Income and Expense Values Used In Sample Scenarios

Head of Household, One Child under 12

income expenses
Total income

Wage and Salary

Wage and Salary of Spouse

Social Security Benefits Pension Dividends Taxable Interest Tax Exempt Interest Business Income Capital gains Employer Provided Health Benefits Other Mortgage Interest Interest on Home Equity Loan State & Local Income or Sales Tax Payments State & Local Real Estate (Property) Tax Payments Charitable Contributions College Expenses Student Loan Interest Childcare Expenses
For the principal taxpayer, all income from paid employment, including tips, bonuses, and the like. For the spouse of the taxpayer, all income from paid employment, including tips, bonuses, and the like. All benefits for retirees, survivors, and dependents. Taxable portion of payments during retirement from plans (pension, 401(k), etc.) tied to previous employment. Qualified dividends received. Enter non-qualified dividends as taxable interest income. Interest paid on savings accounts and other financial investments, other than tax-exempt interest. Interest on instruments such as municipal bonds that is exempt from the federal individual income tax. Net income from a sole proprietorship, partnership, S corporation, limited liability company, or other business. All net income will be treated as earned by the primary taxpayer for purposes of calculating self-employment payroll taxes. Gains on assets held for longer than one year. Enter short-term capital gains as taxable interest income. Health insurance premiums paid by employers (including any employee amount paid with pre-tax dollars). Income from all other taxable sources. Mortgage interest paid on primary residence. Interest paid on a home equity loan. Income or sales tax payments (excluding property taxes) to state and local governments. Real estate (property) tax payments to state and local governments. Donations to charitable organizations or causes. Expenses for post-secondary education (e.g. tuition, textbooks, school fees) Interest paid on student loans. Childcare expenses for all children under age 13.
Low Income Level $12,000 Wage and Salary $12,000.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $0.0 Taxable Interest $0.0 Tax Exempt Interest $0.0 Business Income $0.0 Capital Gains $0.0 Employer Provided Health Benefits $1,600.0 Other $0.0   Mortgage Interest $400.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $1,600.0 State & Local Real Estate (Property) Tax Payments $200.0 Charitable Contributions $0.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $0.0
Medium Income Level $26,200 Wage and Salary $26,200.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $0.0 Taxable Interest $0.0 Tax Exempt Interest $0.0 Business Income $0.0 Capital Gains $0.0 Employer Provided Health Benefits $4,700.0 Other $0.0   Mortgage Interest $600.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $1,600.0 State & Local Real Estate (Property) Tax Payments $300.0 Charitable Contributions $100.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $500.0
High Income Level $47,600 Wage and Salary $47,400.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $0.0 Taxable Interest $100.0 Tax Exempt Interest $0.0 Business Income $0.0 Capital Gains $100.0 Employer Provided Health Benefits $8,200.0 Other $0.0   Mortgage Interest $1,700.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $1,700.0 State & Local Real Estate (Property) Tax Payments $800.0 Charitable Contributions $900.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $600.0
Very High Income Level $151,700 Wage and Salary $139,900.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $1,900.0 Taxable Interest $300.0 Tax Exempt Interest $100.0 Business Income $7,300.0 Capital Gains $2,200.0 Employer Provided Health Benefits $11,700.0 Other $0.0   Mortgage Interest $6,900.0 Interest on Home Equity Loan $300.0 State & Local Income or Sales Tax Payments $5,800.0 State & Local Real Estate (Property) Tax Payments $4,600.0 Charitable Contributions $5,100.0 College Expenses $0.0 Student Loan Interest $300.0 Childcare Expenses $200.0
Highest Income Level $593,200 Wage and Salary $510,900.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $3,100.0 Taxable Interest $1,100.0 Tax Exempt Interest $900.0 Business Income $33,500.0 Capital Gains $43,700.0 Employer Provided Health Benefits $10,000.0 Other $0.0   Mortgage Interest $10,300.0 Interest on Home Equity Loan $400.0 State & Local Income or Sales Tax Payments $26,100.0 State & Local Real Estate (Property) Tax Payments $7,700.0 Charitable Contributions $2,900.0 College Expenses $0.0 Student Loan Interest $0.0 Childcare Expenses $200.0

