Important Tax Numbers for 2022

With the new year right around the corner, we thought we’d go ahead and provide you with some important tax numbers for 2022. Some of these numbers are subject to change if Congress acts, but for now the data is accurate.

This quick reference guide below 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/Trusts
  • 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
  • Social Security taxation summary for MFJ and Single
  • 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

If you’d like to download this guide as a PDF, click here.

Important Tax Numbers for 2022

Important Tax Numbers for 2022

 

Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).

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