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Martin Has a Marginal Tax Rate of 46 Percent

Question 91

Multiple Choice

Martin has a marginal tax rate of 46 percent. His wife, Carmen, has a marginal tax rate of 26 percent. In order to give his wife a supplemental source of income, he gave her a portion of his investment portfolio. Carmen's new investment portfolio generated interest income of $6,800 and taxable capital gains of $9,900. Which of the following statements is NOT correct?


A) Martin faces an additional tax liability of $3,128 as a result of Carmen's interest income.
B) Martin faces an additional tax liability of $4,554 as a result of Carmen's capital gains.
C) Carmen has no additional tax liability as a result of the investment portfolio.
D) Carmen faces a tax liability of $2,574 as a result of her capital gains.

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