Tax Calculators & Tools

Calculate federal, state, payroll, capital gains, self-employment, and quarterly estimated taxes. US, UK, AU, CA, and country-specific tax tools. Free and private.

General Tax Calculators

Tax Calculator

Estimate federal income tax owed based on filing status, income, deductions, and credits.

Payroll Tax Calculator

Calculate federal payroll taxes — Social Security, Medicare, and federal income tax withholding.

SUTA + FUTA Employer Unemployment Tax Calculator 2026

Calculate 2026 federal FUTA (0.6% effective) plus state SUTA across CA, TX, FL, NY, IL, WA, PA, OH. Wage base, rate credit, total cost per employee.

Sales Tax Calculator

Calculate sales tax for any US state and local jurisdiction. Get total cost with tax included.

Property Tax Estimator

Estimate annual property tax based on home value and effective tax rate. Compare US states.

Self-Employment Tax Estimator

Calculate self-employment tax (15.3%) on freelance, contractor, and gig income. SE tax + income tax combined.

Quarterly Tax Estimator

Estimate quarterly tax payments for self-employed and gig workers. IRS Form 1040-ES guidance.

Quarterly Tax Penalty Calculator

Calculate IRS underpayment penalty for missed or late quarterly tax payments. Avoid penalty surprises.

Bonus Tax Estimator

Calculate net bonus after federal tax withholding using percentage and aggregate methods.

Corporation Tax Planner

Plan corporate income tax across federal and state rates. Compare C-corp vs S-corp scenarios.

EV Tax Credit Calculator 2026

Check eligibility for the federal clean vehicle tax credit — up to $7,500 new EV or $4,000 used EV under IRA §30D and §25E. Includes battery sourcing, MSRP cap, and income limit checks.

Itemize vs Standard Deduction Calculator

Compare itemized deductions vs 2026 standard deduction under OBBB. See which saves more on federal taxes.

OBBB 2026 vs 2025 Tax Comparison

Compare your federal taxes under OBBB 2026 vs 2025 rates. See how brackets, deductions, and credits changed under P.L. 119-21.

QBI Deduction Calculator 2026 (Section 199A)

Estimate your 2026 Section 199A QBI deduction with phase-in/phase-out, SSTB rules, W-2 wage and UBIA limits. Includes OBBB Act 2025 permanence note.

HSA Family Contribution Calculator 2026

Calculate your 2026 HSA family contribution limit with age 55+ catch-up, last-month rule and proration plus federal + FICA tax savings.

Traditional IRA Deduction Phase-Out Calculator 2026

Calculate your 2026 Traditional IRA deduction phase-out by MAGI, filing status, and workplace plan coverage. Includes Form 8606 basis output.

Passive Activity Loss Calculator 2026 (Form 8582)

Calculate 2026 deductible passive activity loss under IRC § 469 and Form 8582. Real estate professional test, $25k special allowance with $100k–$150k MAGI phase-out, suspended PAL carryforward.

After-Tax 401(k) Mega Backdoor Roth Calculator 2026

Calculate 2026 after-tax 401(k) headroom under IRC § 415(c) $70,000 limit, in-plan Roth rollover (Notice 2014-54), and 30-year tax-free growth vs taxable equivalent.

QSBS § 1202 Exclusion Calculator 2026

Calculate the IRC § 1202 50/75/100% federal capital gains exclusion on Qualified Small Business Stock. $10M or 10× basis cap per issuer, 5-year hold, AMT, NIIT.

Form 5500 ERISA Deadline Calculator 2026

Calculate Form 5500 / 5500-SF / 5500-EZ ERISA filing deadline, Form 5558 extension, audit trigger, and DOL DFVCP + IRS late penalty exposure.

GILTI + FDII International Tax Calculator 2026

Calculate § 951A GILTI inclusion, § 250 FDII deduction, foreign tax credit, and effective US tax on CFC and foreign-derived income under post-OBBB 2026 rules.

Home Sale § 121 Exclusion Calculator 2026

Calculate 2026 federal tax on a primary-residence sale under IRC § 121: $250k single / $500k MFJ exclusion, ownership and use tests, partial safe harbors, LTCG, NIIT, state CGT.

Qualified Opportunity Zone (QOZ) Deferral Calculator 2026

Calculate 2026 QOF tax deferral, basis step-up, and 10-year FMV step-up under IRC § 1400Z-2. Compares QOZ vs pay-now after-tax wealth at exit. Includes 12/31/2026 inclusion event.

Mortgage Interest Deduction Calculator 2026 ($750k Cap)

Calculate deductible 2026 home mortgage interest under the $750k post-2017 cap or $1M grandfathered cap. Handles MFS halving, refinance, cash-out. IRC 163(h)(3) + IRS Pub 936 + OBBB 2025.

Roth Conversion Bracket Fill-Up Calculator 2026

Calculate the exact Roth conversion to fill your 2026 federal tax bracket without spilling into the next. See marginal vs effective tax and after-tax Roth dollars.

NIIT Calculator 2026 (Form 8960)

Calculate the 3.8% Net Investment Income Tax under IRC § 1411 and Form 8960. Lesser of NII or MAGI excess over $200k single / $250k MFJ.

Additional Medicare Tax Calculator 2026 (Form 8959)

Calculate the 0.9% Additional Medicare Tax on wages + SE income above $200k single / $250k MFJ / $125k MFS. Form 8959 line-by-line.

Accumulated Earnings Tax Calculator 2026 (C-Corp)

Calculate the 20% Accumulated Earnings Tax on C-corp retained earnings under IRC §§ 531–537. $250k/$150k credit, Bardahl working capital, reasonable needs.

FEIE Calculator 2026 (Form 2555)

Estimate 2026 Foreign Earned Income Exclusion under IRC § 911 — Physical Presence 330-day prorate, $130,000 max, foreign housing exclusion with city-specific caps.

Foreign Tax Credit Calculator 2026 (Form 1116)

Calculate the 2026 Foreign Tax Credit under IRC §§ 901–904. Section 904 limit, passive vs general baskets, GILTI 80% haircut, FEIE comparison, 10-year carryforward.

Modified AGI (MAGI) Calculator 2026

Compute IRA, ACA, Medicare IRMAA, and NIIT MAGI variants from gross income. Different add-backs for each — Form 1040 + Pub 590-A + § 36B + § 1411.

Child Tax Credit + ACTC Calculator 2026

Calculate your 2026 Child Tax Credit ($2,200 per child) plus the refundable Additional Child Tax Credit (up to $1,700). OBBB Act 2025 enhancements + AGI phase-out.

529 State Tax Deduction Comparison 2026

Compare 2026 state income tax deductions and credits for 529 college-savings contributions across all 50 states. See your real tax savings + top-10 ranking.

Coverdell ESA vs 529 Calculator 2026

Compare 2026 Coverdell ESA ($2,000 cap) vs 529 plan side-by-side: income phaseout, projected tax-free growth, K-12 vs college qualified expenses.

Gift Tax Annual Exclusion Calculator 2026

Calculate the 2026 federal gift tax annual exclusion ($19k single / $38k married). Gift splitting, 529 5-year forward election, Form 709 filing.

PTET Passthrough Entity Tax Calculator 2026

Estimate state PTET tax paid at the entity level and federal income tax saved versus the personal SALT cap. 14 PTET states, OBBB 2025 cap phase-out.

Casualty Loss Deduction Calculator 2026

Calculate the 2026 federal casualty loss deduction in a federally declared disaster. Smaller-of basis or FMV decline, $100/10% AGI floors, Schedule A.

Home Office Deduction Calculator 2026 (Form 8829)

Compare 2026 home office deduction under the Simplified Method ($5/sq ft) vs Form 8829 actual expenses. See which gives the bigger deduction.

Installment Sale Form 6252 Calculator 2026

Calculate IRS Form 6252 installment sale gain — gross profit %, current-year recognition, depreciation recapture (Year 1 ordinary), and AFR interest.

Step-Up Basis Calculator 2026 (§ 1014)

Compute stepped-up basis on inherited property under IRC § 1014. Full vs half step-up by ownership and state, capital gain eliminated, tax saved.

Effective Tax Rate Calculator

Calculate your effective federal tax rate — the actual percentage you pay after all brackets. Includes bracket-by-bracket breakdown for 2026.

Charitable Donation Tax Deduction Calculator

Calculate tax savings from charitable donations. See AGI limits, carryforward, and after-tax cost. IRS Publication 526 rules for 2026.

QCD Calculator — Qualified Charitable Distribution

Calculate IRA Qualified Charitable Distribution: max amount, RMD satisfaction, and tax savings vs regular donation. Based on IRS Publication 590-B.

Estimated Tax Safe Harbor Calculator

Check if your estimated tax payments meet IRS safe harbor rules to avoid underpayment penalties. Quarterly schedule included.

Kiddie Tax Calculator 2026

Calculate kiddie tax on a child's unearned income using trust and estate brackets under IRC §1(g). Covers dividends, interest, capital gains.

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Capital Gains & Investment Tax

Capital Gains Tax Calculator 2026

Calculate federal short-term & long-term capital gains tax, NIIT 3.8%, and state tax. Covers stocks, real estate, crypto.

Capital Gains vs Ordinary Income Tax

Compare short-term vs long-term capital gains tax for 2026. See LTCG savings, NIIT, and exact tax advantage of holding >1 year.

Long-Term Capital Gains Calculator

Calculate federal LTCG tax (0%, 15%, 20%) plus state tax on stock, crypto, real estate, and asset sales.

Qualified Dividend Tax Calculator

Calculate tax on qualified vs ordinary dividends across federal LTCG rates and ordinary income brackets.

Tax Loss Harvesting Calculator (US)

Calculate tax savings from harvesting capital losses against gains and ordinary income. Wash sale rules.

Wash Sale Rule Calculator

Calculate disallowed loss, adjusted cost basis, and holding period impact under IRS wash sale rule (IRC 1091).

