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Inflation-Adjusted Limits & Thresholds

Oct 4, 2023 7:00:00 AM

The Internal Revenue Service has recently released the annual inflation adjustments for the tax year 2023-24. These adjustments encompass more than 60 tax provisions, including the tax rate schedules and various other tax changes. The following is a comprehensive overview of changes to limits and thresholds on some well-known tax provisions for the upcoming tax year.

2023 Benefit Plan Limits & Thresholds Chart

A handy chart showing 2023 benefit plan limits and thresholds: 401(k) plans, health savings accounts, health and dependent care flexible spending accounts, transit benefits and more.

View: 2023 Benefit Plan Limits & Thresholds Chart

For 2023, 401(k) Contribution Limit Rises to $22,500 with $7,500 'Catch-Up

Employee 401(k) contributions for plan year 2023 will rise by $2,000 to $22,500 with an additional $7,500 catch-up contribution allowed for those turning age 50 or older. The contribution cap is a goal that may encourage savers to defer extra dollars, if they're able to do so.

View: For 2023, 401(k) Contribution Limit Rises to $22,500 with $7,500 'Catch-Up

2023 Health FSA Contribution Cap Rises to $3,050

Employees in 2023 can contribute up to $3,050 to their health care flexible spending accounts (health FSAs), pretax, through payroll deduction—a $200 increase from 2022—the IRS has announced. The maximum carryover amount rises to $610, up from $570.

View: 2023 Health FSA Contribution Cap Rises to $3,050

2023 Wage Cap Jumps to $160,200 for Social Security Payroll Taxes

Starting January 2023, the maximum earnings subject to the Social Security payroll tax will increase by nearly 9 percent to $160,200—up from the $147,000 maximum for 2022, the SSA announced. By the start of the new year, adjust payroll systems and notify affected employees that more of their pay will be subject to payroll withholding.

View: 2023 Wage Cap Jumps to $160,200 for Social Security Payroll Taxes

2023 Tax Bracket Changes Could Increase Workers' Take-Home Pay

The IRS raised the top amounts of all seven federal income tax brackets for 2023, which could increase the paychecks of many employees by taxing more of their earnings at lower rates and influence employee decisions on paycheck withholding amounts.

View: 2023 Tax Bracket Changes Could Increase Workers' Take-Home Pay

IRS Sets 2023 Health Plan Premium Affordability Threshold at 9.12% of Pay

The IRS announced that for 2023 an employer's lowest self-only health plan premium can't exceed 9.12 percent of an employee's pay, down from the 2022 limit of 9.61 percent. Under the Federal Poverty Line safe harbor, the maximum monthly premium will be $103.28.

View: IRS Sets 2023 Health Plan Premium Affordability Threshold at 9.12% of Pay

IRS Announces Spike in 2023 Limits for HSAs and High-Deductible Health Plans

Health savings account (HSA) contribution limits for 2023 are going up $200 for self-only coverage and $450 for family coverage, the IRS announced April 29, reflecting the recent inflation surge. Planning ahead, employers can encourage employees to increase their HSA contributions next year and can initiate or increase an employer contribution as well.

View: IRS Announces Spike in 2023 Limits for HSAs and High-Deductible Health Plans

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ProLiant puts the human in human resources. We provide a fully integrated, cloud-based HCM solution that simplifies payroll and HR processes. The company serves small to large clients in multiple industries in all 50 states and is committed to providing the highest quality customer service in the industry.

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