Federal Income Tax Brackets from 2009-2014

2014 Federal Income Tax Brackets

Income Tax	Single		Married Filing Jointly / Qualifying Widower		Married Filing Separately		Head of Household		Long-Term Capital Gains and Qualified Dividends
Rate	over	up to	over	up to	over	up to	over	up to	Rate
10%	0	9,075	0	18,150	0	9,075	0	12,950	0%
15%	9,075	36,900	18,150	73,800	9,075	36,900	12,950	49,400	0%
25%	36,900	89,350	73,800	148,850	36,900	74,425	49,400	127,550	15%
28%	89,350	186,350	148,850	226,850	74,425	113,425	127,550	206,600	15%
33%	186,350	405,100	226,850	405,100	113,425	202,550	206,600	405,100	15%
35%	405,100	406,750	405,100	457,600	202,550	228,800	405,100	432,200	15%
39.6%	406,750		457,600		228,800		432,200		20%

Federal Income Tax Brackets from 2009-2012

2012 Federal Income Tax Brackets

Income Tax	Single		Married Filing Jointly / Qualifying Widower		Married Filing Separately		Head of Household		Long-Term Capital Gains and Qualified Dividends
Rate	over	up to	over	up to	over	up to	over	up to	Rate
10%	0	8,700	0	17,400	0	8,700	0	12,400	0%
15%	8,700	35,350	17,400	70,700	8,700	35,350	12,400	47,350	0%
25%	35,350	85,650	70,700	142,700	35,350	71,350	47,350	122,300	15%
28%	85,650	178,650	142,700	217,450	71,350	108,725	122,300	198,050	15%
33%	178,650	388,350	217,450	388,350	108,725	194,175	198,050	388,350	15%
35%	388,350		388,350		194,175		388,350		15%

2010 IRA and Tax Planning Reference Guide

Excellent resource document courtesy of OppenheimerFunds Retirement Services.

Among the topics include:
Page 1

• IRA Deductibility, Contribution and Eligibility Limits
• IRA Contribution Limits
• Roth IRA Eligibility for 2009–2010

Page 2

• Federal Income Tax Rate Schedules

Page 3

• Retirement Plan Limits and Distribution Rules
• Long-term Capital Gains and Dividends Tax Rates

Page 4

• Federal Estate and Gift Tax Schedules
• Retirement Saver’s Credit
• Health Savings Accounts (HSAs)
• Eligible Long-term Care Deductions

Page 5

• Common IRA-related Tax Forms

Page 6

• Education Savings Tax Incentives
• Social Security Schedules