DOWNLOAD IMPORT NUMBERS GUIDE
This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes:
- Tax rates for MFJ, Single and Estates
- AMT annual limits
- LTCG rates for MFJ, Single and Estates/Trusts
- Standard deductions for MFJ and Single
- Social Security annual limits (including earning limits)
- Full Retirement Age chart
- IRMAA Surcharges
- Retirement Plan Annual Limits
- Traditional and Roth IRA Annual Limits
- Education Tax credits
- Uniform Lifetime Table (abbreviated version)
- Single Lifetime Table (abbreviated version)
- Estate and gift tax annual limits
- HSA annual limits
- Social Security taxation summary for MFJ and Single