Tax Loss Harvesting (AU)

Calculate Australian capital loss offsetting and carried forward losses against future gains.

AMT Calculator 2026

Calculate your 2026 Alternative Minimum Tax using OBBB-updated exemptions. Covers all preference items: SALT, ISO exercises, private activity bonds, depreciation, and more.

ISO AMT Calculator

Calculate Alternative Minimum Tax on Incentive Stock Option exercises. Plan ISO timing for tax efficiency.

Roth Conversion Ladder Calculator

Plan Roth conversion ladders for early retirement. Calculate annual conversion tax cost and 5-year wait.

Gift Tax Calculator

Calculate federal gift tax owed and lifetime exemption used. Track annual exclusion limits.

Tax Residency Day Counter

Track days in country to determine tax residency — substantial presence test, 183-day rule, more.

Depreciation Recapture Calculator 2026

Calculate Section 1250 depreciation recapture tax at 25% plus capital gains when selling rental property.

Section 179 Deduction Calculator 2026

Calculate Section 179 deduction for business equipment with phase-out, bonus depreciation, and tax savings.

Kiddie Tax Calculator 2026

Calculate kiddie tax on children's unearned income using trust/estate brackets under OBBB. Ages under 19 or 24 if student.

W-4 Withholding Calculator 2026

Estimate correct federal tax withholding per paycheck. Compare current vs recommended to avoid refund or owed surprises.

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Country-Specific Tax Tools

Related Hubs

Additional Tools

1099-K Threshold 2026 Calculator

Check if your 2026 PayPal, Venmo, eBay, or Etsy activity triggers a 1099-K. 2026 IRS threshold is $2,500 (down from $5K, up from prior $20K). State rules differ. Free.

401(k) Hardship Withdrawal Tax Calculator

Calculate 401(k) hardship withdrawal tax cost: 10% penalty, federal + state income tax, FICA, net cash. SECURE 2.0 exceptions: $1K emergency, domestic abuse. Free.

Augusta Rule §280A(g) Deduction Calculator

Calculate Augusta Rule §280A(g) tax savings — rent your home to your business up to 14 days tax-free. Free 2026 calculator with comparable rate guidance.

Capital Loss Carryover Calculator

Calculate how much capital loss you can deduct this year and how much carries over to future years. Free 2026 IRS Schedule D and Form 8949 carryover estimator.

COBRA vs ACA Premium Tax Credit Calculator

Compare COBRA premium vs ACA marketplace plan with premium tax credit (PTC). 2026 income thresholds, subsidy cliff status, special-enrollment 60-day window. Free.

Crypto Capital Gains Tax Calculator (2026)

Calculate cryptocurrency capital gains tax for 2026 returns. Short-term vs long-term, NIIT 3.8%, state add-on, and Form 1099-DA broker reporting walk-through. Free.

AOTC vs Lifetime Learning Credit Calculator 2026

Compare American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC) for 2026. Up to $2,500 AOTC (40% refundable) vs $2,000 LLC. Form 8863, MAGI phase-outs, and best-credit pick.

ESPP Qualifying Disposition Tax Calculator 2026

Calculate qualifying vs disqualifying ESPP disposition tax: ordinary income vs long-term capital gains, lookback feature, 15% discount. Free private tool.

Excess Business Loss §461(l) Calculator 2026

Calculate the 2026 excess business loss limit under IRC §461(l): $313,000 single / $626,000 MFJ. Disallowed loss becomes NOL carryforward. Free Form 461 tool.

Foreign Housing Exclusion 2026 Calculator

Calculate 2026 Foreign Housing Exclusion on Form 2555 — base, ceiling, and city-specific higher caps. Stack with FEIE for US expat tax savings.

1099-NEC vs 1099-MISC Classifier 2026

Determine whether to issue a 1099-NEC (nonemployee compensation) or 1099-MISC (other payments) for a 2026 tax year payment. Quick decision tree with thresholds, examples, and IRS-aligned rules.

Homestead Exemption Savings Calculator

Calculate property tax savings from your state's homestead exemption. Free 2026 calculator covering Texas, Florida, Georgia, California, Illinois, and 30+ other states.

UK IHT Residence Nil Rate Band Calculator 2026/27

Calculate your UK Inheritance Tax liability for 2026/27 using the £325,000 nil rate band plus £175,000 residence nil rate band. Includes £2M estate taper. Free and private.

IRS Installment Agreement Calculator

Calculate IRS installment agreement monthly payment, total interest, failure-to-pay penalty, and setup fees. Compare short-term vs long-term plans. Free, private.

ISO vs NSO Tax Comparison Calculator 2026

Compare 2026 ISO vs NSO tax treatment: AMT impact, ordinary vs capital gains, qualifying disposition. Free private tool for tech employees.

K-1 Pass-Through Tax Calculator

Estimate federal tax on Schedule K-1 income from a partnership or S-corp. Free 2026 calculator covering ordinary income, QBI deduction, SE tax, and capital gains.

Nanny Tax Schedule H Calculator 2026

Calculate 2026 nanny tax for household employees: Schedule H FICA, FUTA, employer-employee split. IRS 2026 threshold $2,800. Free private calculator.

Net Operating Loss (NOL) Carryforward Calculator

Calculate NOL carryforward usage under 2026 rules — 80% of taxable income cap, indefinite carry, TCJA + OBBB framework. Free.

Form 941 Quarterly Payroll Tax Calculator 2026

Calculate your Form 941 quarterly payroll tax for 2026 — federal income tax withholding, Social Security, Medicare, and Additional Medicare. Built for small employers. Free and private.

Premium Tax Credit Form 8962 Reconciliation Calculator 2026

Reconcile your advance premium tax credit (APTC) on Form 8962 for 2026. Calculate excess APTC repayment, additional PTC refund, and FPL applicable figure. Free IRS-aligned calculator.

Pro-Rata Rule Backdoor Roth Calculator 2026

Estimate the IRS pro-rata rule tax bill on a backdoor Roth conversion when you have pre-tax IRA balances. Updated for 2026. Free and private.

QBI Section 199A Deduction Calculator 2026

Calculate your 2026 Section 199A qualified business income (QBI) deduction. See pass-through deduction for sole proprietors, partnerships, S-corps with SSTB and wage/UBIA limits. Free and private.

QBI Rental Real Estate Safe Harbor Calculator 2026

Check if your rental enterprise qualifies for QBI 199A safe harbor 2026: 250-hour rental services, separate books, contemporaneous logs. Free private tool.

QCD Calculator 2026

Calculate QCD tax savings: donate up to $108,000 from your IRA at age 70½ to satisfy RMDs, lower MAGI, avoid IRMAA, and skip itemizing. 2026 SECURE 2.0 limits. Free.

Quarterly Estimated Tax Calculator

Calculate IRS quarterly estimated tax payments for self-employed, freelancers, and 1099 contractors. Use 110% safe harbor to avoid penalties. April, June, September, January due dates.

Retention Bonus Tax Calculator 2026

Calculate net retention bonus after federal supplemental withholding (22% or 37%), FICA, state tax, and Medicare. See real take-home from a stay-pay agreement. Free.

Roth 401(k) vs Traditional 401(k) Calculator

Compare Roth 401(k) vs Traditional 401(k) on after-tax retirement income. Includes 2026 limits, employer match, and break-even tax rate. Free and private.

Schedule SE Self-Employment Tax Calculator 2026

Calculate your 2026 self-employment tax — 15.3% Social Security + Medicare on Schedule SE. Includes wage base, additional Medicare, half-deduction.

Short-Term Rental Tax Calculator (2026)

Calculate federal income tax, self-employment tax, and net rental profit on your short-term Airbnb or VRBO rental for 2026. Includes Schedule E vs C decision and material participation rules. Free.

Solar Tax Credit Calculator (30% Federal)

Calculate your 30% federal solar tax credit (Residential Clean Energy Credit) for 2026 installations. See your credit amount, carryforward, and net solar cost. Free.

Standard Mileage vs Actual Expense Calculator 2026

Compare 2026 IRS standard mileage rate vs actual expense method for vehicle deduction. Picks the winner — Schedule C, business use, Form 4562 depreciation.

Student Loan Interest Deduction Calculator 2026

Calculate your 2026 student loan interest deduction up to the $2,500 IRS cap. Free calculator with phase-out for MAGI between $80K-$95K (single) and $165K-$195K (MFJ).

Student Loan Tax Bomb Calculator

Calculate the federal tax bomb on income-driven repayment (IDR) student loan forgiveness after 20-25 years. ARPA exclusion expires Dec 2025; 2026+ forgiveness is taxable. Free.

Marginal vs Effective Tax Rate Calculator 2026

See your 2026 marginal AND effective federal tax rate side-by-side. IRS bracket-by-bracket breakdown, all filing statuses. Free, instant, private.

IRS Underpayment Penalty Calculator 2026

Calculate your IRS underpayment penalty for 2026. Check all three safe harbor rules and estimate your penalty instantly. Free, private, no signup required.

UTMA / UGMA Kiddie Tax Calculator

Calculate kiddie tax on UTMA, UGMA, and custodial account unearned income. See how much is taxed at child rate vs parent rate. Form 8615 thresholds for 2026.

SUTA Tax by State 2026 Employer Cost Calculator

Calculate free 2026 SUTA employer unemployment tax by state. Real wage bases for all 50 states, experience rating, FUTA combined. Private, no sign-up.

Nanny Tax Calculator 2026 (Household Employee Schedule H)

Calculate free 2026 nanny tax Schedule H Form 1040 liability. Employer FICA, FUTA, state SUTA, optional withholding. Private, IRS Pub 926 cited.

Bonus Tax Withholding 2026 Calculator (22% vs 37%)

Calculate free 2026 bonus tax withholding: 22% flat under $1M, 37% over. Compares aggregate vs flat method, state tax, take-home. Private, IRS Pub 15.

Final Paycheck Vacation Payout Law 2026 Calculator

Calculate free 2026 final paycheck and vacation payout by state law. Required PTO payout, payment deadline, late penalty. Private, state DOL cited.

