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Posted

Have any phaseouts been adjusted for COLA or inflation?  I can't think of any.

If there are any, I would think the most likely ones are those associated with banking products, e.g. IRAs, Ables,529s etc.

Posted

I suppose it depends on what you mean by phaseouts - the starting point or the range - and do you mean this year or ever? The range doesn't usually increase, but the starting and ending points do.

  • EIC phases in and out by income which is adjusted for inflation
  • Income limit for IRA deduction phases out and is adjusted for inflation
  • Income limit for contributing to Roth IRA phases out and is adjusted for inflation
  • Income limit for taking student loan interest adjustment phases out and is adjusted
  • Income limits for retirement savings credit phase down by percents and are adjusted
  • Deductibility of long term care premiums phase down by age
  • AMT exemption phases out by income which is adjusted

The common phaseouts which are not adjusted are for CTC, ODC, CDCC, AOC, LLC, and tax-free SS.

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