1098 Mortgage Interest Statement1098 Mortgage Interest Statement
Alternative Minimum Tax (AMT)Alternative Minimum Tax (AMT)
Capital Gains TaxCapital Gains Tax
Capital LossCapital Loss
Child Tax CreditChild Tax Credit
Child and Dependent Care CreditChild and Dependent Care Credit
DependentDependent
Earned Income Tax Credit (EITC)Earned Income Tax Credit (EITC)
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Form 1040Form 1040
Income TaxIncome Tax
Itemized DeductionItemized Deduction
Standard DeductionStandard Deduction
Tax BracketTax Bracket
Tax CreditTax Credit
Tax DeductionTax Deduction
Tax FilingTax Filing
Tax Filing DeadlineTax Filing Deadline
Tax Filing ExtensionTax Filing Extension
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Tax RefundTax Refund
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W-2W-2
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Tax Bracket

Definition

A range of incomes taxed at a certain rate. Knowing your tax bracket can help you plan your finances and deductions.

What to consider

  • Keep records to easily claim any credits you qualify for.
  • Understand that credits reduce your tax bill directly.
  • Review your tax situation annually to see if additional credits apply.

Real world scenarios

  • Finding himself on the edge of a higher tax bracket, Felipe times certain deductions to remain in a lower bracket.
  • Claire’s bonus pushes her into the next bracket, so she plans next year’s withholdings carefully. She still benefits from paying the lower rate on most of her income.
  • Navigating tax brackets helps Josie decide whether to contribute more pre-tax income to her 401(k) and reduce taxable wages.

Related terms

1098 Mortgage Interest Statement
Capital Gains Tax
Alternative Minimum Tax (AMT)
Tax Filing Deadline
Standard Deduction

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