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Individual Income Tax Planning  2019 Federal Income Tax Rate Schedules

 2018 Federal Income Tax Rate Schedules  Business Planning  Education Planning  

Protection Planning  Estate Planning  Government Benefits  Retirement Planning  Investment Planning

2019 Investment Planning Key Numbers

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20182019
SingleUp to $38,600Up to $39,375
Married filing jointlyUp to $77,200Up to $78,750
Married filing separatelyUp to $38,600Up to $39,375
Head of householdUp to $51,700Up to $52,750
15% rate applies (taxable income thresholds)20182019
Single$38,601 to $425,800$39,376 to $434,550
Married filing jointly$77,201 to $479,000$78,751 to $488,850
Married filing separately$38,601 to $239,500$39,376 to $244,425
Head of household$51,701 to $452,400$52,751 to $461,700
20% rate applies (taxable income thresholds)20182019
SingleOver $425,800Over $434,550
Married filing jointlyOver $479,000Over $488,850
Married filing separatelyOver $239,500Over $244,425
Head of householdOver $452,400Over $461,700


Unearned income Medicare contribution tax ("net investment income tax")

Amount of tax20182019
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20182019
Individuals$200,000$200,000
Married filing jointly$250,000$250,000
Married filing separately$125,000$125,000


Individual Income Tax Planning  2019 Federal Income Tax Rate Schedules

 2018 Federal Income Tax Rate Schedules  Business Planning  Education Planning  

Protection Planning  Estate Planning  Government Benefits  Retirement Planning  Investment Planning

This information was prepared by Broadridge Investor Communication Solutions, Inc. and has been made available for Voya Financial Advisors’ representatives for distribution to the public for educational information only. Broadridge Investor Communication Solutions, Inc. is not affiliated with nor controlled by Voya Financial Advisors. The opinions/views expressed within are that of Broadridge Investor Communication Solutions, Inc. and do not necessarily reflect those of Voya Financial Advisors or its representatives. In addition, they are not intended to provide specific advice or recommendations for any individual. Neither Voya Financial Advisors nor its representatives provide tax or legal advice. You should consult with your financial professional, attorney, accountant or tax advisor regarding your individual situation prior to making any investment decisions.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.