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  2. 7 Things Retirees Need To Know About Filing Income Tax Returns

    www.aol.com/7-things-retirees-know-filing...

    “Interest is generally treated as ordinary income, but some dividends and capital gains get better tax treatment,” said Pritchard. “Long-term capital gains and qualified dividends might be ...

  3. 6 Hidden Tax Breaks for Retirees - AOL

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

    Because you’ve owned the home and used it as your primary residence for at least two of the last five years, you get to exclude $500,000 of gain on your joint return, so you only pay taxes on ...

  4. How all 50 states tax retirement income: A comprehensive list ...

    www.aol.com/finance/states-that-tax-retirement...

    Most retirement income is subject to state income tax in North Carolina, but residents with a taxable income of $47,150 or less are exempt. If your taxable income is between $47,151 and $238,200 ...

  5. 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.

  6. Adjusted gross income - Wikipedia

    en.wikipedia.org/wiki/Adjusted_gross_income

    It specifically includes wages, salary, bonuses, interest, dividends, rents, royalties, income from operating a business, alimony, pensions and annuities, share of income from partnerships and S corporations, and income tax refunds. [3] Gross income includes net gains for disposal of assets, including capital gains and capital losses.

  7. Internal Revenue Code section 61 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    One form of income listed in the Code, that of "discharge of indebtedness" is not often considered income by lay persons. If, however, a taxpayer owes a debt to any other party, and that debt is forgiven without being fully repaid, the taxpayer must as a general rule declare the forgiven amount as income, and must pay tax on it. [6]

  8. 10 retirement tax surprises to prepare for - AOL

    www.aol.com/finance/10-retirement-tax-surprises...

    Whereas ordinary income, like wages or interest, are taxed at your marginal tax rate, most long-term capital gains only face a 15-20% tax — or even 0%, depending on your income. But even if all ...

  9. Capital gains tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax_in_the...

    From 1998 through 2017, tax law keyed the tax rate for long-term capital gains to the taxpayer's tax bracket for ordinary income, and set forth a lower rate for the capital gains. (Short-term capital gains have been taxed at the same rate as ordinary income for this entire period.) [ 16 ] This approach was dropped by the Tax Cuts and Jobs Act ...