Use the table to answer the question. Sample IRS Tax Schedule, 20xx 2 GROSS TAXABLE EARNINGS, E TAXES DUE 3 Single 4 0 to 6,999.99 0.1E 5 7,000 to 28,399.99 0.15E − 350 6 28,400 to 68,799.99 0.25E − 3,190 7 68,800 to 143,499.99 0.28E − 5,254 8 143,500 to 311,949.99 0.33E − 12,429 9 311,950 and over 0.35E − 18,668 10 Head of Household 11 0 to 9,999.99 0.10E 12 10,000 to 38,049.99 0.15E − 500 13 38,050 to 98,249.99 0.25E − 4,305 14 98,250 to 159,099.99 0.28E − 7,252.50 15 159,100 to 311,949.99 0.33E − 15,207.50 16 311,950 and over 0.35E − 21,346.50 17 Married Filing Jointly 18 0 to 13,999.99 0.10E 19 14,000 to 56,799.99 0.15E − 700 20 56,800 to 114,649.99 0.25E − 6,380 21 114,650 to 174,699.99 0.28E − 9,819.50 22 174,700 to 311,949.99 0.33E − 18,554.50 23 311,950 and over 0.35E − 24,793.50 24 Married Filing Separately 25 0 to 6,999.99 0.10E 26 7,000 to 28,399.99 0.15E − 350 27 28,400 to 57,324.99 0.25E − 3,190 28 57,325 to 87,349.99 0.28E − 4,909.75 29 87,350 to 155,974.99 0.33E − 9,277.25 30 155,975 and over 0.35E − 12,396.75 Joshua Smith's income was $56,500. Compare his taxes due if he files as single to the amount due if he files as head of household. Show your work or explain how you got your answer.

short explanition

1 answer

To determine Joshua Smith's taxes due based on his income of $56,500, we will compute the taxes using both filing statuses: Single and Head of Household.

1. Filing as Single:

  • Income: $56,500 falls in the bracket of $56,800 to $114,649.99.
    • Formula: Tax = 0.25E - 6,380, where E is the taxable earnings.
    • Calculating the tax: \[ \text{Tax} = 0.25 \times 56,500 - 6,380 = 14,125 - 6,380 = 7,745 \]

2. Filing as Head of Household:

  • Income: $56,500 falls in the bracket of $38,050 to $98,249.99.
    • Formula: Tax = 0.25E - 4,305.
    • Calculating the tax: \[ \text{Tax} = 0.25 \times 56,500 - 4,305 = 14,125 - 4,305 = 9,820 \]

Comparing the Two Tax Amounts:

  • Taxes due if filed as Single: $7,745
  • Taxes due if filed as Head of Household: $9,820

Conclusion:

If Joshua files as Single, he will owe $7,745 in taxes. If he files as Head of Household, he will owe $9,820 in taxes. Thus, it would be more beneficial for him to file as Single as it results in lower taxes.