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Effective tax rate is total tax paid divided by total income, showing the true percentage of income paid as tax. It differs from marginal rate which applies only to the next dollar earned.

Fórmula

Effective rate = Total tax / Total income

Guía paso a paso

  1. 1Calculate tax owed based on tax brackets and income
  2. 2Divide total tax by total income
  3. 3Result is the actual average percentage rate

Ejemplos resueltos

Entrada
Income: $80k, Tax: $12k
Resultado
Effective rate: 15%
vs marginal rate applied to top bracket

Errores comunes a evitar

  • Confusing effective with marginal rate
  • Not accounting for all income sources

Configuración

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