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  2. 6 Hidden Tax Breaks for Retirees - AOL

    www.aol.com/finance/6-hidden-tax-breaks-retirees...

    The deduction for a traditional IRA won’t reduce your Social Security tax, and the Social Security tax rate, like the Medicare tax rate, doesn’t change after you’ve retired. Learn: These Are ...

  3. Tax breaks after 50 you might not know about - AOL

    www.aol.com/finance/tax-breaks-after-50-you...

    Additional medical deductions. Free tax filing assistance. ... as high as $11,250 — or 50% more than the normal catch-up contribution limit. Since rules around catch-up contributions are going ...

  4. Depreciation recapture - Wikipedia

    en.wikipedia.org/wiki/Depreciation_recapture

    The remainder of any gain realized is considered long-term capital gain, provided the property was held over a year, and is taxed at a maximum rate of 15% for 2010-2012, and 20% for 2013 and thereafter. If Section 1245 or Section 1250 property is held one year or less, any gain on its sale or exchange is taxed as ordinary income.

  5. Capital Gains Tax Rates for 2024-2025 - AOL

    www.aol.com/finance/capital-gains-tax-rates-2023...

    Individuals and couples with an income that exceeds the limits of the 15% tax rate are subject to a 20% tax rate. ... Any unrecaptured gain from the sale of Section 1250 real property (25% ...

  6. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    The top marginal long term capital gains rate fell from 28% to 20%, subject to certain phase-in rules. The 15% bracket was lowered to 10%. The 15% bracket was lowered to 10%. The act permanently exempted from taxation the capital gains on the sale of a personal residence of up to $500,000 for married couples filing jointly and $250,000 for singles.

  7. Adjusted gross income - Wikipedia

    en.wikipedia.org/wiki/Adjusted_gross_income

    Adjusted gross income is gross income less deductions from a business or rental activity and 21 other specific items. Several deductions (e.g. medical expenses and miscellaneous itemized deductions) are limited based on a percentage of AGI. Certain phase outs, including those of lower tax rates and itemized deductions, are based on levels of AGI.

  8. 10 Tax Breaks Every Middle-Class Family Should Take ... - AOL

    www.aol.com/10-tax-breaks-every-middle-180044100...

    In addition to the deduction, these taxpayers can take the full credit amount directly off their tax bill. ... And withdrawals for non-medical expenses are tax free after age 65. Tax Loss ...

  9. Retirees 65 and Older Eligible for Extra Standard Deduction ...

    www.aol.com/retirees-65-older-eligible-extra...

    The standard deduction amounts for 2023 are $27,700 if you’re married filing jointly (an increase of $1,800 from 2022), $20,800 for heads of households (a $1,400 gain) and $13,850 for single ...