Bond Fund Yield Calculator
©
The Finance Buff
, 2007 [
Instructions
]
Taxed @ Federal
Taxed @ State
AMT on Private Activity Bonds
Fully Taxable
Yes
Yes
N/A
Treasury
Yes
No
N/A
National Tax-Exempt
No
Yes
Yes
State-Specific Tax-Exempt
No
No
Yes
AMT Free State-Specific Tax-Exempt
No
No
No
Fund Yields
Fully Taxable:
%
Treasury:
%
National Tax-Exempt:
%. Fund income from private activity bonds?
%
State-Specific Tax-Exempt:
%. Fund income from private activity bonds?
%
AMT Free State-Specific Tax-Exempt:
%.
Your federal marginal tax bracket (no effect if you pay AMT,
look up
):
%
Your state marginal tax bracket (
look up
):
%
Do you itemize deductions on your federal income tax return? (no effect if you pay AMT)
Yes
No, I take the standard deduction
Do you pay AMT?
Yes
No
Your AMT marginal tax bracket (no effect if you don't pay AMT,
look up
):
N/A
26%
32.5%
35%
28%