Married, Two Children, One 17, One over 17 in college

income expenses
Total income

Wage and Salary

Wage and Salary of Spouse

Social Security Benefits Pension Dividends Taxable Interest Tax Exempt Interest Business Income Capital gains Employer Provided Health Benefits Other Mortgage Interest Interest on Home Equity Loan State & Local Income or Sales Tax Payments State & Local Real Estate (Property) Tax Payments Charitable Contributions College Expenses Student Loan Interest Childcare Expenses
For the principal taxpayer, all income from paid employment, including tips, bonuses, and the like. For the spouse of the taxpayer, all income from paid employment, including tips, bonuses, and the like. All benefits for retirees, survivors, and dependents. Taxable portion of payments during retirement from plans (pension, 401(k), etc.) tied to previous employment. Qualified dividends received. Enter non-qualified dividends as taxable interest income. Interest paid on savings accounts and other financial investments, other than tax-exempt interest. Interest on instruments such as municipal bonds that is exempt from the federal individual income tax. Net income from a sole proprietorship, partnership, S corporation, limited liability company, or other business. All net income will be treated as earned by the primary taxpayer for purposes of calculating self-employment payroll taxes. Gains on assets held for longer than one year. Enter short-term capital gains as taxable interest income. Health insurance premiums paid by employers (including any employee amount paid with pre-tax dollars). Income from all other taxable sources. Mortgage interest paid on primary residence. Interest paid on a home equity loan. Income or sales tax payments (excluding property taxes) to state and local governments. Real estate (property) tax payments to state and local governments. Donations to charitable organizations or causes. Expenses for post-secondary education (e.g. tuition, textbooks, school fees) Interest paid on student loans. Childcare expenses for all children under age 13.
Low Income Level $36,000 Wage and Salary $30,300.0 Wage and Salary of Spouse $3,700.0 Social Security Benefits $0.0 Pension $0.0 Dividend $100.0 Taxable Interest $500.0 Tax Exempt Interest $100.0 Business Income $300.0 Capital Gains $1,000.0 Employer Provided Health Benefits $6,900.0 Other $0.0   Mortgage Interest $1,400.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $2,000.0 State & Local Real Estate (Property) Tax Payments $1,500.0 Charitable Contributions $1,000.0 College Expenses $2,600.0 Student Loan Interest $300.0 Childcare Expenses $300.0
Medium Income Level $82,500 Wage and Salary $64,400.0 Wage and Salary of Spouse $16,600.0 Social Security Benefits $0.0 Pension $0.0 Dividend $200.0 Taxable Interest $200.0 Tax Exempt Interest $0.0 Business Income $500.0 Capital Gains $600.0 Employer Provided Health Benefits $14,000.0 Other $0.0   Mortgage Interest $4,400.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $3,000.0 State & Local Real Estate (Property) Tax Payments $2,200.0 Charitable Contributions $1,800.0 College Expenses $2,900.0 Student Loan Interest $500.0 Childcare Expenses $600.0
High Income Level $151,200 Wage and Salary $109,300.0 Wage and Salary of Spouse $33,500.0 Social Security Benefits $0.0 Pension $0.0 Dividend $600.0 Taxable Interest $300.0 Tax Exempt Interest $0.0 Business Income $6,100.0 Capital Gains $1,400.0 Employer Provided Health Benefits $15,400.0 Other $0.0   Mortgage Interest $9,100.0 Interest on Home Equity Loan $300.0 State & Local Income or Sales Tax Payments $6,500.0 State & Local Real Estate (Property) Tax Payments $5,000.0 Charitable Contributions $3,600.0 College Expenses $4,200.0 Student Loan Interest $500.0 Childcare Expenses $900.0
Very High Income Level $880,800 Wage and Salary $518,300.0 Wage and Salary of Spouse $109,100.0 Social Security Benefits $0.0 Pension $0.0 Dividend $9,500.0 Taxable Interest $4,300.0 Tax Exempt Interest $3,100.0 Business Income $207,300.0 Capital Gains $29,200.0 Employer Provided Health Benefits $15,200.0 Other $0.0   Mortgage Interest $18,200.0 Interest on Home Equity Loan $500.0 State & Local Income or Sales Tax Payments $54,300.0 State & Local Real Estate (Property) Tax Payments $14,500.0 Charitable Contributions $19,500.0 College Expenses $8,200.0 Student Loan Interest $500.0 Childcare Expenses $300.0
Highest Income Level $4,479,000 Wage and Salary $1,653,000.0 Wage and Salary of Spouse $293,100.0 Social Security Benefits $0.0 Pension $0.0 Dividend $119,300.0 Taxable Interest $67,000.0 Tax Exempt Interest $28,600.0 Business Income $1,803,200.0 Capital Gains $514,800.0 Employer Provided Health Benefits $13,400.0 Other $0.0   Mortgage Interest $15,100.0 Interest on Home Equity Loan $200.0 State & Local Income or Sales Tax Payments $301,100.0 State & Local Real Estate (Property) Tax Payments $33,100.0 Charitable Contributions $159,500.0 College Expenses $2,200.0 Student Loan Interest $500.0 Childcare Expenses $300.0

