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The following information applies to the questions displayed below.] Lacy is a s

ID: 2577388 • Letter: T

Question

The following information applies to the questions displayed below.] Lacy is a single taxpayer. In 2016, her taxable income is $41,200. What is her tax liability in each of the following alternative situations? Use Tax Rate Schedule for reference. (Do not round intermediate calculations. Round your answers to 2 decimal places.)

a. All of her income is salary from her employer. (tax liability?)

b. Her $41,200 of taxable income includes $1,700 of qualified dividends. (tax liability?)

c. Her $41,200 of taxable income includes $8,100 of qualified dividends. (tax liability ?)

Explanation / Answer

Lacy is a single tax payer

Income

$ 41,200.00

1. All her income is salary

10%

0 to $ 9275

15%

$ 9276 to $ 37650

25%

$ 37650 to $ 41200

Federal Tax

$    6,071.10

2. Income Includes $1,700 of qualified dividend

Income to be taxed in brackets

$ 39,500.00

Beause the income falls above the last two brackets the dividend will be taxed @ 15%

10%

0 to $ 9275

15%

$ 9276 to $ 37650

25%

$ 37650 to $ 39500

15%

$          1,700

Federal Tax

$   5,901.10

3. Income Includes $8,100 of qualified dividend

Income to be taxed in brackets

$ 33,100.00

Beause the income falls in the last two brackets the dividend will be taxed @ 0% i.e. it is exempt

10%

0 to $ 9275

15%

$ 9276 to $ 33100

Federal Tax

$    4,501.10

Lacy is a single tax payer

Income

$ 41,200.00

1. All her income is salary

10%

0 to $ 9275

15%

$ 9276 to $ 37650

25%

$ 37650 to $ 41200

Federal Tax

$    6,071.10

2. Income Includes $1,700 of qualified dividend

Income to be taxed in brackets

$ 39,500.00

Beause the income falls above the last two brackets the dividend will be taxed @ 15%

10%

0 to $ 9275

15%

$ 9276 to $ 37650

25%

$ 37650 to $ 39500

15%

$          1,700

Federal Tax

$   5,901.10

3. Income Includes $8,100 of qualified dividend

Income to be taxed in brackets

$ 33,100.00

Beause the income falls in the last two brackets the dividend will be taxed @ 0% i.e. it is exempt

10%

0 to $ 9275

15%

$ 9276 to $ 33100

Federal Tax

$    4,501.10