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Document Information

Type: Cch tax briefing / congressional document production
File Size: 2.45 MB
Summary

This document is page 5 of a CCH Tax Briefing dated June 27, 2013, bearing the Bates stamp HOUSE_OVERSIGHT_029309. It details 2013 Adjusted Gross Income (AGI) phaseout thresholds, capital gains taxes, and net investment income taxes. It specifically addresses income tax issues for same-sex couples following the Supreme Court's Windsor decision, including filing status strategies and dependency exemptions.

Timeline (1 events)

2013-06-26
Supreme Court's Windsor decision (referenced in text as context for tax changes)
Washington D.C.

Key Quotes (3)

"Same-sex couples may find that the benefits of filing a joint return may not always be greater than filing separately..."
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Quote #1
"Net Capital Gains are taxed at the 20 percent maximum rate at levels beyond which income would otherwise be pushed into the 39.6 percent bracket"
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Quote #2
"In 2012, the IRS explained on its website that if a child is a qualifying child under Code Sec. 152(c) and both parents are same-sex partners, either parent, but not both, may claim a dependency deduction"
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Quote #3

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