Single, Under age 65, No children

income expenses
Total income

Wage and Salary

Wage and Salary of Spouse

Social Security Benefits Pension Dividends Taxable Interest Tax Exempt Interest Business Income Capital gains Employer Provided Health Benefits Other Mortgage Interest Interest on Home Equity Loan State & Local Income or Sales Tax Payments State & Local Real Estate (Property) Tax Payments Charitable Contributions College Expenses Student Loan Interest Childcare Expenses
For the principal taxpayer, all income from paid employment, including tips, bonuses, and the like. For the spouse of the taxpayer, all income from paid employment, including tips, bonuses, and the like. All benefits for retirees, survivors, and dependents. Taxable portion of payments during retirement from plans (pension, 401(k), etc.) tied to previous employment. Qualified dividends received. Enter non-qualified dividends as taxable interest income. Interest paid on savings accounts and other financial investments, other than tax-exempt interest. Interest on instruments such as municipal bonds that is exempt from the federal individual income tax. Net income from a sole proprietorship, partnership, S corporation, limited liability company, or other business. All net income will be treated as earned by the primary taxpayer for purposes of calculating self-employment payroll taxes. Gains on assets held for longer than one year. Enter short-term capital gains as taxable interest income. Health insurance premiums paid by employers (including any employee amount paid with pre-tax dollars). Income from all other taxable sources. Mortgage interest paid on primary residence. Interest paid on a home equity loan. Income or sales tax payments (excluding property taxes) to state and local governments. Real estate (property) tax payments to state and local governments. Donations to charitable organizations or causes. Expenses for post-secondary education (e.g. tuition, textbooks, school fees) Interest paid on student loans. Childcare expenses for all children under age 13.
Low Income Level $6,000 Wage and Salary $5,900.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $0.0 Taxable Interest $0.0 Tax Exempt Interest $0.0 Business Income $0.0 Capital Gains $100.0 Employer Provided Health Benefits $1,700.0 Other $0.0   Mortgage Interest $0.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $500.0 State & Local Real Estate (Property) Tax Payments $100.0 Charitable Contributions $0.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $0.0
Medium Income Level $18,800 Wage and Salary $18,400.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $200.0 Taxable Interest $0.0 Tax Exempt Interest $0.0 Business Income $100.0 Capital Gains $100.0 Employer Provided Health Benefits $2,100.0 Other $0.0   Mortgage Interest $100.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $1,000.0 State & Local Real Estate (Property) Tax Payments $200.0 Charitable Contributions $300.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $0.0
High Income Level $46,100 Wage and Salary $45,300.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $100.0 Taxable Interest $100.0 Tax Exempt Interest $0.0 Business Income $300.0 Capital Gains $300.0 Employer Provided Health Benefits $4,700.0 Other $0.0   Mortgage Interest $1,700.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $1,500.0 State & Local Real Estate (Property) Tax Payments $1,200.0 Charitable Contributions $700.0 College Expenses $0.0 Student Loan Interest $300.0 Childcare Expenses $0.0
Very High Income Level $167,900 Wage and Salary $147,000.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $3,800.0 Taxable Interest $900.0 Tax Exempt Interest $3,000.0 Business Income $8,200.0 Capital Gains $5,000.0 Employer Provided Health Benefits $5,400.0 Other $0.0   Mortgage Interest $8,500.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $9,000.0 State & Local Real Estate (Property) Tax Payments $3,900.0 Charitable Contributions $2,100.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $0.0
Highest Income Level $474,200 Wage and Salary $311,900.0 Wage and Salary of Spouse $0.0 Social Security Benefits $0.0 Pension $0.0 Dividend $20,900.0 Taxable Interest $7,500.0 Tax Exempt Interest $10,300.0 Business Income $46,300.0 Capital Gains $77,300.0 Employer Provided Health Benefits $2,900.0 Other $0.0   Mortgage Interest $5,400.0 Interest on Home Equity Loan $200.0 State & Local Income or Sales Tax Payments $34,500.0 State & Local Real Estate (Property) Tax Payments $5,300.0 Charitable Contributions $34,300.0 College Expenses $0.0 Student Loan Interest $200.0 Childcare Expenses $0.0

