Helpful Resources

Refunds

• When will you receive your refund? - The IRS states that it depends, but under normal circumstances it should be within twenty-one business days and that direct deposit is quicker than issuing a paper check.
• To check on the status of your Federal refund, go to www.irs.gov/refunds
• To check on the status of your CT refund, go to www.ct.gov/drs

Essential Tax Websites

Use the first two sites listed below to make payments and view withholding calculators.

• IRS website www.irs.gov
• Dept of Revenue, State of CT www.ct.gov/drs
• For all other CT Business Services, go to https://business.ct.gov

News & Information

• For everything ENERGY, including tax incentives, go to www.energy.gov
• The Balance http://www.thebalancemoney.com
• Social Security www.ssa.gov
• Creditkarma.com
• Emerald Medicare http://www.emeraldmedicare.com

Client Portal

• Access to copies of tax returns
• Set up a 'time for tax documents'
• Retrieve required Client Intake Forms
• **PLEASE NOTE—your tax returns will be available on the portal for FOUR years after filing. After this time, they will be deleted from our servers. Please be sure to retain a copy of your tax records based on the IRS recommendations for your individual situation.

2023 Tax Information

IRA Contribution Limits:

• Regular $6,500.
• Catch-up $1,000. for taxpayers aged 50 and older.

HSA Contributions Limits:

• Single $3,850.
• Family $7,750.
• Catch-up $1,000. for taxpayers aged 55 and older.

Annual Tax-Free Gift Limit: $17,000.

Capital Gains Rate:

MFJ
• 0% for taxable income $0-$89,250.
• 15% for taxable income $89,251-$553,850.

Single
• 0% for taxable income $0-$44,625.
• 15% for taxable income $44,626-$492,300.
*See www.irs.gov for more information

2024 Tax Information

IRA Contribution Limits:

• Regular $7,000.
• Catch-up $1,000. for taxpayers aged 50 and older.

HSA Contributions Limits:

• Single $4,150.
• Family $8,300.
  Catch-up $1,000. For taxpayers aged 55 and older.

Annual Tax-Free Gift Limit: $18,000.