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Tax Library

Tax Library

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

Federal Tax Forms
FormDescriptionInstructions
1040U.S. Individual Income Tax ReturnInstructions
1040AU.S. Individual Income Tax ReturnInstructions
1040EZU.S. Individual Income Tax ReturnInstructions
Sch AItemized DeductionsInstructions
Sch BInterest and Ordinary Dividendsn/a
Sch CProfit and Loss from BusinessInstructions
Sch DCapital Gains and LossesInstructions
Sch ESupplemental Income and LossInstructions
Sch EICEarned Income Creditn/a
Sch FProfit and Loss from FarmingInstructions
Sch HHousehold Employment TaxesInstructions
Sch JFarm Income AveragingInstructions
Sch RCredit for the Elderly or the DisabledInstructions
Sch SESelf-Employment TaxInstructions
W-4Employee's Withholding Allowance Certificaten/a
W-4PWithholding Certificate for Pension or Annuity Paymentsn/a
W9Request for Taxpayer Identification Number and CertificationInstructions
Federal Tax Rates

According to one survey, 45% of Americans say they pay too much in income taxes.

Source: Gallup, 2019.

These figures are for the 2020 tax year. Find your tax rate below.

Schedule X – Single

2019 Schedule X Single Federal Tax Rates
If taxable income is over:But not over:The tax is:
$0$9,87510% of taxable income
$9,875$40,125$987.50 plus 12% of the amount over $9,875
$40,125$85,525$4,617.50 plus 22% of the amount over $40,125
$85,525$163,300$14,605.50 plus 24% of the amount over $85,525
$163,300$207,350$33,271.50 plus 32% of the amount over $163,300
$207,350$518,400$47,367.50 plus 35% of the amount over $207,350
$518,400no limit$156,235.00 plus 37% of the amount over $518,400

Schedule Y-1 – Married Filing Jointly or Qualifying Widow(er)

2019 Schedule Y-1 Married Filing Jointly or Qualified Widow(er) Federal Tax Rates
If taxable income is over:But not over:The tax is:
$0$19,75010% of taxable income
$19,750$80,250$1,975.00 plus 12% of the amount over $19,750
$80,250$171,050$9,235.00 plus 22% of the amount over $80,250
$171,050$326,600$29,211.00 plus 24% of the amount over $171,050
$326,600$414,700$66,543.00 plus 32% of the amount over $326,600
$414,700$622,050$94,735.00 plus 35% of the amount over $414.700
$622,050no limit$167,307.50 plus 37% of the amount over $622,050

Schedule Y-2 – Married Filing Separately

2019 Schedule Y-2 Married Filing Separately Federal Tax Rates
If taxable income is over:But not over:The tax is:
$0$9,87510% of taxable income
$9,875$40,125$987.50 plus 12% of the amount over $9,875
$40,125$85,525$4,617.50 plus 22% of the amount over $40,125
$85,525$163,300$14,605.50 plus 24% of the amount over $85,525
$163,300$207,350$33,271.50 plus 32% of the amount over $163,300
$207,350$311,025$47,367.50 plus 35% of the amount over $207,350
$311,025no limit$83,653.75 plus 37% of the amount over $311,025

Schedule Z – Head of Household

2019 Schedule Z Head of Household Federal Tax Rates
If taxable income is over:But not over:The tax is:
$0$14,10010% of taxable income
$14,100$53,700$1410.00 plus 12% of the amount over $14,100
$53,700$85,5006,162.00 plus 22% of the amount over $57,300
$85,500$163,300$13,158.00 plus 24% of the amount over $85,500
$163,300$207,350$31,830.00 plus 32% of the amount over $163,300
$207,350$518,400$45,926.00 plus 35% of the amount over $207,350
$518,400no limit$154,793.50 plus 37% of the amount over $518,400

Source: Internal Revenue Service, 2019


This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.