Married, Two Children, One under 13, One 13-16

income expenses
Total income

Wage and Salary

Wage and Salary of Spouse

Social Security Benefits Pension Dividends Taxable Interest Tax Exempt Interest Business Income Capital gains Employer Provided Health Benefits Other Mortgage Interest Interest on Home Equity Loan State & Local Income or Sales Tax Payments State & Local Real Estate (Property) Tax Payments Charitable Contributions College Expenses Student Loan Interest Childcare Expenses
For the principal taxpayer, all income from paid employment, including tips, bonuses, and the like. For the spouse of the taxpayer, all income from paid employment, including tips, bonuses, and the like. All benefits for retirees, survivors, and dependents. Taxable portion of payments during retirement from plans (pension, 401(k), etc.) tied to previous employment. Qualified dividends received. Enter non-qualified dividends as taxable interest income. Interest paid on savings accounts and other financial investments, other than tax-exempt interest. Interest on instruments such as municipal bonds that is exempt from the federal individual income tax. Net income from a sole proprietorship, partnership, S corporation, limited liability company, or other business. All net income will be treated as earned by the primary taxpayer for purposes of calculating self-employment payroll taxes. Gains on assets held for longer than one year. Enter short-term capital gains as taxable interest income. Health insurance premiums paid by employers (including any employee amount paid with pre-tax dollars). Income from all other taxable sources. Mortgage interest paid on primary residence. Interest paid on a home equity loan. Income or sales tax payments (excluding property taxes) to state and local governments. Real estate (property) tax payments to state and local governments. Donations to charitable organizations or causes. Expenses for post-secondary education (e.g. tuition, textbooks, school fees) Interest paid on student loans. Childcare expenses for all children under age 13.
Low Income Level $36,000 Wage and Salary $30,300.0 Wage and Salary of Spouse $3,700.0 Social Security Benefits $0.0 Pension $0.0 Dividend $100.0 Taxable Interest $500.0 Tax Exempt Interest $100.0 Business Income $300.0 Capital Gains $1,000.0 Employer Provided Health Benefits $6,900.0 Other $0.0   Mortgage Interest $1,400.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $2,000.0 State & Local Real Estate (Property) Tax Payments $1,500.0 Charitable Contributions $1,000.0 College Expenses $0.0 Student Loan Interest $300.0 Childcare Expenses $300.0
Medium Income Level $82,500 Wage and Salary $64,400.0 Wage and Salary of Spouse $16,600.0 Social Security Benefits $0.0 Pension $0.0 Dividend $200.0 Taxable Interest $200.0 Tax Exempt Interest $0.0 Business Income $500.0 Capital Gains $600.0 Employer Provided Health Benefits $14,000.0 Other $0.0   Mortgage Interest $4,400.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $3,000.0 State & Local Real Estate (Property) Tax Payments $2,200.0 Charitable Contributions $1,800.0 College Expenses $0.0 Student Loan Interest $500.0 Childcare Expenses $600.0
High Income Level $151,200 Wage and Salary $109,300.0 Wage and Salary of Spouse $33,500.0 Social Security Benefits $0.0 Pension $0.0 Dividend $600.0 Taxable Interest $300.0 Tax Exempt Interest $0.0 Business Income $6,100.0 Capital Gains $1,400.0 Employer Provided Health Benefits $15,400.0 Other $0.0   Mortgage Interest $9,100.0 Interest on Home Equity Loan $300.0 State & Local Income or Sales Tax Payments $6,500.0 State & Local Real Estate (Property) Tax Payments $5,000.0 Charitable Contributions $3,600.0 College Expenses $0.0 Student Loan Interest $500.0 Childcare Expenses $900.0
Very High Income Level $880,800 Wage and Salary $518,300.0 Wage and Salary of Spouse $109,100.0 Social Security Benefits $0.0 Pension $0.0 Dividend $9,500.0 Taxable Interest $4,300.0 Tax Exempt Interest $3,100.0 Business Income $207,300.0 Capital Gains $29,200.0 Employer Provided Health Benefits $15,200.0 Other $0.0   Mortgage Interest $18,200.0 Interest on Home Equity Loan $500.0 State & Local Income or Sales Tax Payments $54,300.0 State & Local Real Estate (Property) Tax Payments $14,500.0 Charitable Contributions $19,500.0 College Expenses $0.0 Student Loan Interest $500.0 Childcare Expenses $300.0
Highest Income Level $4,479,000 Wage and Salary $1,653,000.0 Wage and Salary of Spouse $293,100.0 Social Security Benefits $0.0 Pension $0.0 Dividend $119,300.0 Taxable Interest $67,000.0 Tax Exempt Interest $28,600.0 Business Income $1,803,200.0 Capital Gains $514,800.0 Employer Provided Health Benefits $13,400.0 Other $0.0   Mortgage Interest $15,100.0 Interest on Home Equity Loan $200.0 State & Local Income or Sales Tax Payments $301,100.0 State & Local Real Estate (Property) Tax Payments $33,100.0 Charitable Contributions $159,500.0 College Expenses $0.0 Student Loan Interest $500.0 Childcare Expenses $300.0

