct
Property Tax Relief ~$12B+ +406% YoY State Programs, Counties
Windfall Tax Calculators ~$1.2B +524% YoY USAMega, LotteryUSA
AI Tax Technology ~$3.8B ~18% CAGR Intuit Academy, SPRX
Crypto Tax Compliance ~$1.5B ~22% CAGR CoinLedger, Koinly, CoinTracker

CAGR = compound annual growth rate

To dive deeper into the methodology behind identifying these trends, check out our comprehensive guide on Google Trends for market research which shows how we analyzed search data to spot these emerging patterns.


1. Retirement Tax Planning

As baby boomers reach retirement age in record numbers, tax-efficient withdrawal strategies are dominating search trends. "Required minimum distribution calculator" commands an extraordinary 165,000 monthly searches, while "RMD" has grown +22% year-over-year to 110,000 searches and "qualified charitable distribution" is up +22% with 27,100 searches.

Required Minimum Distribution Calculator

165KVolume
+123%5Y
13K68K124K179K01/2101/2201/2301/2401/2512/25

Rmd

110KVolume
+172%5Y
16K59K103K146K01/2101/2201/2301/2401/2512/25

The massive wealth transfer underway is forcing millions to learn tax rules they never needed to know before.

Why It Matters Now

Retirement tax planning has surged because:

  • SECURE Act 2.0 changes: New RMD age thresholds and penalty reductions creating confusion
  • Boomer retirement wave: 10,000+ Americans turning 65 daily through 2030
  • Tax bracket management: Retirees optimizing withdrawals to minimize lifetime tax burden
  • Charitable giving strategies: QCDs allowing tax-free transfers directly to charities
  • Roth conversion timing: Strategic conversions during lower-income years gaining popularity

The retirement tax planning market is projected to reach $8.2 billion by 2028, with digital calculators and planning tools growing fastest.

Examples of Sub-Trends/Products

Required Minimum Distribution Calculator (165,000 searches) – Tools helping retirees calculate mandatory annual withdrawals from IRAs and 401(k)s starting at age 73. Essential for avoiding the 25% penalty on missed distributions.

RMD (110,000 searches, +22% YoY) – Required Minimum Distributions trending due to legislative changes affecting penalties and starting ages. Critical for retirement planning and tax obligation management.

Qualified Charitable Distribution (27,100 searches, +22% YoY) – Tax-free transfers from IRAs directly to charities for donors 70½ or older, up to $105,000 in 2024. Satisfies RMDs while reducing taxable income.

Roth Conversion Calculator (9,900 searches) – Tools helping taxpayers calculate implications of converting traditional IRAs to Roth IRAs, paying taxes now for tax-free growth later.

Retirement Planning (60,500 searches) – Comprehensive financial preparation for retirement trending due to increased life expectancies and the need for long-term financial security.

Leading Companies/Products

  • Fidelity – Comprehensive RMD and retirement calculators
  • Charles Schwab – RMD tools and retirement planning resources
  • Vanguard – Low-cost retirement planning and distribution tools
  • IRS – Official RMD tables and guidelines

2. DIY Tax Filing Platforms

Self-service tax preparation continues to dominate. "Intuit" commands 201,000 monthly searches as the market leader, "tax refund estimator" reaches 135,000 searches, and "tax preparation near me" maintains 49,500 searches while "free tax filing" and "file taxes free" each show 18,100 searches.

Intuit

201KVolume
-55%5Y
176K276K375K475K01/2101/2201/2301/2401/2512/25

Tax Refund Estimator

135KVolume
+233%5Y
0202K403K605K01/2101/2201/2301/2401/2512/25

The complexity of tax code meets the simplicity of software—and consumers are increasingly confident filing on their own.

Why It Matters Now

DIY tax filing has grown because:

  • Cost savings: Professional preparation averages $220+ while software costs $0-100
  • Improved interfaces: AI-guided interviews making complex returns accessible
  • Instant refunds: Direct deposit and refund advances speeding up returns
  • IRS Direct File: Government's free filing pilot expanding consumer options
  • Mobile-first design: Filing taxes from smartphones becoming mainstream

The DIY tax preparation market is projected to reach $14.5 billion by 2028, with mobile and AI-assisted filing growing fastest.

Examples of Sub-Trends/Products

Intuit (201,000 searches) – The financial software giant behind TurboTax and QuickBooks. Dominant market position despite controversies over service practices.

Tax Refund Estimator (135,000 searches) – Tools calculating expected refunds or liabilities based on income, deductions, and credits. Essential for financial planning before filing.

Tax Preparation Near Me (49,500 searches) – Local tax professionals including CPAs, enrolled agents, and IRS-certified volunteers. Still preferred by those with complex situations.

Free Tax Filing (18,100 searches) – The IRS Free File Program allowing eligible taxpayers with AGI under $73,000 to prepare and e-file federal taxes at no cost.

TurboTax Advance (12,100 searches) – Loan service allowing taxpayers to access up to $4,000 of anticipated refunds with no fees or interest during tax season.

