基本信息:
AGI (LINE 37): $197,922
Taxable Income (Line 43): $174,622
Filed Jointly, Schedule D filed with $59,883 stock investment gain.
我是用qualified dividends and capital gain tax worksheet 算的tax, 股票收益($59883)的部分用的是15%的税率, 余下的($114,739)用25%的税率再减$7940, 总税额=$59,883x0.15 + ($114,739x0.25-$7940) = $29,727
IRS 用的是schedule D, 总税额取的是以下两个数的较小值:
$59,883x0.28 + ($114,739x0.25 - $7940) = $37,512
$174,622x0.28 - $12,221 = $36,673
最后税额$36,673, 我最后还得补交$6946. 我一直以为卖股票的收益的税率是15%, 难道现在是28%了吗?是我搞错了吗?
万分感谢!