Married, Age 65 or over

income expenses
Total income

Wage and Salary

Wage and Salary of Spouse

Social Security Benefits Pension Dividends Taxable Interest Tax Exempt Interest Business Income Capital gains Employer Provided Health Benefits Other Mortgage Interest Interest on Home Equity Loan State & Local Income or Sales Tax Payments State & Local Real Estate (Property) Tax Payments Charitable Contributions College Expenses Student Loan Interest Childcare Expenses
For the principal taxpayer, all income from paid employment, including tips, bonuses, and the like. For the spouse of the taxpayer, all income from paid employment, including tips, bonuses, and the like. All benefits for retirees, survivors, and dependents. Taxable portion of payments during retirement from plans (pension, 401(k), etc.) tied to previous employment. Qualified dividends received. Enter non-qualified dividends as taxable interest income. Interest paid on savings accounts and other financial investments, other than tax-exempt interest. Interest on instruments such as municipal bonds that is exempt from the federal individual income tax. Net income from a sole proprietorship, partnership, S corporation, limited liability company, or other business. All net income will be treated as earned by the primary taxpayer for purposes of calculating self-employment payroll taxes. Gains on assets held for longer than one year. Enter short-term capital gains as taxable interest income. Health insurance premiums paid by employers (including any employee amount paid with pre-tax dollars). Income from all other taxable sources. Mortgage interest paid on primary residence. Interest paid on a home equity loan. Income or sales tax payments (excluding property taxes) to state and local governments. Real estate (property) tax payments to state and local governments. Donations to charitable organizations or causes. Expenses for post-secondary education (e.g. tuition, textbooks, school fees) Interest paid on student loans. Childcare expenses for all children under age 13.
Low Income Level $40,400 Wage and Salary $9,900.0 Wage and Salary of Spouse $500.0 Social Security Benefits $26,300.0 Pension $2,800.0 Dividend $300.0 Taxable Interest $400.0 Tax Exempt Interest $0.0 Business Income $0.0 Capital Gains $200.0 Employer Provided Health Benefits $4,100.0 Other $0.0   Mortgage Interest $200.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $1,200.0 State & Local Real Estate (Property) Tax Payments $1,600.0 Charitable Contributions $800.0 College Expenses $0.0 Student Loan Interest $400.0 Childcare Expenses $0.0
Medium Income Level $73,000 Wage and Salary $23,400.0 Wage and Salary of Spouse $1,800.0 Social Security Benefits $25,000.0 Pension $17,200.0 Dividend $1,300.0 Taxable Interest $500.0 Tax Exempt Interest $200.0 Business Income $200.0 Capital Gains $3,400.0 Employer Provided Health Benefits $5,000.0 Other $0.0   Mortgage Interest $2,700.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $1,800.0 State & Local Real Estate (Property) Tax Payments $3,200.0 Charitable Contributions $2,300.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $0.0
High Income Level $139,700 Wage and Salary $69,300.0 Wage and Salary of Spouse $4,100.0 Social Security Benefits $16,600.0 Pension $43,900.0 Dividend $1,900.0 Taxable Interest $600.0 Tax Exempt Interest $600.0 Business Income $1,200.0 Capital Gains $1,500.0 Employer Provided Health Benefits $6,500.0 Other $0.0   Mortgage Interest $4,200.0 Interest on Home Equity Loan $200.0 State & Local Income or Sales Tax Payments $4,400.0 State & Local Real Estate (Property) Tax Payments $4,100.0 Charitable Contributions $4,800.0 College Expenses $0.0 Student Loan Interest $100.0 Childcare Expenses $0.0
Very High Income Level $921,300 Wage and Salary $180,000.0 Wage and Salary of Spouse $4,100.0 Social Security Benefits $34,300.0 Pension $484,200.0 Dividend $15,000.0 Taxable Interest $6,100.0 Tax Exempt Interest $5,400.0 Business Income $124,700.0 Capital Gains $67,500.0 Employer Provided Health Benefits $5,100.0 Other $0.0   Mortgage Interest $19,000.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $28,300.0 State & Local Real Estate (Property) Tax Payments $12,000.0 Charitable Contributions $17,700.0 College Expenses $0.0 Student Loan Interest $800.0 Childcare Expenses $0.0
Highest Income Level $3,934,800 Wage and Salary $983,300.0 Wage and Salary of Spouse $18,100.0 Social Security Benefits $18,000.0 Pension $684,300.0 Dividend $104,000.0 Taxable Interest $85,400.0 Tax Exempt Interest $81,800.0 Business Income $1,407,200.0 Capital Gains $552,700.0 Employer Provided Health Benefits $4,700.0 Other $0.0   Mortgage Interest $13,900.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $132,000.0 State & Local Real Estate (Property) Tax Payments $32,600.0 Charitable Contributions $160,400.0 College Expenses $0.0 Student Loan Interest $400.0 Childcare Expenses $0.0