Netherlands 30% Ruling Expat Tax 2026 Calculator

Calculate free 2026 Netherlands 30% ruling expat tax benefit, taxable salary, Box 1 income tax, and net pay. Private, no sign-up needed.

Canada EI Weeks Entitlement 2026 Chart Calculator

Look up free 2026 Canada EI weeks entitlement, weekly benefit, and total payout per Service Canada Schedule I. Private, no sign-up needed.

UK Emergency Tax Code Overpayment Refund 2026 Calculator

Calculate free 2026 UK emergency tax code overpayment vs correct cumulative code and your HMRC P800 refund path. Private, no sign-up needed.

Germany Soli Solidaritätszuschlag 2026 Calculator

Calculate free 2026 German Solidaritätszuschlag (Soli) 5.5% surcharge above the Freigrenze and gliding zone. Private, no sign-up needed.

Oregon Paid Leave PFML 2026 Calculator

Calculate free 2026 Oregon Paid Leave PFML contributions and weekly benefit by wages and employer size. Private, no sign-up needed.

Colorado FAMLI 2026 Contribution Calculator

Calculate free 2026 Colorado FAMLI paid family leave contributions and weekly benefit by wages and employer size. Private, no sign-up needed.

California SDI Calculator 2026

Calculate free 2026 California SDI 1.1% deduction, weekly disability benefit, and 8-week paid family leave payout. Private, runs in your browser.

NY PFL Calculator 2026

Calculate free 2026 New York PFL employee deduction (0.388%), max $399/week benefit, and 12-week leave payout. Private — runs in your browser.

Washington PFML Calculator 2026

Calculate free 2026 Washington PFML 0.92% premium split between employee and employer, plus weekly benefit up to $1,542. Private — runs in your browser.

Singapore CPF Calculator 2026

Calculate free Singapore CPF 2026 employee and employer contributions by age band, wage, and citizenship. Private, no sign-up. Cites CPF Board.

Australia MLS Calculator 2026

Calculate free Australia Medicare Levy Surcharge 2026 by income, family status, and private hospital cover. Private, no sign-up. Cites ATO.

Hong Kong MPF Calculator 2026

Calculate free Hong Kong MPF 2026 employee and employer contributions with floor and ceiling rules. Private, no sign-up needed. Cites MPFA.

Ireland USC Calculator 2026

Calculate free Ireland Universal Social Charge 2026 by gross income with 2026 bands and thresholds. Private, no sign-up. Cites Revenue.ie.

Ireland PRSI Calculator 2026

Calculate free Ireland PRSI 2026 employee and employer contributions by class A, S, H, or K. Private, no sign-up. Cites Dept of Social Protection.

Japan Income Tax Calculator 2026

Calculate free Japan income tax 2026 across 7 brackets plus 2.1% reconstruction surtax and 10% residence tax. Private, no sign-up. Cites NTA Japan.

1099-NEC vs 1099-K 2026 Threshold Comparison Calculator

Compare free 1099-NEC vs 1099-K 2026 thresholds — $600 NEC vs $2,500 K, double-reporting risk by payment source. Private, no sign-up.

Mega Backdoor Roth 401k 2026 Conversion Calculator

Calculate your free 2026 mega backdoor Roth 401k — employee deferral, employer match, after-tax bucket, max in-plan Roth conversion. 100% private.

Airbnb Host Schedule C vs Schedule E 2026 Decision Tool

Pick free Airbnb Schedule C vs E 2026 — substantial-services test, SE tax exposure, 7-day STR loophole interaction. Private, no sign-up needed.

AMT Private Activity Bonds 2026 Calculator

Calculate free 2026 AMT with private activity bond interest preferences. Compare regular tax vs tentative AMT under IRC §55-59. Private, no sign-up.

California AMT 2026 State Alternative Minimum Tax Calculator

Calculate free 2026 California AMT 7% with $93,719 single / $124,959 joint exemption. Compute CA Schedule P (540) preferences. Private, no sign-up.

California Capital Gains Tax 2026 State Rate Calculator

Calculate free 2026 California capital gains tax — federal 0/15/20%, CA state 1-13.3%, NIIT 3.8%, total effective rate. Private, no sign-up.

Canada US Tax Treaty 2026 Cross-Border Calculator

Calculate free Canada US tax treaty 2026 rates on dividends, pensions, RRSP withdrawals. Get Article XVIII deferral guidance. Private, no sign-up needed.

Cannabis §280E 2026 COGS vs Deduction Tax Calculator

Calculate free cannabis §280E 2026 federal tax — COGS vs disallowed operating expenses, effective rate vs non-280E. Private, no sign-up.

Cannabis Banking Fees vs Cash Only 2026 Cost Calculator

Estimate free 2026 cannabis banking fees vs cash-only costs — dispensary bank, armored car, vault, SAFE Banking Act updates. Private, no sign-up needed.

Cannabis §471(c) 2026 Inventory Method Tax Calculator

Calculate free cannabis §471(c) 2026 inventory election tax savings — under $31M gross receipts can shift OpEx into COGS. Private, no sign-up needed.

Cannabis License Cost By State 2026 Calculator

Estimate free 2026 cannabis license cost by state, type, size — app fees, surety bonds, social equity discounts. Private, no sign-up.

Charitable Lead Trust CLT 2026 Calculator

Calculate free charitable lead trust CLT 2026 deduction, family residual, and gift-tax savings under IRC §170 and §2522. Private, no sign-up needed.

CSRA Medicaid 2026 Community Spouse Resource Calculator

Calculate free 2026 CSRA, MMMNA $3,948 income, spend-down, and federal $157,920 cap for community spouse Medicaid. Private, no sign-up.

Connecticut State AMT 2026 Add-On Calculator

Calculate free 2026 Connecticut state AMT 7% with $24,000 exemption and high-earner recapture on Form CT-6251. Private, no sign-up needed.

Connecticut PFML Calculator 2026

Calculate free 2026 Connecticut Paid Leave employee contribution and max weekly benefit by gross wages. Private, no sign-up, no tracking.

Construction PCM vs CCM 2026 Calculator

Compare free construction PCM vs CCM 2026 revenue recognition. Test $31M small-contractor exception, IRC 460 cost-to-cost method. Private, no sign-up.

Davis-Bacon Prevailing Wage 2026 Payroll Calculator

Estimate free Davis-Bacon prevailing wage 2026 by trade and county. Get fringe add-on, WH-347 certified payroll, private penalty exposure. No sign-up.

Crypto Cost Basis FIFO vs HIFO vs Specific ID 2026 Comparison Calculator

Compare free crypto cost basis methods FIFO, LIFO, HIFO, Specific ID under Rev Proc 2024-28 wallet rule. Private, no sign-up needed in browser.

DeFi Yield Farming 2026 Tax Treatment Calculator

Estimate free 2026 DeFi yield farming tax — ordinary income on yields, LP swap events, governance token basis at zero. Private, no sign-up needed.

Crypto Staking Rewards 2026 Ordinary Income Tax Calculator

Calculate free 2026 crypto staking rewards ordinary income tax due, cost basis for future sale, and Rev Rul 2023-14 rules. Private in browser.

Crypto Tax Loss Harvesting 2026 Wash Sale Rule Calculator

Calculate free 2026 crypto tax loss harvesting savings, wash sale gap, and $3,000 ordinary income offset. Private, no sign-up needed in browser.

Delaware Paid Leave Calculator 2026

Calculate free 2026 Delaware Paid Leave employer and employee contribution by wages and headcount tier. Private, no sign-up, no tracking.

Denmark AM-bidrag Calculator 2026

Estimate free 2026 Denmark AM-bidrag labor market contribution, ATP and kommune/state tax bands by gross income. Private, no sign-up, runs in your browser.

Digital Nomad Tax Residency 2026 183-Day Calculator

Check free 2026 digital nomad tax residency by days in each country, US substantial presence test, and DTAA treaty tie-breaker. Private, no sign-up.

ADA Disabled Access Credit §44 Calculator 2026

Calculate the IRC Section 44 ADA Disabled Access Credit — 50% of $250-$10,250 range (max $5,000). Includes §190 barrier removal deduction up to $15,000 for small businesses.

Dual-Status Alien 2026 Tax Filing Calculator

Determine free 2026 dual-status alien filing — 1040 plus 1040-NR split, treaty MFJ option, lost standard deduction. Private, no sign-up needed.

Dynasty Trust State Comparison 2026

Compare free dynasty trust perpetuities rules state by state and project GST tax savings over generations under IRC §2631. Private, no sign-up needed.

Employee Meals 50% Deduction 2026 Restaurant Calculator

Calculate free 2026 employee meals 50% deduction under IRC §274(n) and §119 convenience-of-employer rule. Private, no sign-up, IRS Notice 2018-76.

ERC Clawback Amended Return 2026 Calculator

Estimate ERC clawback exposure for 2020/2021 claims. Compare IRS withdrawal program vs disallowance penalties + 5-year SOL extension through 2027/2028.

§25C Home Improvement Credit 2026 Calculator

Calculate free §25C Energy Efficient Home Improvement Credit for 2026 — 30% credit with $1,200 annual cap plus $2,000 heat pump bonus. Private, no sign-up.

Estate Admin Expense Deduction 2026 Form 1041 vs 706

Compare free 2026 estate administration expense deduction on Form 1041 vs Form 706 under IRC §642(g). Private, runs in your browser.

Etsy Seller Hobby vs Business Tax 2026 Calculator

Check if Etsy seller activity is hobby vs business free — 9-factor §183 test, SE tax 15.3%, post-TCJA hobby expense deduction rules. Private, no sign-up.

EV Credit Point-of-Sale vs Tax Return 2026 Calculator

Calculate free 2026 EV tax credit — point-of-sale dealer transfer vs tax return, with AGI cap, MSRP cap, and $7,500 / $3,750 eligibility. Private, no sign-up.

