2023 Key Financial Data Card

2023 Key Financial Data <-- Here is a handy live link that will be refreshed with current legislation as changes occur.  Clicking the link will automatically download a .pdf card of 2023 Key Financial Data, updated by any current legislation.

Use this live link to reference:

• 2023 Tax Rate Schedule
• Standard Deductions & Child Tax Credit
• Tax Rates on Long-Term Capital Gains and Qualified Dividends
• 3.8% Medicare Surtax on Investment Income
• Exemption Amounts for AMT
• Gift and Estate Tax Exclusions and Credits
• Education Credits, Deductions, and Distributions
• Tax Deadlines
• Retirement Plan Contribution Limits
• Individual Retirement Accounts
• Health Savings Accounts
• Deductibility of Long-Term Care Premiums on Qualified Policies
• Social Security Benefits and Tax on income brackets
• Medicare Deductibles
• Medicare Premiums
• Uniform Lifetime table (partial)