We have broken out the simple tax plan walkthrough so that you can review your tax plan.

Key Figures

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Total Income

AGI (Adjusted Gross Income)

Deductions

Total Tax

Filing Status

Marginal Bracket

Average Rate

Effective Rate

2024 Safe Harbor

Tax Exempt Interest

Q/O Dividends

ST/LT Capital Gains

Carryforward Loss

Credits Claimed

Tax Breakdown

We've included a chart that breaks down the total tax bill. That chart is broken down into the income tax on the two forms of taxable income, ordinary income and qualified income [long-term capital gains (LTCG) and qualified dividends], as well as other taxes like Self-Employment Tax, the Net Investment Income Tax (NIIT), and Additional Medicare Tax.

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Marginal Tax Brackets: Ordinary Income

This section shows you how close you are to the next highest and new lowest tax bracket based on your income threshold.

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Schedule A (may not have)

If you are itemizing (because it gives you a higher deduction), this section will break down your itemized deductions.

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Schedule C/E - Income Sources (may not have)

You will have this section if you have any Schedule C (business/self-employment) or Schedule E (S-Cop, Rental Property) income.

If you do not see this section, it is because your business shows a loss.