Tax Facts

Unitrust Payout Adjustment Factors (1.0% to 1.4%)

Number of Months

That Valuation Date

Factors For Payout

Precedes First Payout

At The End Of Each

________

___________________

______________________________________________

Interest

At

But

Annual

Semiannual

Quarterly

Monthly

Rate

Least

Less Than

Period

Period

Period

Period

1.0%

..

1

1.000000

.997519

.996279

.995454

1

2

.999171

.996692

.995454

.994629

2

3

.998343

.995866

.994629

3

4

.997515

.995040

.993804

4

5

.996689

.994215

5

6

.995863

.993391

6

7

.995037

.992568

7

8

.994212

8

9

.993388

9

10

.992565

10

11

.991742

11

12

.990920

12

.

.990099

________

___________________

______________________________________________

Interest

At

But

Annual

Semiannual

Quarterly

Monthly

Rate

Least

Less Than

Period

Period

Period

Period

1.2%

..

1

1.000000

.997027

.995542

.994554

1

2

.999006

.996036

.994553

.993565

2

3

.998014

.995047

.993565

3

4

.997022

.994058

.992578

4

5

.996032

.993070

5

6

.995042

.992084

6

7

.994054

.991098

7

8

.993066

8

9

.992079

9

10

.991093

10

11

.990109

11

12

.989125

12

.

.988142

________

___________________

______________________________________________

Interest

At

But

Annual

Semiannual

Quarterly

Monthly

Rate

Least

Less Than

Period

Period

Period

Period

1.4%

..

1

1.000000

.996536

.994808

.993656

1

2

.998842

.995382

.993656

.992505

2

3

.997686

.994230

.992505

3

4

.996530

.993079

.991356

4

5

.995376

.991929

5

6

.994224

.990780

6

7

.993073

.989633

7

8

.991923

8

9

.990774

9

10

.989627

10

11

.988481

11

12

.987336

12

.

.986193

Tax Facts Premium Tools
Calculators
100+ calculators specifically designed to help you easily assist clients with specific planning situations and calculations.
Practice Guidance
Designed to help you discover new ways for which to build and maintain client relationships.
Concepts Illustrated
Specifically designed to help you easily assist clients with specific planning situations and calculations.
Tax Facts Archives
Access to the entire library of Tax Facts dating back to 2012 allowing you to look up the exact tax figures from prior years.