Tax advisor is giving the wrong tax bracket

Forum|Forum|8 months ago
October 26, 2025
2 replies
13 views

I have recently prepared two tax scinerois in witch the txpayer is in the 24% bracket by $3,900 to $13,000. In both the tax planner has said they are in the 22% bracket. It also shows the amount of income in the current tax bracket and dollars to the next bracket incorrectly. Be aware that Proconnect needs to fix this!

ProConnect Tax

BobKamman

Level 15

It would be helpful to know the taxable income and filing status, as an example of how the software is wrong. And are you sure there are no capital gains reducing the amount to which the highest tax bracket applies?

A

AKkathyAuthor

Level 2

The tax calculation is accurate, and the Federal effective tax rate is correct. However, the tax planner incorrectly indicates the federal marginal tax bracket. It stated they were in the 22% bracket, while they were actually in the 24% bracket by $3,900 and $13,000. It also provides incorrect figures for income in the current federal bracket and the dollars needed to reach the next bracket.

For a single individual over 65 with a taxable income of $117,331, no capital gains, and a tax of $17,926, this places $13,980 into the 24% bracket.

BobKamman

Level 15

The 22% bracket ends at $103,350 for 2025. The tax on that amount is $17,651. You’re coming up with $17,926 tax (just another $275) on another $13,980 income? I should have asked about qualified dividends, also.

J

johnsmith1

Level 3

At [Content Removed] we’ve noticed that the tax advisor’s tool is showing incorrect tax brackets. In our examples, the taxpayer falls in the 24% bracket, but the planner shows 22%, with incorrect income ranges and amounts to the next bracket. This appears to be an issue with ProConnect that needs correction.

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