Patrick W Rollmann
Tax Preparation & Accounting Services


1. Standard Deduction Increases
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Single: $13,850 (up from $13,000 in 2023).
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Married Filing Jointly: $27,700 (up from $27,000 in 2023).
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Head of Household: $20,800 (up from $19,400 in 2023).
2. Tax Bracket Adjustments
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The IRS adjusted tax brackets for inflation, with slightly higher thresholds for each bracket. This provides relief for taxpayers whose income has risen due to inflation.
RateSingleMarried Filing Jointly
10% $0–$11,000$0–$22,000
12% $11,001–$44,725$22,001–$89,450
22% $44,726–$95,375$89,451–$190,750
24% $95,376–$182,100$190,751–$364,200
32% $182,101–$231,250$364,201–$462,500
35% $231,251–$578,125$462,501–$693,750
37%Over $578,125Over $693,750
3. Contribution Limits
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401(k): Increased to $23,000, with a $7,500 catch-up for those aged 50+.
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IRA: $6,500 contribution limit; $1,000 catch-up remains unchanged.
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HSA: $4,150 (individual); $8,300 (family).
4. Child Tax Credit
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Up to $2,000 per qualifying child under 17.
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Refundable up to $1,600 per child for eligible low-income families.
5. Clean Vehicle Tax Credits
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New clean vehicle credit of up to $7,500 applies to certain electric or plug-in hybrid vehicles.
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Used EVs also qualify for a credit of up to $4,000, depending on vehicle price and taxpayer income limits.
6. Energy-Efficiency Credits
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Taxpayers can claim up to 30% of qualified energy-efficient home improvements (maximum $1,200 annually).
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Upgraded heat pumps and solar installations may qualify for additional credits.
7. Expanded ACA Premium Tax Credits
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The expanded premium subsidies for marketplace health insurance plans have been extended through 2025 under the Inflation Reduction Act.
8. Estate and Gift Tax Exemption
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The lifetime exemption is now $13.92 million per individual (up from $12.92 million).
9. Cryptocurrency Reporting
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New requirements for brokers to issue Form 1099-DA for cryptocurrency transactions to improve reporting and compliance.
10. Corporate and Business Tax Updates
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The Section 179 expensing limit increases to $1.19 million for 2024.
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Phase-out threshold begins at $2.38 million.