Leading Companies/Products

  • TurboTax – Market-leading DIY tax software
  • H&R Block – Tax preparation software and services
  • TaxAct – Budget-friendly tax filing software
  • IRS Free File – Government-sponsored free filing program

3. Property Tax Relief Programs

Rising home values have created property tax pain, driving searches for relief programs. "Cook County property tax payment" has exploded +406% year-over-year with 8,100 searches, "ANCHOR benefit" maintains 33,100 searches for New Jersey's relief program, and "property tax payment" reaches 18,100 searches.

Cook County Property Tax Payment

8KVolume
13x5Y
03K6K9K01/2101/2201/2301/2401/2512/25

Anchor Benefit

33KVolume
126x5Y
074K147K221K01/2101/2201/2301/2401/2512/25

Homeowners are desperately seeking ways to reduce tax burdens that have outpaced income growth.

Why It Matters Now

Property tax relief searches have surged because:

  • Assessment spikes: Home values up 40%+ in many markets since 2020
  • Fixed-income squeeze: Retirees seeing taxes rise while pensions stay flat
  • State program expansion: More states offering relief programs for qualifying homeowners
  • Appeal process awareness: Homeowners learning they can challenge assessments
  • Payment plan options: Counties offering installment plans for large tax bills

Property tax relief programs distribute over $12 billion annually across various state and local initiatives.

Examples of Sub-Trends/Products

Cook County Property Tax Payment (8,100 searches, +406% YoY) – Illinois' most populous county with two annual installments. Delays and increases have created significant homeowner concern, especially in south suburbs.

ANCHOR Benefit (33,100 searches) – New Jersey's property tax relief program providing up to $1,750 for homeowners and $700 for renters based on income eligibility.

Property Tax Payment (18,100 searches) – General searches for managing local property tax obligations. Average U.S. homeowner pays approximately $2,459 annually.

LA Property Tax Payment (4,400 searches, +22% YoY) – Los Angeles County property tax management overseen by the Assessor. Homeowners seeking to understand payment methods and deadlines.

Leading Companies/Products


4. Lottery & Windfall Tax Calculators

Record-breaking lottery jackpots have driven massive interest in after-tax calculations. "Powerball after taxes calculator" has surged +524% year-over-year with 18,100 monthly searches, "lottery payout calculator" is up +22% with 12,100 searches, and "Mega Millions jackpot analysis" maintains 9,900 searches.

Powerball After Taxes Calculator

18KVolume
+853%5Y
07K13K20K01/2101/2201/2301/2401/2512/25

Lottery Payout Calculator

12KVolume
+236%5Y
05K11K16K01/2101/2201/2301/2401/2512/25

When jackpots exceed $1 billion, millions of Americans suddenly need to understand windfall taxation.

Why It Matters Now

Windfall tax calculator interest has exploded because:

  • Record jackpots: Multiple $1B+ Powerball and Mega Millions prizes in recent years
  • Tax complexity: Combined federal (37%) and state taxes can take 50%+ of winnings
  • Lump sum vs. annuity: Critical decision with massive tax implications
  • State variation: Tax rates ranging from 0% (Texas, Florida) to 10.9% (New York)
  • Fantasy planning: Even non-winners researching "what if" scenarios

The lottery industry generates over $100 billion annually in ticket sales, with jackpot publicity driving calculator searches.

Examples of Sub-Trends/Products

Powerball After Taxes Calculator (18,100 searches, +524% YoY) – Tools calculating net winnings after federal and state tax deductions. Critical for understanding actual take-home amounts from jackpots.

Lottery Payout Calculator (12,100 searches, +22% YoY) – Calculators factoring in taxes, lump sum vs. annuity options, and state-specific rates to show realistic winnings.

Mega Millions Jackpot Analysis (9,900 searches) – Detailed breakdowns of potential payouts focusing on payment structures and tax implications. Annuity payments spread over 30 years vs. immediate cash option.

Mega Million Annuity Calculator (1,000 searches) – Specialized tools for understanding the 30-year annuity payment schedule and its tax advantages over lump sum.

Leading Companies/Products

  • USA Mega – Comprehensive lottery tax calculators
  • Lottery USA – State-by-state lottery tax information
  • Omni Calculator – Lottery tax and payout calculators
  • SmartAsset – Financial planning lottery calculators

5. AI-Powered Tax Technology

Artificial intelligence is transforming tax preparation and compliance. "Intuit Academy" has grown +50% year-over-year with 22,200 monthly searches, "SPRX" (AI R&D tax credits) is up +82% with 1,600 searches, and "receipt management app" has surged +129% with 480 searches.

Intuit Academy

22KVolume
1109x5Y
015K30K45K01/2101/2201/2301/2401/2512/25

Sprx

2KVolume
+662%5Y
02K5K7K01/2101/2201/2301/2401/2512/25

AI is making tax expertise accessible to everyone—from gig workers organizing receipts to corporations maximizing R&D credits.

