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Income Tax Planning
Chapter 3: Fundamentals of Income Tax/THE KIDDIE TAX
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 3: Fundamentals of Income Tax

THE KIDDIE TAX

01.Core Concepts

• Net unearned income of a child under age 19 with a living parent (up to age 24 if full-time student and can be claimed as a dependent) is taxed at the income tax rates attributable to the parent. • Net unearned income does not include: • Basic standard deduction of $1,350 for 2026 for unearned income • The next $1,350 for 2026 of income which is taxed at the child’s marginal rate