Married, Under age 65, No Children

income expenses
Total income

Wage and Salary

Wage and Salary of Spouse

Social Security Benefits Pension Dividends Taxable Interest Tax Exempt Interest Business Income Capital gains Employer Provided Health Benefits Other Mortgage Interest Interest on Home Equity Loan State & Local Income or Sales Tax Payments State & Local Real Estate (Property) Tax Payments Charitable Contributions College Expenses Student Loan Interest Childcare Expenses
For the principal taxpayer, all income from paid employment, including tips, bonuses, and the like. For the spouse of the taxpayer, all income from paid employment, including tips, bonuses, and the like. All benefits for retirees, survivors, and dependents. Taxable portion of payments during retirement from plans (pension, 401(k), etc.) tied to previous employment. Qualified dividends received. Enter non-qualified dividends as taxable interest income. Interest paid on savings accounts and other financial investments, other than tax-exempt interest. Interest on instruments such as municipal bonds that is exempt from the federal individual income tax. Net income from a sole proprietorship, partnership, S corporation, limited liability company, or other business. All net income will be treated as earned by the primary taxpayer for purposes of calculating self-employment payroll taxes. Gains on assets held for longer than one year. Enter short-term capital gains as taxable interest income. Health insurance premiums paid by employers (including any employee amount paid with pre-tax dollars). Income from all other taxable sources. Mortgage interest paid on primary residence. Interest paid on a home equity loan. Income or sales tax payments (excluding property taxes) to state and local governments. Real estate (property) tax payments to state and local governments. Donations to charitable organizations or causes. Expenses for post-secondary education (e.g. tuition, textbooks, school fees) Interest paid on student loans. Childcare expenses for all children under age 13.
Low Income Level $26,600 Wage and Salary $22,700.0 Wage and Salary of Spouse $2,400.0 Social Security Benefits $0.0 Pension $0.0 Dividend $200.0 Taxable Interest $400.0 Tax Exempt Interest $0.0 Business Income $400.0 Capital Gains $500.0 Employer Provided Health Benefits $4,900.0 Other $0.0   Mortgage Interest $900.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $1,400.0 State & Local Real Estate (Property) Tax Payments $1,200.0 Charitable Contributions $1,000.0 College Expenses $0.0 Student Loan Interest $200.0 Childcare Expenses $0.0
