109 Bedford Avenue
Bellmore, New York 11710
516-409-1120
sjohnson@sgjcpa.com

Wednesday, January 4, 2017

Potential Tax Changes for Individuals in 2017


Potential Tax Changes for Individuals in 2017

As of 12/31/2016, there are certain tax provisions set to expire.  Some of the expiring provisions that will affect the average individual taxpayer are:
·         Credit for certain nonbusiness energy property
·         Credit for residential energy property
·         Discharge of indebtedness on principal residence excluded from gross income of individuals
·         Premiums for mortgage insurance deductible as interest that is qualified residence interest

According to most sources, President-elect Trump is likely to pursue the following individual tax legislation in 2017:
·         Reduce the individual marginal tax rate to three rates: 12, 25, 33% (2016 tax rates are 10, 15, 25, 28, 33, 35, 39.6%)
·         Top tax rate on capital gains and dividends 20%
·         Increase the standard deduction to $15,000 for singles and $30,000 for joint filers (2016 standard deduction is $12,600 for MFJ and QW, $9,300 for HOH and $6,300 for S)
·         Eliminate the deduction for personal exemptions (2016 personal exemption amount is $4,050 for the taxpayer, spouse and each qualified dependent, subject to limitation)
·         Eliminate the Head of Household filing status
·         Repeal and replace the Affordable Care Act (Eliminating the 3.8% tax on net investment income, the additional 0.9% Medicare tax on wages and SE income, penalties for failure to obtain health insurance and the premium assistance credit.)
·         Create a new above-the-line deduction for child and dependent care expenses
·         Increase the earned income credit for working parents through a spending rebate
·         The creation of Dependent CARE Savings Accounts with individual contributions matched 50% by government contributions
·         Impose a cap on the amount of itemized deductions that could be claimed on a tax return at $100,000 for single filers and $200,000 for joint filers
·         Eliminate the Alternative Minimum Tax

Sandra G. Johnson, CPA, EA, CFE

January 2, 2017

No comments:

Post a Comment