| | | SOFS 2024 Key Numbers (Links Version) | | | | | Investment PlanningMaximum tax on long-term capital gains
and qualified dividends| 0% rate applies (taxable income thresholds) | 2023 | 2024 |
|---|
| Single | Up to $44,625 | Up to $47,025 | | Married filing jointly | Up to $89,250 | Up to $94,050 | | Married filing separately | Up to $44,625 | Up to $47,025 | | Head of household | Up to $59,750 | Up to $63,000 |
| 15% rate applies (taxable income thresholds) | 2023 | 2024 |
|---|
| Single | $44,625 to $492,300 | $47,025 to $518,900 | | Married filing jointly | $89,250 to $553,850 | $94,050 to $583,750 | | Married filing separately | $44,625 to $276,900 | $47,025 to $291,850 | | Head of household | $59,750 to $523,050 | $63,000 to $551,350 |
| 20% rate applies (taxable income thresholds) | 2023 | 2024 |
|---|
| Single | Over $492,300 | Over $518,900 | | Married filing jointly | Over $553,850 | Over $583,750 | | Married filing separately | Over $276,900 | Over $291,850 | | Head of household | Over $523,050 | Over $551,350 |
Unearned income Medicare contribution tax
("net investment income tax")| Amount of tax | 2023 | 2024 |
|---|
| Tax percentage | 3.80% | 3.80% |
| Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding: | 2023 | 2024 |
|---|
| Individuals | $200,000 | $200,000 | | Married filing jointly | $250,000 | $250,000 | | Married filing separately | $125,000 | $125,000 |
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