Michigan Collections Scams

The Michigan Department of Treasury is warning taxpayers of aggressive tax scams requesting taxpayers to pay an overdue tax bill by contacting a toll-free number. The letters threaten to seize property if the debt is not resolved. A legitimate letter from the Treasury Department will be issued on State of Michigan letterhead with the names of the governor and state treasurer.


If you receive a letter that you are unsure of, you can contact the state's Treasury Collections Service Center at 517-636-5265.

2022 1099-NECs

1099’s are required for:

  • anyone (except corporations) to whom you have paid $600 or more in a calendar year for services, including rent.  


What information is needed from you:

  • W-9 for each entity that a 1099 is required. If a W-9 is not available, the following information is required:
  • Legal name
  • Legal address
  • SSN or EIN
  • Amount paid in 2022


1099-NEC forms are due on January 31st, 2023. However, we highly encourage our clients to request W-9s now to avoid complications in January. Please upload completed W-9s to your client portal or send them securely to our office as soon as you receive them. The deadline to provide 1099 information to our office is January 18th, 2023.  

Blank W-9

2022 Tax Projections

As we near the end of 2022, we encourage all of our clients to take a few minutes to reflect on the year. Have you had significant changes? Do you expect to have changes in the remaining months of 2022? Do you want to make sure that you will not owe a considerable amount with your 2022 return? There are many reasons why a tax projection may be especially helpful this year.


There is still time to check in with us to see if you would benefit from a tax projection. Please get in touch with Kim at kim@jellisoncpa.com if you are interested in this service


*Please keep in mind that tax projections and tax planning services are outside the scope of your 1040 preparation and an additional fee will apply.

2023 Retirement Contribution Limits

The limit on elective deferral contributions to 401(k), 403(b), most 457 plans and the federal government's Thrift Savings Plan will be increased to $22,500 for 2023. The catch up contribution for those 50 and older will increase to $7,500.



The maximum deductible IRA contribution for 2023 increase to $6,500 ($7,500 if 50 or older.)


Here are the 2023 IRA phase-out ranges defined by the IRS:


  • For single taxpayers covered by a workplace retirement plan, the phase-out range is increased to between $73,000 and $83,000, up from between $68,000 and $78,000.
  • For married couples filing jointly, if the spouse making the IRA contribution is covered by a workplace retirement plan, the phase-out range is increased to between $116,000 and $136,000, up from between $109,000 and $129,000.
  • For an IRA contributor who is not covered by a workplace retirement plan and is married to someone who is covered, the phase-out range is increased to between $218,000 and $228,000, up from between $204,000 and $214,000.
  • For a married individual filing a separate return who is covered by a workplace retirement plan, the phase-out range is not subject to an annual cost-of-living adjustment and remains between $0 and $10,000.



If you have questions about retirement contributions, contact us at Jellison CPA.

Office Hours

Monday - Friday

9 AM - 4 PM


Our office will be closed Wednesday, November 23rd, through Friday, November 25th, for the Thanksgiving holiday.