2026-18883NoticeWallet

Treasury's 2026 Tax Credit Giveaway: Investors, Line Up!

Published Date: 9/15/2026

Notice

Summary

This NOAA is issued in connection with the CY 2026 allocation round (Allocation Round) of the New Markets Tax Credit Program (NMTC Program), as authorized by Title I, subtitle C, section 121 of the Community Renewal Tax Relief Act of 2000 (P.L. 106-554) as amended. Through the NMTC Program, the Community Development Financial Institutions Fund (CDFI Fund) provides authority to certified CDEs to offer an incentive to investors in the form of tax credits over seven years, which is expected to stimulate the provision of private investment capital that, in turn, will facilitate economic and community development in Low-Income Communities. Through this NOAA, the CDFI Fund announces the availability of $5 billion of NMTC Allocation authority in this Allocation Round. In this NOAA, the CDFI Fund specifically addresses how a CDE may apply to receive an allocation of NMTCs, the competitive procedure through which NMTC Allocations will be made and the actions that will be taken to ensure that proper allocations are made to appropriate entities.

Analyzed Economic Effects

6 provisions identified: 2 benefits, 4 costs, 0 mixed.

$5 Billion NMTC Allocation Available

The CDFI Fund announced $5,000,000,000 of New Markets Tax Credit (NMTC) allocation authority available for the CY 2026 round. The NOAA states the CDFI Fund anticipates issuing up to $100,000,000 in tax credit investment authority to each Allocatee, and tax credits are provided to investors over seven years.

Prior Allocatees Face QEI/QLICI Thresholds

CDEs that were Allocatees in prior rounds (CY 2020 through CY 2024-2025) must meet minimum Qualified Equity Investment (QEI) issuance and Qualified Low-Income Community Investment (QLICI) thresholds by the deadlines in Table 1 to be eligible. Table 2 lists the finalized QEI requirements by prior round: CY 2020 = 100/100, CY 2021 = 90/90, CY 2022 = 80/80, CY 2023 = 60/50, CY 2024-2025 = 10/0 (percentages).

CDE Certification or Timely Application Required

To be eligible for an NMTC Allocation in the CY 2026 round, an Applicant must either be certified as a Community Development Entity (CDE) as of the NOAA's Federal Register publication date (September 15, 2026) or submit a CDE certification application through AMIS by September 22, 2026 at 11:59 p.m. ET. The CDFI Fund will not provide allocations to entities that are not certified CDEs or Subsidiary CDEs.

Nonprofits Must Control For-Profit Subsidiary

A nonprofit Applicant that intends to transfer any NMTC Allocation to Subsidiary CDEs must demonstrate control of at least one for-profit Subsidiary CDE and must submit a CDE Certification Application for a for-profit Subsidiary within 30 days after receiving allocation notification. The CDFI Fund may rescind the award if the nonprofit fails to submit the Subsidiary certification application within 30 days.

At Least 20% QLICIs to Non‑Metropolitan Counties

The CDFI Fund will endeavor to ensure that 20 percent of the Qualified Low-Income Community Investments (QLICIs) made using QEI proceeds are invested in Non‑Metropolitan counties. The NOAA also requires that the proportion of Allocatees that are Rural CDEs be at least equal to the proportion of Rural CDE Applicants in the highly qualified pool, and defines Rural CDEs with specific track-record and commitment criteria.

Limits on Using QEI Proceeds to Refinance

Applicants must commit not to allow Qualified Equity Investment (QEI) proceeds to be used to repay or refinance a debt or equity provider whose capital funded the QEI, or an Affiliate of that provider, except where: (i) proceeds repay documented reasonable expenditures directly attributable to the QALICB incurred no more than 24 months before the QLICI closing; or (ii) no more than 5 percent of total QLICI proceeds are used to repay such documented reasonable expenditures.

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Key Dates

Published Date
9/15/2026

Department and Agencies

Department
Independent Agency
Agency
Treasury Department
Community Development Financial Institutions Fund
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