Exit Tax Expatriation 877A 2026 Mark-to-Market Calculator

Calculate free 2026 exit tax under IRC §877A by net worth, 5-year average tax, and unrealized gains. Private, no sign-up — Notice 2009-85 thresholds.

FTC vs FEIE Expat 2026 Comparison Calculator

Compare free 2026 Foreign Tax Credit vs FEIE strategies by foreign income, taxes paid, and US bracket. Private, no sign-up — IRC §911 and §901.

FEIE Housing Exclusion 2026 Overseas Rent Calculator

Calculate free 2026 FEIE housing exclusion and deduction by foreign rent, city tier, and days abroad. Private, no sign-up — IRC §911 city caps.

FICA Tip Credit §45B 2026 Savings Calculator

Calculate free 2026 FICA tip credit under IRC §45B — employer 7.65% refund on tips above $5.15/hr minimum. Private, no sign-up, Form 8846 ready.

GRAT Zeroed Out Calculator 2026

Calculate free zeroed-out GRAT annuity payout, post-term tax-free remainder to heirs, and Walton-method gift value. Private, no sign-up needed.

Grantor Trust Income Tax 2026 Calculator

Calculate free grantor trust 2026 income tax under IRC §671-679 deemed owner rules. Compare IDGT burn savings, private, no sign-up needed.

H-1B Substantial Presence Test 2026 Calculator

Calculate free H-1B substantial presence test 2026 — days formula, 183-day threshold, dual-status flag. Private, no sign-up, runs in browser.

HSA Family vs Individual 2026 Contribution Calculator

Calculate free 2026 HSA prorated contribution limits when switching self-only and family coverage. Private, last-month rule built-in, no sign-up.

HSA Medicare Enrollment 2026 Stop Contribution Calculator

Calculate free HSA contribution stop date for 2026 Medicare enrollment — 6-month retroactive rule, excess penalty risk. Private, no sign-up.

IDGT Installment Sale 2026 Calculator

Calculate free IDGT installment sale interest, estate freeze, and growth above AFR under Rev Rul 85-13 and IRC §1274. Private, no sign-up needed.

ABC Test Contractor 2026 Classification Calculator

Run free ABC test contractor 2026 classification by state (CA, MA, NJ, IL, more). Score 3-prong independence, get private risk verdict. No sign-up.

India US DTAA 2026 Tax Treaty Relief Calculator

Calculate free India US DTAA treaty rates by income type, residency, and Form 10F status. Get FTC and W-8BEN-E guidance. Private, no sign-up needed.

Inherited IRA 10-Year RMD 2026 SECURE Act Calculator

Estimate free 2026 inherited IRA 10-year RMD under SECURE Act and IRS Final Regs 2024. Private, no sign-up, runs in your browser.

ILIT Crummey Letter 2026 Calculator

Calculate free ILIT Crummey 2026 annual exclusion gifts, withdrawal periods, and 5-and-5 power lapse safe harbor. Private, no sign-up needed.

Israel Bituach Leumi Calculator 2026

Calculate free Israel Bituach Leumi 2026 deductions — employee, employer, and Mas Briut health tax. Private, no sign-up, runs in your browser.

ITIN vs SSN 2026 Child Tax Credit Calculator

Check free 2026 Child Tax Credit eligibility — ITIN vs SSN, $2,000 CTC, $500 Credit for Other Dependents, refundable portion. Private, no sign-up.

L-1 Visa 2026 Treaty Tie-Breaker Residency Calculator

Apply free OECD Model Article 4 tie-breaker for L-1 visa 2026 residency — permanent home, vital interests, habitual abode, nationality. No sign-up.

LLC to S-Corp Election Tax Savings 2026 Calculator

Calculate free 2026 S-Corp election tax savings vs LLC SE tax, setup cost break-even, and 15.3% saved on distributions. Private, no sign-up.

LPFSA vs HSA 2026 Comparison Calculator

Compare free LPFSA vs HSA 2026 tax savings — $3,300 LPFSA limit, dental/vision stacking, private. No sign-up, runs in your browser.

Luxembourg CNS Calculator 2026

Estimate free 2026 Luxembourg CNS social security: health, pension, dependency and accident contributions by gross salary. Private, no sign-up, runs in browser.

Maryland FAMLI Paid Leave Calculator

Calculate free 2026 Maryland FAMLI paid leave employer and employee contribution by wages and headcount. Private, no sign-up, no tracking.

Massachusetts Millionaires Tax 4% Surtax 2026 Calculator

Calculate free 2026 MA millionaires tax — 5% base rate + 4% surtax above $1,083,150 (inflation-adjusted). Federal interaction included. Private, no sign-up.

MA PFML Calculator 2026

Calculate free 2026 Massachusetts PFML contribution and max weekly benefit by wages and employer size. Private, no sign-up needed.

Medicaid Irrevocable Trust 2026 MIAPT 5-Year Calculator

Plan free 2026 Medicaid Irrevocable Asset Protection Trust funding, 5-year look-back timing, assets shielded, and trustee rules. Private, no sign-up.

Medicaid 5 Year Look Back Transfer Penalty Calculator 2026

Calculate free 2026 Medicaid 5-year look-back transfer penalty months, ineligibility end date, and 60-month review window. Private, no sign-up.

Miller Trust QIT Calculator 2026 Medicaid Income Cap

Calculate free 2026 Miller Trust / Qualified Income Trust (QIT) need, monthly funding, and state income cap rules for Medicaid. Private, no sign-up.

Minnesota Paid Leave Calculator

Calculate free 2026 Minnesota Paid Leave employer and employee contribution by gross wages and headcount. Private, no sign-up, no tracking.

Multi-State Contractor Payroll Tax 2026 Calculator

Estimate free multi-state contractor payroll tax 2026. Get withholding, reciprocity (PA/NJ, MD/DC, OH/IN), nexus thresholds. Private, no sign-up.

NJ Exit Tax Non-Resident Real Estate 2026 Calculator

Calculate free 2026 NJ exit tax for non-resident real estate sellers — 8.97% of gain or 2% of sale price withholding. Form GIT/REP-3. Private, no sign-up.

NJ TDB FLI Calculator 2026

Calculate free 2026 NJ TDB and FLI contributions and weekly benefits by wages. Private, no sign-up, runs in your browser.

New York Capital Gains Tax 2026 State Rate Calculator

Calculate free 2026 New York capital gains tax — federal 0/15/20%, NY state 4-10.9%, NYC 3.078-3.876% add-on, NIIT 3.8%. Private, no sign-up.

NIIT 3.8% Rental Income Passive Activity 2026 Calculator

Calculate free 3.8% NIIT on 2026 rental income. Check passive activity rules and real estate pro exception under IRC §1411. Private, no sign-up.

Norway Trygdeavgift Calculator 2026

Estimate free 2026 Norway trygdeavgift national insurance contributions by income, age and employment status. Private, no sign-up, runs in your browser.

Probate Fees by State 2026 Attorney Cost Calculator

Estimate free 2026 probate fees by state, including statutory attorney fees and small-estate thresholds. Private, no sign-up, runs in your browser.

QBI W-2 Wage Limit 2026 Calculator (Section 199A)

Compute free 2026 QBI deduction with W-2 wage limit, UBIA test, SSTB phase-out, and the 50% / 25%+2.5% choice. Private, no sign-up.

QPRT Mortality Calculator 2026

Calculate free QPRT gift discount, grantor mortality risk, and post-term rent obligations under IRC §2702. Private, no sign-up needed.

R&D Credit Startup Payroll Offset 2026 Calculator

Calculate Section 41 R&D tax credit + $500K startup payroll offset for 2026. Regular vs Alternative Simplified Credit, §174 5-year amortization, qualified research expense estimator.

Restaurant Revenue per Square Foot 2026 Benchmark Calculator

Benchmark free 2026 restaurant revenue per square foot by service type — QSR, fast-casual, casual, fine dining. Private, no sign-up, industry data.

RMD Aggregation Rule Multiple IRAs 2026 Calculator

Calculate free 2026 RMD across multiple IRAs and 401(k)s — IRA aggregation rule, per-account 401(k)/403(b), Uniform Lifetime Table. Private, no sign-up.

S-Corp Reasonable Salary 2026 by Industry Calculator

Estimate free S-Corp reasonable salary 2026 by industry using BLS OES medians, RCReports-style ranges, and IRS audit risk. Private, no sign-up.

Digital Products Sales Tax by State 2026 Calculator

Check free 2026 digital products sales tax by state — ebooks, music, software, streaming. 29 states tax digital goods, others exempt. Private, no sign-up.

Wayfair Economic Nexus 2026 Threshold Calculator by State

Check free 2026 Wayfair economic nexus threshold by state — sales $ and transaction count triggers, registration deadlines. Private, no sign-up.

Marketplace Facilitator Sales Tax 2026 Calculator

Check free 2026 marketplace facilitator sales tax — Amazon, Etsy, eBay, Shopify by state. Who collects, who you register with. Private, no sign-up.

SaaS Sales Tax by State 2026 — Taxable vs Exempt Calculator

Check free 2026 SaaS sales tax by state — taxable vs exempt, B2B vs B2C, estimated tax owed, exemption certificates. Private, no sign-up needed.

Section 121 Divorce Spouse Joint Filing 2026 Calculator

Calculate free §121 divorce 2026 exclusion — ex-spouse use credit, $500K joint vs $250K each, single filing impact. Private, no sign-up needed.

Section 121 Military Suspension Period 2026 Calculator

Estimate free §121 military suspension — extend the 5-year ownership/use test up to 10 years for service members. Private, no sign-up.

Section 121 Non-Qualified Use 2009 Allocation 2026 Calculator

Calculate free §121 non-qualified use allocation post-2009 — split qualifying vs non-qualifying gain, depreciation recapture. Private, no sign-up.

Section 121 Rental Conversion Non-Qualified Use 2026 Calculator

Estimate free §121 exclusion for rental converted to primary residence — non-qualified use proration plus depreciation recapture. Private, no sign-up.

