Sources:
1 Source: Top tax complaints in U.S.: Some companies, wealthy don’t pay fair share | Pew Research Center
2 Note the IRS has announced tax relief provisions related to Hurricane Ian for taxpayers in Florida, North Carolina, and South Carolina. Learn more by reviewing IRS announcements: Help for Victims of Hurricane Ian
3 Source: Retirement Topics – IRA Contribution Limits | Internal Revenue Service (irs.gov)
4 Source: Rev. Proc. 2021-25 (irs.gov)
5 Source: Taxpayers should review the 401(k) and IRA limit increases for 2023 (irs.gov)
6 Source: Retirement Topics – Catch-Up Contributions
7 Source: IRS efile Tax Return and Refund Statistics for All Tax Years
8 A loss on stock or securities is subject to wash sale rules. If you acquire substantially identical stock or securities within 30 days before/after the sale that generated the loss, that loss cannot be used immediately for federal income tax purposes.
9 Source: Tax Refunds Are $3,651 on Average | LendingTree
10 Source: Survey: Less Than Half Of Americans Have Savings To Cover A $1,000 Surprise Expense | Bankrate
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