Honu Wealth Management
Garth A Williams, MBA, CFP®
Financial Advisor
1307 S Mary Ave, Suite 101
Sunnyvale, CA 94087
650-917-3400
garth@honuwealth.com
www.HonuWealth.com
 
 




2022 Key Numbers

 

Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20212022
SingleUp to $40,400 Up to $41,675
Married filing jointlyUp to $80,800Up to $83,350
Married filing separatelyUp to $40,400Up to $41,675
Head of householdUp to $54,100 Up to $55,800
15% rate applies (taxable income thresholds)20212022
Single$40,400 to $445,850 $41,675 to $459,750
Married filing jointly$80,800 to $501,600$83,350 to $517,200
Married filing separately$40,400 to $250,800$41,675 to $258,600
Head of household$54,100 to $473,750 $55,800 to $488,500
20% rate applies (taxable income thresholds)20212022
SingleOver $445,850 Over $459,750
Married filing jointlyOver $501,600Over $517,200
Married filing separatelyOver $250,800Over $258,600
Head of householdOver $473,750Over $488,500

Unearned income Medicare contribution tax ("net investment income tax")

Amount of tax20212022
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20212022
Individuals$200,000$200,000
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000


This information was developed by Forefield, Inc. an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021.