Tax Checklists

2024 Key Financial Data

2024 Key Financial Data

Nearly all the key items that affect one's personal finances are contained in the card's easy to follow format, including:

  • 2024 Tax Rate Schedule
  • Standard Deductions & Child Tax Credit
  • Tax Rate on Long-Term Capital Gains and Qualified Dividents
  • Net Investment Income Brackets
  • Exemption Amounts for Alternative Minimum Tax
  • Gift and Estate Exclusion and Credits
  • Education Credits, Deductions and Distributions
  • Tax Deadlines
  • Retirement Plan Contribution Limits
     

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