Medium Income Level $71,700 Wage and Salary $54,600.0 Wage and Salary of Spouse $14,900.0 Social Security Benefits $0.0 Pension $0.0 Dividend $200.0 Taxable Interest $300.0 Tax Exempt Interest $0.0 Business Income $800.0 Capital Gains $900.0 Employer Provided Health Benefits $10,700.0 Other $0.0   Mortgage Interest $3,000.0 Interest on Home Equity Loan $0.0 State & Local Income or Sales Tax Payments $2,600.0 State & Local Real Estate (Property) Tax Payments $1,900.0 Charitable Contributions $2,300.0 College Expenses $0.0 Student Loan Interest $500.0 Childcare Expenses $0.0
High Income Level $133,900 Wage and Salary $101,500.0 Wage and Salary of Spouse $26,900.0 Social Security Benefits $0.0 Pension $0.0 Dividend $800.0 Taxable Interest $500.0 Tax Exempt Interest $200.0 Business Income $1,800.0 Capital Gains $2,200.0 Employer Provided Health Benefits $11,600.0 Other $0.0   Mortgage Interest $7,800.0 Interest on Home Equity Loan $300.0 State & Local Income or Sales Tax Payments $5,400.0 State & Local Real Estate (Property) Tax Payments $3,900.0 Charitable Contributions $3,200.0 College Expenses $0.0 Student Loan Interest $600.0 Childcare Expenses $0.0
Very High Income Level $578,700 Wage and Salary $330,700.0 Wage and Salary of Spouse $69,600.0 Social Security Benefits $0.0 Pension $0.0 Dividend $11,000.0 Taxable Interest $4,900.0 Tax Exempt Interest $5,500.0 Business Income $122,000.0 Capital Gains $35,000.0 Employer Provided Health Benefits $10,500.0 Other $0.0   Mortgage Interest $10,900.0 Interest on Home Equity Loan $300.0 State & Local Income or Sales Tax Payments $30,300.0 State & Local Real Estate (Property) Tax Payments $11,100.0 Charitable Contributions $21,800.0 College Expenses $0.0 Student Loan Interest $300.0 Childcare Expenses $0.0
Highest Income Level $2,671,900 Wage and Salary $979,900.0 Wage and Salary of Spouse $261,600.0 Social Security Benefits $0.0 Pension $0.0 Dividend $337,200.0 Taxable Interest $40,200.0 Tax Exempt Interest $21,000.0 Business Income $784,600.0 Capital Gains $247,400.0 Employer Provided Health Benefits $9,100.0 Other $0.0   Mortgage Interest $15,500.0 Interest on Home Equity Loan $100.0 State & Local Income or Sales Tax Payments $169,700.0 State & Local Real Estate (Property) Tax Payments $28,500.0 Charitable Contributions $56,500.0 College Expenses $0.0 Student Loan Interest $300.0 Childcare Expenses $0.0