Section 179 SUV 2026 Heavy Vehicle Deduction Calculator

Estimate free 2026 Section 179 SUV and pickup heavy vehicle deduction, $31,300 SUV cap, 40% bonus depreciation, and §179 $1.25M cap. Private, no sign-up.

Section 83(b) Election Deadline & Stock Vesting 2026 Tax Calculator

Calculate free 83(b) election tax now vs at vest, plus the 30-day filing deadline reminder. Estimate tax saved on restricted stock vesting. 100% private.

SECURE Act 2.0 Catch-Up Age 60-63 2026 Calculator

Calculate your free 2026 SECURE Act 2.0 enhanced catch-up contribution for ages 60-63 across 401k, 403b, and SIMPLE plans. Private, no sign-up.

Short Term Rental Loophole Tax 2026 Calculator (Section 469)

Test if your STR qualifies for the short term rental loophole tax break — free section 469 calculator with W2 deduction estimate. Private, no sign-up.

Solar Tax Credit Stacking 2026 Calculator (25D + State Rebate)

Calculate free 2026 solar tax credit stacking — federal §25D credit, state rebate, utility rebate, and net cost after all incentives. Private, no sign-up.

Solo 401k Mega Backdoor Roth 2026 After-Tax Calculator

Calculate your free 2026 Solo 401k mega backdoor Roth contributions — employee deferral, employer profit-share, and after-tax bucket. 100% private.

Spousal IRA Contribution 2026 Calculator

Calculate your free 2026 spousal IRA contribution for a non-working spouse, including MAGI phase-outs for Traditional and Roth IRA. 100% private.

Sweden Arbetsgivaravgift Calculator 2026

Estimate free 2026 Swedish arbetsgivaravgift employer social fee by salary and age band. Private, no sign-up, runs in your browser, no data shared.

Switzerland AHV Calculator 2026

Estimate free 2026 Switzerland AHV/IV/EO social security contributions by gross income and employment type. Private, no sign-up, runs in your browser.

Tip Pooling vs Tip Sharing FLSA 2026 Restaurant Calculator

Compare free 2026 tip pool vs tip share FLSA rules — traditional FOH-only vs expanded BOH pools under §3(m) and DOL 2021 Final Rule. Private, no sign-up.

Social Security Totalization Agreement 2026 Coverage Calculator

Check free which country covers your social security under a US totalization agreement. 30 countries, combined credits, certificate. Private, no sign-up.

Uber Driver Mileage Deduction 2026 vs Actual Expense Calculator

Compare Uber tax mileage deduction 2026 free — $0.70/mi standard rate vs actual expense method. Pick the winner and see tax savings. Private, no sign-up.

UK US Tax Treaty 2026 Relief Calculator

Calculate free UK US tax treaty 2026 relief by income type, residency, and pension status. Get savings clause and FTC guidance. Private, no sign-up needed.

Used EV Tax Credit $4,000 (§25E) 2026 Eligibility Calculator

Check free 2026 used EV tax credit eligibility — §25E gives 30% up to $4,000 with $25,000 sale price cap, AGI cap, model year rules. Private, no sign-up.

WOTC Target Group Calculator 2026

Calculate Work Opportunity Tax Credit by target group (veteran, SNAP, TANF, ex-felon, DCR). 25% or 40% credit rate, wage caps from $6K to $24K, Form 8850 deadline.

401(k) Age 50+ Catch-Up vs After-Tax Bucket 2026 Strategy Calculator

Plan free 401(k) age 50+ catch-up vs after-tax bucket 2026 stacking — $7,500 base, $11,250 enhanced 60-63, $70k total cap. Private, no sign-up needed.

Cohan Rule Deduction 2026 Substantiation Calculator

Estimate free 2026 Cohan rule allowable business deduction by evidence score and category. Flags §274(d) strict T&E rules. Private, no sign-up.

457(b) vs 403(b) 2026 Public Employee Comparison Calculator

Compare free governmental 457(b) vs 403(b) 2026 for public employees — double-limit, no penalty rule, Roth, Final 3-year catch-up. Private, no sign-up.

Innocent Spouse Relief 2026 Form 8857 Calculator

Check free 2026 innocent spouse relief eligibility under IRC §6015(b), (c), (f). Form 8857 2-year window, equitable factors. Private, no sign-up.

Portugal IRS Calculator 2026 — Income Tax Bracket Tool

Calculate free Portugal IRS 2026 with 9 brackets 13-48%, NHR flat 20%, and family quotient. Private, no sign-up needed, works offline.

South Korea Pension Calculator 2026

Calculate free South Korea 2026 National Pension, Health Insurance, Long-term Care & Employment Insurance from monthly KRW salary. Private.

Spain IRPF Calculator 2026 — Income Tax Bracket Tool

Calculate free Spain IRPF 2026 by region (Madrid, Catalonia, Andalucia, Valencia, Basque). State + autonomous brackets, private, no sign-up.

Taiwan Labor Pension Calculator 2026

Calculate free Taiwan 2026 Labor Pension, Labor Insurance, and NHI contributions for employee and employer from monthly TWD salary. Private, no sign-up.

65 Day Rule Trust 2026 Form 1041 Distribution Calculator

Calculate §663(b) 65-day rule savings. Distribute by March 6, 2027 to shift 2026 trust income from 37% bracket to beneficiary

Abandonment Loss vs 1099-C 2026 Tax Calculator

Free 2026 calculator: §165 abandonment loss vs §1001 foreclosure sale, plus §108 COD income exclusions (insolvency, bankruptcy, principal residence).

Aircraft Bonus Depreciation 2026 Calculator

Calculate 2026 aircraft bonus depreciation under IRC §168(k) — 40% phase-down, §280F 50% business use minimum, charter rules. Free, private, no sign-up.

Conservation Easement Deduction 2026 Tax Calculator

Free 2026 conservation easement deduction calculator. IRC §170(h) 50% AGI cap, 100% farmer cap, 15-yr carryforward, §170(f)(13) 2.5x basis bar.

Farm Income Averaging Schedule J 2026 Calculator

Free 2026 Schedule J farm income averaging calculator. Compare current-year tax vs §1301 election spreading farm income to prior 3 base years.

Locum Tenens Physician 1099 Tax Deduction Calculator 2026

Free 2026 locum tenens tax deduction calculator for 1099 physicians. SE tax 15.3%, travel, lodging, malpractice, CME, plus 199A QBI 20%.

Ohio Municipal Income Tax 2026 (RITA/CCA) Calculator

Calculate free 2026 Ohio municipal income tax by residence and work city, with work-city credit, RITA vs CCA jurisdiction, and 20-day remote-work rule.

PA Local EIT 2026 Calculator (Act 32 + LST)

Calculate free 2026 Pennsylvania local Earned Income Tax by residence and work municipality. Act 32 highest-rate rule, LST $52 cap, school district split.

Physician Professional Corporation (PC) Double Tax 2026 Calculator

Free 2026 physician PC double tax calculator. 21% corp tax on retained earnings, FICA + income tax on salary, plus §531 accumulated earnings tax.

Section 1244 Stock Loss Ordinary 2026 Calculator

Free §1244 small business stock loss calculator — $50K single / $100K joint ordinary loss vs capital, qualifying small business test, 2026 IRS rules.

Trust Tax Bracket 2026 Compressed vs Individual Calculator

Compare 2026 compressed trust tax brackets vs individual brackets. Free calculator shows 37% bracket at $15,200, savings from beneficiary distribution.

Yacht Charter Business 2026 Tax Deduction Calculator

Calculate 2026 yacht charter tax deductions under IRC §280A 14-day/10% rule, §183 hobby loss risk, depreciation, prorated expenses. Free, private.

1099-K Reporting Threshold Calculator

Check if your PayPal, Venmo, Cash App, eBay, Etsy income triggers 1099-K reporting. 2026 threshold: $5,000+ (transition year). Hobby vs business reporting.

1099-MISC vs 1099-NEC Classification 2027 Calculator

1099-MISC vs 1099-NEC 2027 classifier. Service vs rent/prizes/royalties. Penalty $310/form. Free.

1099 Tax Calculator 2026

Estimate federal taxes owed on 1099 contractor income for 2026. Includes self-employment tax (15.3%), federal income tax, and quarterly estimated payment schedule. Free, instant.

199A SSTB 2027 Phaseout Calculator

Calculate the 2027 QBI deduction phaseout for SSTB owners — doctors, lawyers, consultants, financial advisors. Free, private.

2026 State Tax Effective Rate Comparison

Compare effective state tax rates for 2026: income tax, property tax, sales tax across all 50 states for relocation decisions. Free state tax tool. Private.

Additional Child Tax Credit 2027 Refundable Calculator

Calculate the 2027 refundable Additional Child Tax Credit on Schedule 8812. Free — earned income formula, up to $1,700 per child.

2027 AMT Alternative Minimum Tax Calculator

Calculate your 2027 Alternative Minimum Tax free using IRS Form 6251 logic. Exemption $88,100 single / $137,000 MFJ. Private — browser only.

Cash Balance Plan Tax Savings 2027 Calculator

Calculate your 2027 Cash Balance Plan tax savings. Free hybrid pension allows $100K-$300K+ tax-deductible contributions for self-employed.

Charitable Deduction 2027 60% AGI Cap Calculator

Calculate your 2027 charitable deduction with 60% AGI cash limit, 30% appreciated property cap, 5-year carryforward. Free Schedule A.

Charitable Stock Donation vs Cash 2027 Calculator

Compare donating appreciated stock vs cash to charity in 2027. Free — quantifies the capital gains savings on top of the regular charitable deduction.

Defined Benefit Plan Self-Employed 2027 Contribution Calculator

Calculate your 2027 maximum Defined Benefit Plan contribution as a self-employed professional. Free actuarial projection for high earners 50+.

Donor-Advised Fund Bunching Strategy 2027 Calculator

Calculate 2027 tax savings from bunching multiple years of charitable giving into one DAF contribution. Free itemize vs standard analyzer.

