Top rate for 1256 contracts for CA resident?

Discussion in 'Taxes and Accounting' started by IndyJonerJr, Sep 2, 2018.

  1. 26.8% for 60/40 at 37%/20% max Fed rates, plus 3.8% Obamacare + 13.3% max CA = 43.9%, ignoring any state tax deduction at the margins under the new tax law. Top CA rates kick in around $1M. Remember most of these are marginal rates, so you’ll lose nearly half the $1Mth dollar, but the earlier ones will be cheaper.
     
    #11     Sep 12, 2018