The marginal rates on the Tax Analytics page seem wrong. Am I missing something?

Published Apr 18, 2023

The Marginal Rates plot on the Tax Analytics page takes into account more than just the federal ordinary income tax rates, e.g. state income tax, FICA if applicable, NIIT if applicable, AMT if applicable, capital gains, etc.

To get a more detailed look at the various kinds of taxes and rates that apply to each income source in each simulated year, we would recommend reviewing the Effective Brackets chart, and turning income source aggregation off for that chart as well.

Keep in mind that the Effective Brackets chart synthesizes a set of overall brackets that bake in the effects of things like deductions. To see which deductions may apply in a given year, you can expand the Taxable Income > Deductions panels within the yearly summary pane (to the right of the primary chart in the Plan tab).

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