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Income Tax Calculation?

Bogleheads • View forum - Personal Finance (Not Investing) - www.bogleheads.org
Filing joint return. Here are the numbers:

SS 62,374

RMD 30,265

Pension 4,860

Gross 97,499

Tax 4,604 (TaxCaster)

SS 62,374

RMD 30,265

Distribution 20,000

Pension 4,860

Gross 117,499

Tax 10,154 (TaxCaster)

Question: Why does an additional $20,000 distribution increase the total tax by so much when we are still within the 15% Marginal Tax Rate? My obviously incorrect assumption is an increased tax of $3,000. (15% of 20,000)
Date: Jun 19, 2017   


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