 |  | | | | | Investment PlanningMaximum tax on long-term capital gains
and qualified dividends| 0% rate applies (taxable income thresholds) | 2020 | 2021 |
|---|
| Single | Up to $40,000
| Up to $40,400
| | Married filing jointly | Up to $80,000 | Up to $80,800 | | Married filing separately | Up to $40,000
| Up to $40,400 | | Head of household | Up to $53,600
| Up to $54,100
|
| 15% rate applies (taxable income thresholds) | 2020 | 2021 |
|---|
| Single | $40,000
to $441,450 | $40,400 to $445,850
| | Married filing jointly | $80,000 to $496,600 | $80,800 to $501,600 | | Married filing separately | $40,000
to $248,300 | $40,400 to $250,800 | | Head of household | $53,600 to $469,050
| $54,100 to $473,750
|
| 20% rate applies (taxable income thresholds) | 2020 | 2021 |
|---|
| Single | Over $441,450 | Over $445,850
| | Married filing jointly | Over $496,600 | Over $501,600 | | Married filing separately | Over $248,300 | Over $250,800 | | Head of household | Over $469,050 | Over $473,750 |
Unearned income Medicare contribution tax
("net investment income tax")| Amount of tax | 2020 | 2021 |
|---|
| Tax percentage | 3.80% | 3.80% |
| Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding: | 2020 | 2021 |
|---|
| Individuals | $200,000 | $200,000 | | Married filing jointly | $250,000 | $250,000 | | Married filing separately | $125,000 | $125,000 |
|
| | | | | Eggert Financial Management, Inc. is an Investment Advisory firm regulated by the State of Colorado. | | Prepared by Broadridge Advisor Solutions Copyright 2021. |
| |
