2022 Individual, Estate, and Gift Tax Cheat Sheet
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2022 Individual, Estate, and Gift Tax Cheat Sheet

9 months ago · 150.7 KB Download

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This chart provides a high-level summary of the 2022 key tax numbers to keep handy as you work through client engagements:

  • Ordinary income tax brackets for individuals

  • Long term capital gains thresholds for individuals

  • Net investment income tax & Medicare tax threshold for individuals

  • Ordinary income tax brackets for estates and trusts

  • Long term capital gains brackets for estates and trusts

  • 2021 marital deduction limits

  • Gift, estate, and GST tax exemption amounts

  • Annual exclusion amount

  • Section 2032A special use valuation

Download the 2022 Individual, Estate, and Gift Tax Cheat Sheet

File name: gift-tax-cheat.pdf

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