Higgins & Associates, CPA Inc.

2009 At A Glance:

 Personal exemption

$3,650

 Phaseout of personal exemptions starts (AGI*) 
     couple filing jointly or qualifying widow(er)s

 $250,200

     single individuals

 $166,800

 

Standard mileage rate

 

     business use

55 cents 

     medical and moving

24 cents 

     charitable

14 cents 

 

Social Security earning limit

 

     Under full retirement age

$14,160/yr
($1,180/mo)

    The year an individual reaches full retirement age
Note: Applies only to earning for months prior to attaining full retirement age.

$37,680/yr
($3,140/mo)

      Month of full retirement age

no limit 

 Wage base, Social Security tax $106,800
 Taxable wage base, Medicare

no limit 

 

2009 contribution limits

 

     401(k)s

$16,500 

       additional catch-up amount

$5,500 

     IRAs

$5,000 

       additional catch-up amount for 50 years old +

$1,000 

     SIMPLES

$11,500 

       additional catch-up amount

$2,500 


 

 Automatic exemption from federal estate tax 2009
 Gift tax exclusion 2009 and 2010

$3.5 million
$13,000 

*Adjusted Gross Income