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Marriage Tax Penalty Calculator

Compare your taxes filing jointly vs separately.
See if marriage creates a tax bonus or penalty based on both incomes.

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Marriage Tax Impact

Marriage tax penalty occurs when a married couple pays more in taxes filing jointly than they would as two single filers.

Marriage tax bonus occurs when filing jointly saves money — common when one spouse earns significantly more.

How it works:

  1. Calculate each spouse’s tax as if filing Single
  2. Calculate the couple’s tax filing Married Filing Jointly
  3. Compare: Joint tax minus sum of single taxes

When penalties happen:

  • Both spouses earn similar, high incomes
  • Combined income pushes into higher brackets

When bonuses happen:

  • One spouse earns much more than the other
  • One spouse has little or no income

Based on 2024 federal tax brackets. Does not include state taxes or credits.


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