Individuals

Schedule X$-$Single

Schedule Y$-1-$Married Filing Jointly or Qualifying surviving spouse

Schedule Z$-$Head of Household

Schedule Y$-2-$Married Filing Separately Tax Rates for Net Capital Gains and Qualified Dividends

$*$This rate applies to the net capital gains and qualified dividends that fall within the range of taxable income specified in the table $($net capital gains and qualified dividends are included in taxable income last for this purpose$).!$

Required information

$[$The following information applies to the questions displayed below.$]$

Henrich is a single taxpayer. In $2024,$ his taxable income is $$539,000.$ What are his income tax and net investment income

tax liability in each of the following alternative scenarios? Use Tax Rate Schedule, Dividends and Capital Gains Tax Rates

for reference.

Note: Leave no answer blank. Round your final income tax amount to $2$ decimal places. Round your Net investment

income tax to the nearest whole number.

d$.$ Henrich has $$210,750$ of taxable income, which includes $$51,800$ of long$-$term capital gain that is taxed at preferential rates, and

$$8,360$ of deductible state income taxes. Assume his modified AGI $($and AGI $)$ is $$219,000.$