Maximum tax on long-term capital gains
and qualified dividends
|0% rate applies (taxable income thresholds)||2019||2020|
|Single||Up to $39,375
||Up to $40,000
|Married filing jointly||Up to $78,750||Up to $80,000|
|Married filing separately||Up to $39,375||Up to $40,000
|Head of household||Up to $52,750
||Up to $53,600
|15% rate applies (taxable income thresholds)||2019||2020|
|Single||$39,376 to $434,550
|Married filing jointly||$78,751 to $488,850||$80,000 to $496,600|
| Married filing separately||$39,376 to $244,425||$40,000
| Head of household||$52,751 to $461,700
||$53,600 to $469,050
|20% rate applies (taxable income thresholds)||2019||2020|
|Married filing jointly||Over $488,850||Over $496,600|
| Married filing separately||Over $244,425||Over $248,300|
| Head of household||Over $461,700||Over $469,050|
Unearned income Medicare contribution tax
("net investment income tax")
|Amount of tax||2019||2020|
|Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:||2019||2020|
|Married filing jointly ||$250,000||$250,000|
|Married filing separately||$125,000||$125,000|
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
LivingStone Wealth Planning is not a subsidiary of nor controlled by Voya Financial Advisors.
This information was prepared by Broadridge Investor Communication Solutions, Inc. and has been made available for Voya Financial Advisors’ representatives for distribution to the public for educational information only. Broadridge Investor Communication Solutions, Inc. is not affiliated with nor controlled by Voya Financial Advisors. The opinions/views expressed within are that of Broadridge Investor Communication Solutions, Inc. and do not necessarily reflect those of Voya Financial Advisors or its representatives. In addition, they are not intended to provide specific advice or recommendations for any individual. Neither Voya Financial Advisors nor its representatives provide tax or legal advice. You should consult with your financial professional, attorney, accountant or tax advisor regarding your individual situation prior to making any investment decisions.
Prepared by Broadridge Advisor Solutions Copyright 2020.