EITC 2027 Three Kids Calculator

Calculate your max 2027 Earned Income Tax Credit with 3+ qualifying children. Free EITC estimator using projected IRS phase-in and phase-out rates.

ISO vs NSO Stock Option Tax 2027 Comparison Calculator

Compare 2027 tax on ISO vs NSO stock option exercise and sale. Free, private — quantifies AMT and ordinary income trade-offs at exit.

Mortgage Points Deduction Amortization 2027 Calculator

Calculate your 2027 mortgage points deduction — immediate vs amortized over loan life. Free Schedule A interest deduction for new and refi loans.

PTE Pass-Through Entity Tax 2027 SALT Cap Workaround Calculator

Calculate 2027 SALT cap savings from electing your state's Pass-Through Entity Tax (PTET). Free — quantifies federal deduction on state taxes.

QBI Section 199A 2027 Permanent Deduction Calculator

Calculate your 2027 QBI Section 199A 20% pass-through deduction (now permanent under OBBB). Free Form 8995 estimator — private, instant, no signup.

QBI vs C-Corp Conversion After-Tax 2027 Calculator

Compare pass-through QBI deduction vs C-corp conversion after-tax dollars for 2027. Free — entity choice analyzer with corporate tax and dividend math.

QCD 2027 Qualified Charitable Distribution Calculator

Calculate 2027 Qualified Charitable Distribution tax savings — direct IRA-to-charity transfers up to $108,000 satisfy RMD without taxable income.

Saver's Credit 2027 Income Phaseout Calculator

Calculate your 2027 Saver's Credit (Retirement Savings Contributions Credit) with full income phaseout brackets. Free Form 8880 — private, instant.

Section 83(b) Election Tax Savings 2027 Calculator

Calculate the 2027 tax savings from filing a Section 83(b) election on restricted stock or founder equity. Free — ordinary vs LTCG math.

Self-Employment Tax 2027 Quarterly Estimate Calculator

Calculate 2027 self-employment tax (15.3% combined Social Security + Medicare) and quarterly estimated payments. Free — freelancers, gig workers.

SEP IRA vs Solo 401(k) 2027 Comparison Calculator

Compare 2027 SEP IRA vs Solo 401(k) contribution limits and tax savings for self-employed workers. Free — pick the better plan.

Solo 401(k) Contribution Limit 2027 Self-Employed Calculator

Calculate your 2027 max Solo 401(k) contribution as self-employed. Free — employee deferral + employer profit-share, catch-up at 50+.

Student Loan Interest Deduction 2027 $2,500 Cap Calculator

Calculate your 2027 above-the-line student loan interest deduction up to $2,500 with MAGI phaseout brackets. Free, private, instant — no signup.

83(b) Election Calculator

Calculate 83(b) election tax impact free. Early-exercise vs vest-based tax. Startup founder/employee. Private.

ACA Premium Subsidy Cliff 2028 Extension Calculator

Project ACA premium tax credit eligibility for 2028 — currently no income cliff (post-IRA 2022 extension expires 2025). Compare cliff vs no-cliff outcomes for 2028.

Additional Medicare + NIIT Stacking Calculator

Calculate combined Additional Medicare Tax (0.9%) + NIIT (3.8%) for high-income filers. See total federal surcharge. Free, instant.

Additional Medicare Tax Calculator (0.9%)

Calculate the 0.9% Additional Medicare Tax on wages and self-employment income above $200K single / $250K MFJ. Includes 8959 worksheet flow. Free, instant.

AGI Bracket Shift Planner

Find AGI moves that drop you into a lower tax bracket: HSA, 401k, IRA, FSA, business expense — model dollar-for-dollar bracket impact.

AMT 2026 Calculator

Calculate Alternative Minimum Tax 2026 free. AMT exemption $88,100 single. AMT rate 26-28%. Private.

AMT Alternative Minimum Tax 2027

Calculate 2027 Alternative Minimum Tax (AMT) — parallel tax system; OBBB extended TCJA AMT thresholds. Most middle-class avoid; high earners hit.

AMT Credit Carryforward 2027 Calculator

Calculate your 2027 AMT minimum tax credit carryforward from prior-year AMT. Free Form 8801 estimator. Private, instant, no signup, no email.

Backdoor Roth Pro-Rata Rule Calculator

Calculate pro-rata tax owed on backdoor Roth conversion when you have pre-tax IRA balances. IRS Form 8606. Free, private.

Backdoor Roth IRA Tax Calculator

Calculate exact tax cost of a Backdoor Roth IRA conversion. Includes pro-rata rule with existing traditional IRA balances. Free, instant — 2026 limits.

Bonus Tax 2026 Effective Rate Calculator

Calculate the exact tax on your 2026 bonus: 22% federal flat rate vs aggregate method, plus state tax and FICA. See your true take-home bonus amount. Free.

Capital Gains Loss Harvesting Calculator

Calculate tax-loss harvesting savings free. Offset gains, $3K ordinary deduction, wash sale risk. Private.

Capital Gain Harvest vs Loss Harvest Calculator

Calculate tax savings from capital gain harvesting or tax-loss harvesting. Shows LT cap gain brackets (0/15/20%), net offsets, and tax saved. Free and private.

Capital Gains Tax Calculator 2026

Calculate federal capital gains tax for 2026 on stocks, real estate, and crypto. Includes short-term, long-term rates, and 3.8% NIIT for high earners. Free, instant.

Capital Gains vs Ordinary Income Tax Calculator 2027

Compare 2027 long-term capital gains (0/15/20%) vs ordinary income brackets (10-37%) — see tax savings on stock sales, real estate, Roth conversion timing.

Charitable Bunching Strategy 2027 Calculator

Calculate tax savings from charitable bunching 2027 — combine 2 years of giving into single tax year. Itemize one year, standard next. Beats annual giving.

Child Tax Credit 2027 — Refundable vs Non-Refundable Split

Split your 2027 Child Tax Credit between refundable (ACTC, $1,700) and non-refundable ($2,000) under OBBB. Phase-out and earned income test. Free, private.

Cost Segregation Bonus Depreciation Calculator 2026

Calculate cost segregation tax savings: accelerate depreciation 30-40% via 5/7/15-year reclass + bonus depreciation. Free 2026 real estate tool. Private.

Cost Segregation Study

Calculate cost segregation study ROI — reclassify property components to shorter MACRS lives, accelerate bonus depreciation.

Dependent Care FSA Tax Savings Calculator

Calculate tax savings from Dependent Care FSA contributions 2026. $5,000 max ($2,500 MFS). Free, instant — covers daycare, preschool, after-school care.

2026 Dependent Tax Credit Comparison Calculator

Compare 2026 Child Tax Credit, Credit for Other Dependents, and Child & Dependent Care Credit. Phase-outs and post-OBBB rules. Free, instant.

Bonus Depreciation vs Section 179 2027

Compare bonus depreciation (60% in 2026, 40% in 2027) vs Section 179 ($1.16M cap 2027) — both accelerate write-off of business assets.

MACRS Depreciation Calculator

Calculate annual MACRS depreciation for business equipment, vehicles, and real estate. Includes Section 179 and bonus depreciation for 2026. Free, instant.

Section 1245 vs 1250 Depreciation Recapture Comparison

Compare Section 1245 (personal property) vs Section 1250 (real property) depreciation recapture on asset sales. 25% unrecaptured 1250 cap. Free, private.

Depreciation Recapture Section 1250 Calculator 2026

Calculate Section 1250 depreciation recapture on real estate sale: 25% rate on prior depreciation. Free 2026 capital gains tax tool. Private.

Rental Property Depreciation Recapture Calculator

Calculate total tax on rental property sale — Section 1250 depreciation recapture at 25%, Section 1231 LTCG, NIIT, state tax. Free.

Earned Income Tax Credit (EITC) Calculator

Calculate your 2026 EITC (Earned Income Tax Credit) — refundable credit up to $8,046 for low/moderate income working families. Free, instant.

Education Tax Credit Calculator (AOTC vs LLC)

Compare American Opportunity Tax Credit (AOTC, up to $2,500) vs Lifetime Learning Credit (LLC, up to $2,000). Includes income phase-out and refundability. Free, instant.

Earned Income Tax Credit (EITC) 2027 Calculator

Calculate your 2027 Earned Income Tax Credit (EITC) by family size and filing status. Shows max credit, phase-in, plateau and phase-out. Free, private.

ESPP Discount Tax Calculator

Calculate ESPP discount tax free. Qualifying vs disqualifying disposition. 15% discount + look-back. Private.

Estate Tax $15M Exemption Calculator 2026

Calculate federal estate tax under the OBBB $15M exemption for 2026. Shows taxable estate, 40% rate, and tax owed. OBBB prevents the $7M sunset. Free, private.

Estate Tax Portability 2026 Calculator

Calculate Deceased Spousal Unused Exemption (DSUE) portability. 2026 \$15M federal estate exemption per spouse. Free.

Estate Tax Portability DSUE 2026

Calculate estate tax with portability (DSUE) — surviving spouse inherits unused exclusion from first spouse to die. OBBB extended $15M individual exclusion for 2026.

Estimated Tax Safe-Harbor 2027 Calculator

Calculate estimated tax safe-harbor 2027 — 100% of prior year tax (110% if AGI > $150k) or 90% of current year. Avoid underpayment penalty.

EV Tax Credit Calculator (Section 30D)

Check if you qualify for the federal EV tax credit up to $7,500 under Section 30D. Includes income limits, MSRP caps, battery sourcing rules for 2026. Free, instant.

Expat Totalization Agreement Savings Calculator

Calculate Social Security double-tax savings under US totalization agreements. See how much self-employed expats save by avoiding dual SE and host country taxes. Free.

Foreign Earned Income Exclusion (FEIE) 2026 Calculator

Calculate FEIE for 2026. $130,000 exclusion limit, bona fide residence test, physical presence test. Form 2555. Free, private.

