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Dependent-care FSA 2026: $4,000 already in leaves $1,000 under the $5,000 cap

IRC 129 caps a dependent-care FSA at $5,000 per household ($2,500 if married filing separately). $4,000 YTD leaves $1,000. The same $4,000 while MFS is $1,500 over. Not the $2,000, $2,500, or $3,750 YTD leftovers.

Calcufast Team
7 min

A dependent-care flexible spending account (DCAP) lets you set aside pre-tax pay for qualifying child or dependent care. IRC 129 caps the exclusion at $5,000 per household, or $2,500 if you are married filing separately. That dollar figure is written into the statute. It does not rise with inflation.

The early-year leftover is already written: $2,000 YTD → $3,000 left. The mid-year leftover: $2,500 YTD → $2,500 left. The late-year leftover: $3,750 YTD → $1,250 left. The MFS leftover is the cap itself: $5,000 elected is $2,500 over. This page is the leftover after $4,000 already in.

  • Household (single / MFJ): room $1,000
  • Married filing separately: room $0 ($1,500 over)
  • $2,000 YTD household: still $3,000 left

Run the dependent-care FSA calculator →

Hub: United States calculators.

Not the child-care credit

This is the cafeteria-plan exclusion. Form 2441 (child and dependent care credit) is a different computation. Your plan can be tighter than $5,000. Unused amounts are often forfeited. Estimate, not tax advice.

Direct answer: $4,000 YTD → $1,000 left

  1. Household 2026 cap = $5,000
  2. Room = $5,000 − $4,000 = $1,000
  3. Same $4,000 while MFS = $2,500 − $4,000 → $0 left, $1,500 over
  4. $2,000 already in, household = $3,000 left
DCAP room (IRC 129)

cap = $5,000, or $2,500 if married filing separately

remaining = max(0, cap − YTD)

excess = max(0, YTD − cap)

Same $4,000 YTD, two filing stories

StatusCapYTDRoom / excess
Single / MFJ$5,000$4,000$1,000 left
Married filing separately$2,500$4,000$0 ($1,500 over)
Single / MFJ$5,000$2,000$3,000 left
Single / MFJ$5,000$3,750$1,250 left

MFS is not a prorated household cap. It is a different statutory number. $4,000 while MFS is already $1,500 past the $2,500 ceiling, not 80% of $5,000.

What this is not

  • The $2,000, $2,500, or $3,750 YTD leftovers. Those still have $3,000, $2,500, and $1,250 under $5,000. This page starts at $4,000.
  • A health FSA. Health FSA dollars are a different cafeteria bucket. This site does not ship a health-FSA engine on this page.
  • An HSA. Pub. 969 family leftover after the same YTD: $4,000 already in leaves $4,750.
  • Payroll tax math. A DCAP through payroll can cut FIT and FICA. That is the paycheck calculator, other-pre-tax field.

Yes, if YTD is $4,000 and you are not MFS. Your plan can close elections earlier than December 31. Unused DCAP is often forfeited.

MFS cap is $2,500. $4,000 − $2,500 = $1,500 over. The $5,000 figure is not available on that return.

No. Form 2441 is a credit. DCAP is an exclusion from wages. You generally cannot double-count the same expenses.

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