Your Tax Situation
Federal Tax Bracket
10%12%22%24%32%35%37%
Include 3.8% NIIT (Net Investment Income Tax) – applies if income > $200K single / $250K married
State tax advantage: ~97.5% of SGOV’s recent distributions derived from U.S. Treasury obligations, which are exempt from state/local income tax under federal law. This calculator applies that exemption automatically.
Fund Yields
Investment Amount
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Assumes SGOV distributions are ~97.5% exempt from state income tax per iShares U.S. Government Source Income information. Federal, state, and NIIT rates applied to ordinary income only. Does not account for AMT, deduction phase-outs, or state-specific rules (e.g. CA requires >50% quarterly Treasury threshold, which SGOV meets). Not tax advice – consult a professional for your situation.
