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Tax Law & Source Notes

Every rate, ceiling, and exclusion the engine models — with the tax year it applies to and the section of the Internal Revenue Code it comes from. Old rules are never silently treated as current; each register entry carries its tax year.

How to read these numbers

All engine output is informational estimation for planning purposes — not tax advice, not a filing position, and never a guarantee of a specific outcome. A licensed tax professional makes the final decisions on your return.

RuleCode sectionTax yearSource
Federal income tax brackets
Seven-bracket rate ladder; liability is priced against the TY 2024 tables.
26 U.S.C. §12024Read §1 →
Self-employment tax — 15.3%
Social Security (12.4% up to the wage base) plus Medicare (2.35% incl. additional).
26 U.S.C. §14012024Read §1401 →
Reasonable compensation for S-Corp officers
Officer salary must be reasonable — no fixed number; benchmarks by industry and region.
26 U.S.C. §162(a)(1)2024Read §162 →
Section 179 expensing — $1.22M limit
Immediate expensing of qualifying property placed in service; TY 2024 ceiling.
26 U.S.C. §1792024Read §179 →
The Augusta Rule — ≤14 days rental exclusion
Short rental of a residence (14 days or fewer) excluded from the owner’s income.
26 U.S.C. §280A(g)2024Read §280A →
Qualified business income (QBI) deduction
Up to 20% of qualified business income, subject to thresholds and limits.
26 U.S.C. §199A2024Read §199A →
Retirement plan annual additions — $69,000 cap
Annual additions limit for defined-contribution plans; TY 2024 dollar cap.
26 U.S.C. §415(c)2024Read §415 →
Estimated-tax safe harbors
Underpayment penalty and the prior-year / 90% safe-harbor exceptions.
26 U.S.C. §66542024Read §6654 →
Standard deduction
$14,600 single / $29,200 married filing jointly for TY 2024.
26 U.S.C. §63(c)2024Read §63 →
TaxMax Enterprise© 2026 · Planning and compliance software — not a licensed CPA firm · Estimates only, not tax advice.