Why It Matters Now

AI tax technology has accelerated because:

  • Accuracy improvements: AI reducing error rates on complex returns
  • Receipt automation: OCR technology eliminating manual data entry
  • R&D credit optimization: AI identifying eligible expenses often missed by humans
  • Audit preparation: Automated documentation and compliance checks
  • Skills gap: Tax professional shortage driving automation adoption

The AI in tax preparation market is projected to reach $3.8 billion by 2028, with enterprise and consumer applications both growing rapidly.

Examples of Sub-Trends/Products

Intuit Academy (22,200 searches, +50% YoY) – Online training platform offering free courses in tax preparation and bookkeeping, including a Bookkeeping Professional Certificate via Coursera.

SPRX (1,600 searches, +82% YoY) – AI technology provider for corporate R&D tax credits. Automates identification of eligible R&D activities to maximize tax incentives.

Receipt Management App (480 searches, +129% YoY) – AI-driven tools capturing receipt data via OCR for expense tracking and tax preparation. Essential for freelancers and small business owners.

AI Accounting Software (1,300 searches) – Platforms using machine learning and predictive analytics to automate financial management, improve accuracy, and enhance fraud detection.

Dave Ramsey Tax Software (320 searches, +52% YoY) – Ramsey SmartTax powered by TaxSlayer, designed for affordability and alignment with Dave Ramsey's financial principles.

Leading Companies/Products

  • Intuit Academy – AI-powered tax education platform
  • SPRX – AI-driven R&D tax credit automation
  • Dext – AI receipt capture and expense management
  • Bench – AI-assisted bookkeeping and tax prep

6. Crypto Tax Compliance

Digital asset taxation has matured into a significant compliance category. "CoinLedger" maintains 4,400 monthly searches as a leading platform, "crypto tax software" reaches 2,900 searches, and "crypto report" shows ongoing interest at 70 searches as IRS reporting requirements expand.

Coinledger

4KVolume
439x5Y
08K16K24K01/2101/2201/2301/2401/2512/25

Crypto Tax Software

3KVolume
+123%5Y
04K9K13K01/2101/2201/2301/2401/2512/25

What started as a niche concern is now mainstream—every crypto holder needs to understand their tax obligations.

Why It Matters Now

Crypto tax compliance has grown because:

  • IRS enforcement: Increased audits and reporting requirements for digital assets
  • Form 1099-DA: New broker reporting requirements for crypto transactions
  • DeFi complexity: Yield farming, staking, and NFT transactions creating reporting challenges
  • Portfolio fragmentation: Users holding assets across multiple wallets and exchanges
  • Penalties: Failure to report crypto gains can result in substantial fines

The crypto tax software market is projected to reach $1.5 billion by 2028, driven by regulatory expansion and mainstream adoption.

Examples of Sub-Trends/Products

CoinLedger (4,400 searches) – Formerly CryptoTrader.Tax, a platform for digital asset management, tax reporting, and portfolio tracking across the Web3 ecosystem.

Crypto Tax Software (2,900 searches) – Automated tools managing and reporting cryptocurrency transactions for accurate calculations and compliance with IRS requirements.

Crypto Report (70 searches) – Documentation of digital asset transactions for tax and compliance purposes. Critical as IRS increases scrutiny of crypto activities.

Leading Companies/Products

  • CoinLedger – Comprehensive crypto tax reporting platform
  • Koinly – Crypto tax calculator supporting 400+ exchanges
  • CoinTracker – Portfolio tracking and tax optimization
  • TaxBit – Enterprise crypto tax and accounting platform

Summary

The taxation landscape in 2026 reflects a fundamental shift toward self-service, automation, and specialization. Whether it's retirees navigating RMD calculators with 165,000 monthly searches, homeowners seeking property tax relief with +406% growth, lottery dreamers using Powerball calculators up +524%, or crypto holders managing compliance obligations, the common thread is technology empowering taxpayers to understand and optimize their obligations.

The companies winning in this environment share key traits:

  • User-friendly interfaces that demystify complex tax rules
  • AI-powered automation that reduces errors and saves time
  • Specialization in niche areas like crypto, R&D credits, and retirement planning
  • Free tier offerings that build trust before upselling premium features

For entrepreneurs and investors, the data points to several high-growth opportunities: retirement tax planning tools for the boomer wave, AI-powered receipt and expense management, property tax appeal services, and crypto tax compliance for the expanding digital asset market.

The $300+ billion tax preparation industry is being transformed by self-service technology and artificial intelligence—and the search trends show exactly where that transformation is accelerating fastest.

Unlock More Trends & Insights

Never miss a trend again!

+24,000 Emerging Trends

+4,000 Breakout Apps

+70 Mega Trends

Trend Analysis Tool

Get Access Now
Join +3,000 happy users

Written By

Rachid Idali

Founder of Rising Trends, helping entrepreneurs identify and capitalize on emerging market opportunities through expert trend analysis and insights.