Foreign Earned Income Exclusion Calculator

Calculate the 2026 FEIE — $126,500 exclusion on foreign earned income. Includes housing exclusion, physical presence vs bona fide residence test.

Foreign Tax Credit (Form 1116) Calculator

Calculate U.S. Foreign Tax Credit (FTC) on Form 1116. Credit limitation, carryback/carryforward, passive vs general basket. Free 2026 tool.

Foreign Tax Credit 2027 Calculator (Form 1116)

Calculate your 2027 Foreign Tax Credit (Form 1116) — apply the FTC limit by category to foreign-source income. Avoid double taxation. Free, private.

Foreign Tax Credit Form 1116

Calculate Foreign Tax Credit (FTC) on Form 1116 — claim credit for income tax paid to foreign country, dollar-for-dollar against US tax.

Foreign Tax Credit vs Deduction 2027 Calculator

Compare Foreign Tax Credit vs Foreign Tax Deduction 2027 — credit reduces tax dollar-for-dollar (better). Deduction reduces taxable income only.

Form 8606 Roth IRA Basis Tracker

Track basis for non-deductible IRA contributions and backdoor Roth conversions: Form 8606 calculation, pro-rata rule, tax-free Roth conversion. Private.

Freelance Quarterly Estimated Tax Calculator 2026

Calculate freelance quarterly estimated tax payments for 2026. SE tax 15.3%, safe harbor rules, and federal income tax by quarter. Free, private, instant.

FSA Contribution Limit 2026

Calculate FSA contribution limit 2026. Health FSA $3,300, dependent care $5,000. Use-or-lose rules. Private.

FUTA SUTA Employer Tax Calculator

Calculate FUTA federal + SUTA state unemployment tax free. Employer-only payroll tax. By state. Private.

GILTI Tax Calculator

Calculate Global Intangible Low-Taxed Income (GILTI) tax under IRC §951A. Effective rate, Section 250 deduction, foreign tax credit. Free.

GILTI Foreign Income 2027

Calculate Global Intangible Low-Taxed Income (GILTI) tax — 10.5% effective rate for US corporations with controlled foreign corporations.

Grantor vs Non-Grantor Trust Calculator

Compare grantor trust vs non-grantor trust tax treatment 2026. Compressed trust brackets, who pays tax, estate freeze strategies.

Home Office Deduction Calculator

Compare IRS simplified ($5/sq ft up to 300 sq ft) vs actual expense home office deductions. Free 2026 calculator for self-employed and 1099 contractors.

HSA Tax Savings Calculator

Calculate tax savings from HSA contributions 2026. $4,300 individual / $8,550 family limits. Triple tax-advantaged. Free, instant.

HSA Contribution Limit Calculator 2026

Calculate HSA contribution limit 2026 free. $4,300 self / $8,550 family + $1,000 catch-up at 55. Private.

HSA Triple Tax Advantage Calculator

Calculate HSA triple tax advantage free. Pre-tax contribution + tax-free growth + tax-free withdrawal. Private.

Inheritance Tax vs Estate Tax

Compare inheritance tax vs estate tax 2026 — federal estate vs state inheritance. OBBB extended $15M exemption per person.

Inherited IRA RMD Calculator

Calculate inherited IRA RMD free. 10-year rule, eligible designated beneficiary, SECURE 2.0. Private.

Inherited IRA SECURE Act 2.0 RMD Calculator 2027

Calculate inherited IRA 10-year withdrawal: SECURE Act 2.0 RMD, tax projection, eligible designated beneficiary. Free 2027 estate tool. Private.

Installment Sale Method

Calculate installment sale tax — spread gain recognition over payment years, reduce single-year tax hit.

Itemize vs Standard Deduction Calculator 2027

Compare itemizing (Schedule A) vs taking standard deduction 2027 — $14,600 single / $29,200 joint. Itemize wins for high-mortgage, high-SALT, big-charity filers.

1031 Tax-Deferred Gain Calculator

Calculate Section 1031 like-kind exchange deferred gain — defer all capital gain when exchanging investment property.

Like-Kind Exchange 1031 Real Estate Only 2027 Calculator

Like-kind exchange 2027: post-TCJA limited to REAL ESTATE only. No personal property (machines, art, crypto). Deferral of capital gains via ... Free.

Long-Term Capital Gains Bracket Calculator 2026

Calculate 2026 federal long-term capital gains tax: 0%, 15%, 20% brackets, NIIT 3.8%, state add-on. Free tool. Private.

Medicare Additional 0.9% Tax 2027 Calculator

Calculate your 2027 Additional Medicare Tax (0.9%) on wages and self-employment income over $200K single / $250K MFJ. Free, private — Form 8959 logic.

US Medicare IRMAA 2028 Bracket Projection Calculator

Project 2028 Medicare IRMAA brackets (Part B + D surcharges) using 2026 MAGI two-year lookback. Estimate Part B+D premiums + IRMAA tier impact.

Medicare IRMAA Calculator

Calculate Medicare Part B + Part D IRMAA (Income-Related Monthly Adjustment Amount) surcharge for high earners based on MAGI.

Medicare IRMAA Brackets 2027 Calculator

Calculate your Medicare IRMAA surcharge for 2026 and 2027. Shows Part B and Part D surcharges by income tier with 2-year MAGI lookback. Free, private, instant.

Mega Backdoor Roth Calculator

Calculate Mega Backdoor Roth contribution capacity via after-tax 401k. Up to $46K extra per year for 2026 ($70K total 401k limit). Free, instant.

Net Investment Income Tax (NIIT) 2026 Calculator

Calculate 3.8% Net Investment Income Tax for 2026. MAGI thresholds, capital gains, dividends, rental income. Free IRS-compliant. Private.

Net Investment Income Tax (NIIT) 2027 Calculator

Calculate the 3.8% Net Investment Income Tax (NIIT) for 2027 — applies to MAGI over $200k single / $250k MFJ. Form 8960 walkthrough. Free, private.

Net Investment Income Tax (NIIT) Calculator

Calculate the 3.8% Net Investment Income Tax for 2026 — applies to investment income above $200K single / $250K MFJ AGI. Free, instant.

NIIT 3.8% Net Investment Income Tax Calculator

Calculate the 3.8% Net Investment Income Tax (NIIT): threshold by filing status, investment income types, MAGI calculation. Free IRS Form 8960 calculator. Private.

NIIT Real Estate Professional Exception 2027 Calculator

Calculate 2027 NIIT savings if you qualify as a Real Estate Professional. Free — 3.8% Net Investment Income Tax exemption math for rentals. Private.

OASDI Tax Calculator

Calculate OASDI Social Security tax free. 2026 wage base $176,100. Employee/employer split. Self-employed. Private.

OBBB 2026 vs 2025 Tax Comparison

Compare your federal tax under TCJA 2025 vs OBBB-extended 2026 rules. See how P.L. 119-21 (signed July 4, 2025) affects your bracket, deductions, and credits.

OBBB Estate Tax Exemption 2026 Calculator

Calculate federal estate tax under OBBB 2026 — $15M per individual / $30M per couple exemption made permanent. Free, private, no sign-up.

Bonus Depreciation 2026 & 2027 Calculator

Calculate 100% bonus depreciation for assets placed in service in 2026 and 2027 — restored permanently under OBBB. Compare to MACRS without bonus. Free, private.

OBBB vs TCJA 2026 Tax Bracket Comparison

Compare OBBB permanent 2026 tax brackets (P.L. 119-21) against pre-TCJA rates. See your tax savings from OBBB making TCJA permanent. Free, private, instant.

OBBB vs TCJA Tax Rate Comparison Calculator

Compare 2026 federal tax under OBBB (current law) vs old TCJA pre-OBBB. Bracket changes, deduction differences, and net impact. Free.

Opportunity Zone Tax Deferral Calculator 2026

Calculate deferred capital gains tax, basis step-up, and new gain exclusion from Opportunity Zone investments under IRC §1400Z-2. Free, private, instant — no signup.

Passive Activity Loss (PAL)

Calculate passive activity loss limitations — rental property losses limited to passive income; carryover until disposition.

ACA Premium Tax Credit 2027 — Subsidy Cliff Calculator

Estimate your 2027 ACA Premium Tax Credit, applicable percentage by FPL, and the 400% subsidy cliff (returning post-IRA 2025). Free, private.

Premium Tax Credit (ACA) Calculator

Calculate Affordable Care Act Premium Tax Credit (PTC) subsidy: household income, FPL, second-lowest silver plan. Free ACA subsidy calculator. Private.

PTIN vs CPA Tax Preparation Cost 2027 Calculator

PTIN preparer vs CPA tax prep cost 2027. Form 1040, schedules, business return. Free comparison.

QBI Passive vs Active 2027

Calculate Section 199A QBI deduction for passive vs active business income 2027. Material participation rules.

QBI Pass-Through Deduction Calculator 2026

Calculate Section 199A QBI deduction: 20% pass-through, SSTB phaseout, wage limit. Free 2026 small business tax tool. Private.

QBI Real Estate Safe Harbor Eligibility

Check if your rental real estate qualifies for the IRS Section 199A QBI safe harbor (Notice 2019-7) — 250-hour activity test, separate books, contemporaneous logs.

§199A QBI Aggregation Calculator

Calculate Section 199A aggregation benefit: combine multiple businesses to maximize QBI deduction. Free 2026 tax tool. Private.

QBI Section 199A Deduction 2027 Calculator

Calculate Qualified Business Income (QBI) Section 199A deduction 2027 — 20% deduction on pass-through business income. Income phase-outs apply.

QBI Section 199A Deduction Calculator 2026

Calculate your 20% QBI Section 199A pass-through deduction for 2026. Handles SSTB phaseout, W-2 wage limits, and taxable income thresholds. Free, private, instant.

QBI Wages and Property Limit 2027 Calculator

Calculate the 2027 Section 199A W-2 wages and UBIA property limit on your QBI deduction. Free — non-SSTB pass-through owners above the threshold.

