TAX RATE

SINGLE or MARRIED FILING SEPERATELY

MARRIED FILING JOINT RETURNS

HEAD HOUSEHOLD

10%

$0 to $12,400

$0 to $24,800

$0 to $17,700

12%

$12,400 to $50,400

$24,800 to $100,800

$17,700 to $67,450

22%

$50,400 to $105,700

$100,8000 to $211,400

$67,450 to $105,700

24%

$105,700 to $201,775

$211,400 to $403,550

$105,700 to $201,750

32%

$201,775 to $256,225

$403,550 to $512,450

$201,750 to $256,200

35%

$256,225 to $640,600

$512,450 to $768,700

$256,200 to $640,600

37%

$640,600 or more

$768,700 or more

$640,600 or more

FILING STATUS

STANDARD DEDUCTION

Single or Married, filing separately

$16,100

Head of household

$24,150

Married, filing jointly and surviving spouses

$32,200

Child Tax Credit per child

$2,200

FICA on Taxable income up to $160,200

PERCENTAGE WITHHELD

MAXIMUM TAX

PAYABLE

MEDICARE on all Taxable income

PERCENTAGE WITHHELD

Employer pays

6.2%

$11,439.00

Employer pays

1.45%

Employee pays

6.2%

$11,439.00

Employee pays

1.45% + 0.9% on wages over $200,000 (single) or $250,000 (joint)

Self-employed pays

12.4%

$22,878.00

Self-employed pays

2.90% + 0.9% on self-employment income over $200,000 (single) or $250,000 (joint)

FLEXIBLE SPENDING ACCTs  (FSA) Health Care             includes limited purpose FSA

MAXIMUM CONTRIBUTION

FLEXIBLE SPENDING ACCTs  (DC-FSA)   Dependent Care

MAXIMUM CONTRIBUTION

HEALTH SAVINGS ACCOUNTS (HSA) with HDHP PLANS

MAXIMUM CONTRIBUTION

Employee Salary deferral

$3,400

Employee Salary deferral (Single & Married filing jointly)

$7,500

Employee Only Coverage

$4,400

Employer Match (if no EE contrib.)

-

Employee Salary deferral (Married filing separately)

$3,750

Family Coverage

$8,750

Carry over amount (2.5 month grace period to spend)

$680

 

 

Catch-up 55+ by 12/31

$1,000

RETIREMENT TYPE

MAX. CONTRIBUTION LIMIT

CATCH-UP

(50+)

MAX. COMPENSATION TAKEN INTO ACCOUNT

SEP IRA

The lesser of 25% of comp or $72,000

N/A

Employer contributions cannot take into account compensation in excess of $360,000

SIMPLE IRA

$17,000

$4,000

If matching contributions, up to 3% of employee compensation. If non-elective contribution (2% to 10%), employee compensation for calculation capped at $360,000, generally subject to a maximum $5,300

DEFINED BENEFIT PLAN

Individual benefit limited to the lesser of: 100% of avg. comp in highest  3 consecutive calendar years, or $290,000

N/A

Compensation for benefit calculation capped at $360,000 or lower limit defined in the plan

403 (b), 570(b), Roth, 401 (k)

$24,500

$8,000

Employer contributions cannot take into account compensation in excess of $360,000