23 Feb 2022 Key Numbers
Links to all of the key numbers for your 2022 planning.
Individual Income Tax Planning
Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.
2022 Federal Income Tax Rate Schedules (Individual, Trusts, and Estates)
Tax rates for all filing statuses.
2021 Federal Income Tax Rate Schedules (Individual, Trusts, and Estates)
Tax rates for all filing statuses.
Business PlanningEarnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more.
Coverdell education savings account limits, education loan interest deduction limits, American Opportunity and Lifetime Learning Credits, and more.
Protection PlanningEligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs).
Estate PlanningAnnual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more.
Government BenefitsSocial Security, Medicare, and Medicaid.
Retirement PlanningElective deferral limits, IRA contribution limits, additional “catch-up” limits, traditional deductible IRA and Roth IRA compensation limits, and more.
Investment PlanningTax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income.
| This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results. |
| Prepared by Broadridge Advisor Solutions Copyright 2021. |