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Marginal vs effective tax rate

How do the entered marginal rate and actual tax paid compare?

Your numbers

$
$
%

Effective tax rate

20.0%

Marginal rate32.0%
Gap (marginal − effective)12.0%

Tip. Decisions about extra income use the marginal rate. Judging your overall burden uses the effective rate.

Assumptions

  • Effective rate = tax ÷ taxable income.
  • Compares to the marginal rate you enter.
  • Estimate only. Tax and payroll rules vary by country, state, and year, and this page uses the rates you enter rather than a filing engine's tables.

Explore the numbers

Examples and charts

Start with a scenario, then read the response curve to see which input actually moves the answer.

Example 1

Middle income

A moderate income where the two rates sit reasonably close together.

Effective tax rate

14.0%

Example 2

Upper income

A higher income where the gap between the two rates widens noticeably.

Effective tax rate

20.0%

Example 3

High income

A top-bracket earner, where the effective rate stays well below the marginal one.

Effective tax rate

26.9%

Sweeps total tax paid from half to one and a half times your value, holding everything else fixed.

Response curve

How total tax paid moves the result

Effective tax rate

20.0%

10%15%20%25%30%$15k$20k$25k$30k$35k$40k
Chart axis: Total tax paidNow $28k20%

What this calculates

Contrasts the rate on your next dollar of income with the rate you actually paid overall. Confusing the two is behind most bad tax intuition, including the belief that a raise can leave you worse off.

How to use it

  1. Start with taxable income and work down the form, or load an example to begin from a realistic case.
  2. Read the headline result alongside the supporting rows, which show the intermediate figures behind it.
  3. Check the assumptions. They decide what the number includes and, more importantly, what it leaves out.
  4. Sweep total tax paid on the response curve to see how much it actually moves the answer.
  5. Run a cautious case as well as an optimistic one before using the estimate in a decision.

Common mistakes

  • Assuming every dollar is taxed at the top bracket rate.
  • Turning down extra income because of a bracket, which is almost always the wrong call.
  • Comparing your effective rate to someone else's marginal rate.

Formula

Effective rate = total tax ÷ taxable income, compared against the marginal rate you enter

Inputs

  • Taxable income
  • Total tax paid
  • Marginal rate (%)

FAQ

Which rate should I use for a side project?

The marginal rate, because incremental income stacks on top of what you already earn and is taxed at the highest band it reaches.

Can a raise ever leave me worse off?

Not from brackets alone, because only the income above a threshold is taxed at the higher rate. It can happen through benefit or credit cliffs that phase out sharply, which brackets have nothing to do with.

Why is my effective rate so much lower than my bracket?

Because earlier income is taxed at the lower bands and deductions come off before any of it. Only the last slice of income is taxed at your top rate.

Should the effective rate include payroll tax?

It depends what you are measuring. Income tax alone gives a lower number, and adding Social Security and Medicare gives a fuller picture of the tax on your earnings. Be consistent when comparing across years.

Are these numbers financial advice?

No. They are educational estimates based on the inputs and assumptions on this page. Confirm important decisions with a qualified professional and your own documents.

Read the full guideMarginal vs effective tax rate

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