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Taxes

Federal Income Tax Brackets

Information on federal income tax brackets can be found here.

State Income Tax Rates

State income tax rates vary by state.  A map of tax rates can be found here.

Federal Estate Tax

Federal Inheritance Taxes apply to cash, securities, real estate, insurance, trusts, annuities, and business interests.  A filing is required if an inherited estate has more than a certain value.  More information can be found here.

State Inheritance Tax

State Inheritance Tax laws differ by state.  A map of inheritance tax rates by state can be found here.

Gift Tax

The gift tax allows for a certain amount of money to be given as a gift each year.  Any money given over this exemption is taken off of an individual's lifetime estate tax exclusion.  More information can be found here.

Generation Skipping Transfer Tax

The generation skipping transfer tax is imposed on gifts and trusts when the recipient is  more than 37.5 years  younger than the donor.  This was created to prevent estate tax avoidance.  The current exemption and rates are the same as the federal estate tax.  More information can be found here.

Alternative Minimum Tax

The Alternative Minimum Tax (AMT) is a tax imposed if tax exemptions reach a threshold. The tax exemptions that contribute to AMT include accelerated depreciation, electric vehicle credit, interest paid on a mortgage, net operating loss deduction, investment interest expense, and several others.  More information can be found here.

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