2023 Tax Resources

New for the 2023 Tax Year

Federal Standard Deductions:
Single $13,850
Married Filing Separately $13,850
Head of Household $20,800
Married Filing Jointly $27,700

Oregon Standard Deductions:
Single $2,350
Married Filing Separately $2,350
Married Filing Separately (if spouse claims itemized deduction) $0
Head of Household $
Married Filing Jointly $4,700
Qualified Widow(er) $4,700

2023 Annual Gift exclusion is now $17,000. up by $1,000 from last year (2022).

Maximum Elective deferrals

  • 401(k), 403(b), 457 and SARSEP is now $22,500 (up $2,000 from 2021), the catchup contribution limit for those aged 50 or older as of the end of the year remains at $7,500 (up $1,000 from 2021).
  • SIMPLE plans is $15,500 (up from $14,000 in 2021). the catch-up maximum remains at $3,500 (up $500 from 2021) .
  • IRAs increase to $6,500 (up $500 from 2021), the catch-up for IRAs remains at $1,000 for those over age 49.
  • SEP max contribution is $61,000

2023 Mileage rates: 
Business:  58.5 cent per mile from January 1 to June 30, 2022
From July 1 to December 31, 2022 the mileage rate is 62.5 cents
Please sure that you have contemporaneous mileage log of all business miles. 
Charitable: 0.14 cents per mile all year
Medical: 0.18 cents per mile 1/1 to 6/30/22 and 0.22 cents per mile 7/1 to 12/31/2022

Helpful Links:

IRS.gov 

Where’s My Federal Refund? 

Estimated Tax Withholding Calculator

Learn more about Tax Scams

Tax Act & Jobs Cut 

CARES Act

Oregon Dept of Revenue

Where’s My Oregon Refund? 

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