2002 Federal/State Tax Liability for Families of Four

 

 

 

 

 

 

Under "Two 7/10ths of One Percent Surcharge" Proposal

 

 

Adjusted Gross Income

 

 

$125,000

$250,000

$500,000

$1,000,000

New York Tax

 

 

 

 

 

Adjusted Gross Income

 

$125,000

$250,000

$500,000

$1,000,000

Itemized Deductions

 

$22,768

$24,870

$33,390

$47,520

Exemptions

 

$2,000

$2,000

$2,000

$2,000

Taxable Income

 

$100,232

$223,130

$464,610

$950,480

Total Tax-Current Law (2002)

 

$6,469

$15,284

$31,826

$65,108

Total Tax - Proposed Law (2002)

 

$6,644

$16,684

$36,726

$77,008

NY Tax Increase

 

$175

$1,400

$4,900

$11,900

 

 

 

 

 

 

2002 Federal Tax with Proposed Surcharge

 

 

 

 

 

Adjusted Gross Income

 

$125,000

$250,000

$500,000

$1,000,000

Deductions

 

$29,346

$48,510

$85,743

$160,496

Exemptions

 

$11,800

$7,552

$0

$0

Taxable Income

 

$83,854

$193,938

$414,257

$839,504

Total Tax

 

$15,987

$49,691

$130,662

$294,808

 

 

 

 

 

 

2000 Federal Tax

 

 

 

 

 

Adjusted Gross Income

 

$125,000

$250,000

$500,000

$1,000,000

Deductions

 

$29,172

$47,222

$81,431

$150,381

Exemptions

 

$11,200

$6,048

$0

$0

Taxable Income

 

$84,628

$196,730

$418,569

$849,619

Total Tax

 

$17,821

$53,871

$138,421

$309,117

 

 

 

 

 

 

Federal Tax Cut (from 2000 to 2002)

 

$1,834

$4,180

$7,759

$14,309

Proposed NY Tax Increase

 

$175

$1,400

$4,900

$11,900

% of Federal Tax Cut Retained

 

90%

67%

37%

17%

Net Tax Reduction

 

$1,659

$2,780

$2,859

$2,409