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Jorge and Anita, married taxpayers, earn $187,500 in taxable income and $27,500

ID: 2470941 • Letter: J

Question

Jorge and Anita, married taxpayers, earn $187,500 in taxable income and $27,500 in interest from an investment in City of Heflin bonds. Using the U.S. tax rate schedule for married filing jointly, how much federal tax will they owe? What is their average tax rate? What is their effective tax rate? What is their current marginal tax rate?

Federal Tax=$

Average tax rate= %

Effective tax rate= %

Marginal tax rate= %

Jorge and Anita, married taxpayers, earn $187,500 in taxable income and $27,500 in interest from an investment in City of Heflin bonds. Using the U.S. tax rate schedule for married filing jointly, how much federal tax will they owe? What is their average tax rate? What is their effective tax rate? What is their current marginal tax rate?

Federal Tax=$

Average tax rate= %

Effective tax rate= %

Marginal tax rate= %

Explanation / Answer

As per 2015 Tax Brackets

Jorge and Anita will owe $29,465.50 in federal income

computed as follows:

$39,551.10 = $29,387.10 + 28%($187,500 - $151,200).

Federal Tax = $39,551.10

Average Tax rate = Total tax / Taxable income = 39,551.10 / 187,500 = 21.09%

Effective Tax Rate = Total tax / Total Income = 39,551.10 / 215,000 = 18.40%

Jorge and Anita are currently in the 28 percent tax rate bracket. Their marginal tax rate on increases in income up to $42,950 and deductions up to $36,300 is 28 percent.