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Income Tax Planning
Chapter 3: Fundamentals of Income Tax/KIDDIE TAX EXAMPLE: EARNED & UNEARNED INCOME:
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Chapter 3: Fundamentals of Income Tax

KIDDIE TAX EXAMPLE: EARNED & UNEARNED INCOME:

01.Core Concepts

TAX YEAR 2026 Tate is 17 years old. He earned wages of $4,000 and interest income of $3,000 during 2026. He had no expenses related to producing the interest income. He is a qualified dependent of his parents. 2026 $4,000Wages $3,000Interest Income $7,000Total Income ($4,450) Less: Standard Deduction (earned income + $450) $2,550Taxable Income $300Taxed at Parents’ Rate $2,250Taxed at Child’s Rate