QCD Qualified Charitable Distribution 2027

Calculate QCD 2027 — IRA owners 70½+ can donate up to $108k directly to charity tax-free. Counts toward RMD. Better than charitable deduction.

Qualified Business Income QBI 199A 2026 Calculator

Calculate Section 199A Qualified Business Income deduction 2026. 20% pass-through deduction for sole props, LLCs, S-corps. Free.

QBI Pass-Through Calculator 2026 — Section 199A Deduction

Calculate your 2026 QBI deduction (Section 199A) for pass-through businesses. 20% deduction, phase-out thresholds $241,950 single / $483,900 MFJ, SSTB rules.

Qualified Charitable Distribution (QCD) 2026 Calculator

Calculate Qualified Charitable Distribution savings: IRA-to-charity direct transfer, $108K cap 2026, NIIT and IRMAA avoidance. Free tool. Private.

Qualified Dividend vs Ordinary Tax

Calculate tax difference between qualified dividends (0/15/20%) and ordinary dividends (24-37% ordinary income).

Quarterly 1040-ES Estimated Payment Calculator 2027

Calculate 2027 quarterly estimated tax (1040-ES) payments — required if you owe $1k+. Safe-harbor 100%/110% prior year rule for self-employed and side hustlers.

Quarterly Estimated Tax Calculator (Form 1040-ES)

Calculate quarterly estimated tax payments to the IRS for self-employed, gig workers, and 1099 contractors using safe-harbor rules. Avoid underpayment penalty. Free, instant.

Quarterly Estimated Tax Safe Harbor Calculator

Calculate IRS quarterly estimated tax payments using safe-harbor rules (100/110% of prior year, or 90% of current). 2026 deadlines April 15, June 15, Sep 15, Jan 15.

Quarterly Self-Employment Tax 2026

Calculate quarterly self-employment tax payment 2026 — 15.3% SE tax + federal estimated income tax due each quarter.

R&D Tax Credit Software Startups 2027

Calculate R&D tax credit 2027 — Section 41 credit for software dev, R&D expenses. Up to $500k offset payroll tax for small startups. 2022 capitalization rule.

R&D §174 Amortization Calculator 2026

Calculate R&D expenditure amortization under §174: 5-year domestic, 15-year foreign. OBBB partial reversal awareness. Free 2026 tax tool. Private.

RMD Required Minimum Distribution 2027 Calculator

Calculate IRS Required Minimum Distribution (RMD) 2027 — start age 73 (SECURE 2.0). 50% penalty on missed. Uniform Lifetime Table divisor.

Residential Clean Energy Credit Calculator

Calculate 30% federal tax credit for solar panels, battery storage, geothermal, and wind installed on your home. Section 25D — through 2032. Free, instant.

RMD Required Minimum Distribution

Calculate 2026 IRA RMD using IRS Uniform Lifetime Table. SECURE Act 2.0 RMD age 73 (born 1951-1959) or 75 (1960+). Avoid 25% penalty.

Roth Conversion Calculator

Calculate tax cost of converting traditional IRA to Roth IRA in 2026. Compare paying tax now vs later — pre-retirement window strategy.

RSU Tax Impact Calculator

Estimate RSU tax impact free. Ordinary income at vest, AMT, capital gains on sale. Multi-state. Private.

SALT Cap 2027 Calculator — OBBB $40K Limit Tracker

Calculate your SALT deduction under OBBB 2027 — $40K cap (phased to $10K above $500K AGI). Compare to old $10K cap savings. Free, private.

Saver's Credit 2026 Calculator

Calculate the 2026 Saver's Credit (Retirement Savings Contributions Credit): 10/20/50% credit on retirement contributions for low-to-moderate income. Private.

Saver's Credit 401(k)/IRA 2026

Calculate Saver's Credit for 401(k) and IRA contributions 2026. Up to 50% credit on $2K (single)/$4K (MFJ) of retirement contributions.

Saver's Tax Credit 2027 Calculator

Calculate your 2027 Saver's Credit (Retirement Savings Contributions Credit) — 50%, 20%, or 10% of up to $2,000 contributed to IRA/401k. Free, private.

Saver's Tax Credit Calculator

Calculate your federal Saver's Tax Credit (Retirement Savings Contributions Credit) up to $1,000 single / $2,000 MFJ based on AGI and retirement contributions. 2026 limits.

Saver's Credit 2026 Calculator

Calculate Saver's Credit (Retirement Savings Contribution Credit): 10/20/50% of $2,000 contribution based on income. Free 2026 calculator. Private.

Schedule H Household Employment Tax

Calculate household employment tax (Schedule H) — Social Security, Medicare, FUTA owed when paying domestic workers $2,800+/year (2026).

Section 179 Vehicle Deduction Calculator 2026

Calculate Section 179 deduction on business vehicle 2026: luxury auto cap, 6000lb SUV rule, GVWR check. Free tax tool. Private.

Section 1031 Boot Tax Calculator

Calculate taxable boot in a Section 1031 exchange — cash boot, mortgage boot, debt relief. Includes depreciation recapture and capital gains math.

1031 Exchange Deadline

Track Section 1031 like-kind exchange 45/180-day deadlines — identify replacement property, close within strict timeline.

Section 1031 Related Party Anti-Abuse Calculator

Calculate Section 1031 related-party exchange anti-abuse risk: 2-year holding requirement, basis swap, deferred gain trigger. Free 2026 tool. Private.

Section 1202 QSBS Exclusion

Calculate Section 1202 Qualified Small Business Stock (QSBS) tax exclusion — up to 100% of gain excluded ($10M cap or 10x basis).

Section 121 Home Sale Exclusion Calculator

Calculate Section 121 home sale exclusion — $250K single / $500K MFJ. Prorated exclusion for early move (job, health, unforeseen). Free.

Section 179 vs Bonus Depreciation

Compare IRC 179 expensing vs bonus depreciation 2027 — both immediate deduction, different rules. 179 caps; bonus phases down.

Section 179 vs Bonus Depreciation Comparison 2026

Compare Section 179 expensing vs 100% bonus depreciation (OBBB made permanent) on business asset purchases. Free 2026 tax tool. Private.

Section 179 vs Bonus Depreciation Comparison

Compare Section 179 expensing ($1.22M limit) vs 100% bonus depreciation (OBBB restored) for business equipment. 2027 tax planning tool. Free.

Section 199A QBI Deduction Calculator

Calculate Section 199A QBI deduction free. 20% pass-through deduction. SSTB phase-out 2026 thresholds. Private.

Section 83(b) Election Calculator 2027

Calculate Section 83(b) election tax savings 2027 — pay tax now on low-value restricted stock. Future appreciation = LTCG. 30-day deadline.

Self-Employed Health Insurance Deduction

Calculate self-employed health insurance deduction (Schedule 1 line 17). Above-the-line for premiums, including LTC and Medicare.

SEPP 72(t) Calculator

Calculate Substantially Equal Periodic Payments (SEPP) for penalty-free early IRA withdrawal under 72(t). Free SEPP calculator with all 3 methods. Private.

Social Security Tax Calculator 2026

Calculate Social Security tax 2026: 6.2% employee + 6.2% employer on wages up to $176,100 wage base. Free 2026 payroll tool. Private.

Social Security Taxable Benefits 2027 Calculator

Calculate how much of your 2027 Social Security benefits is federally taxable — 0%, 50%, or 85% — based on provisional income thresholds. Free, private.

Social Security Tax on Benefits 2026

Calculate how much of your Social Security benefit is taxable — up to 85% based on combined income (IRC Section 86).

State Tax vs Federal Tax Bracket Comparison 2027

Compare your effective state + federal combined tax bracket for 2027 across all 50 states + DC — find total tax burden, marginal rate, and tax-free state savings.

Step-Down vs Step-Up Basis Calculator

Calculate step-up in basis at death vs step-down at gift for estate tax planning. See capital gains tax impact of gift vs inheritance route. Cites IRC §1014. Free, private.

Step-Up Basis Calculator

Calculate capital gains tax savings from step-up in basis at death (IRC §1014). Inherited stock, real estate, business interests.

Student Loan Interest Deduction Calculator

Calculate the federal student loan interest deduction for 2026. Up to $2,500 above-the-line, phases out at $85K single / $170K MFJ. Free, instant.

Subpart F CFC Income Calculator

Calculate Subpart F income for Controlled Foreign Corporation (CFC) US shareholders. Foreign personal holding company income, foreign base company income.

529 to Roth Rollover 2028 Calculator

529-to-Roth rollover 2028 — $35k lifetime, $7k/yr cap. Calculate tax-free rollover benefit 2028.

Additional Medicare 0.9% for Self-Employed Calculator (2026)

Calculate 0.9% Additional Medicare Tax owed on self-employment income above $200K single / $250K married thresholds. Form 8959. Free 2026.

AMT 2027 Alternative Minimum Tax Calculator

Calculate AMT (Alternative Minimum Tax) 2027 with $85,700 single / $133,300 MFJ exemption.

AMT 2028 Exemption Calculator

AMT 2028 — $134,200 MFJ exemption indexed. 26/28% rate. Calculate AMT liability 2028.

Augusta Rule (IRC 280A) Fair-Rent Calculator (2026)

Calculate Augusta Rule (IRC 280A(g)) tax-free home rental income — up to 14 days/year, tax-free, fair rent backup. Free 2026.

Tax Deduction Bunching Strategy

See if you can save tax by bunching charitable donations and medical expenses into one year to exceed standard deduction, then taking standard the next year.

Capital Gains vs Ordinary 2028

LTCG vs ordinary 2028 — 15-20% LTCG vs marginal rate. Calculate tax arbitrage on $50k gain 2028.

Cash vs Accrual Accounting Tax Impact Calculator (2026)

Compare tax impact of cash vs accrual accounting method for small businesses. Defer tax by managing AR/AP timing. Free 2026.

Child Tax Credit 2028 $2,000

CTC 2028 — $2,000/child, $1,700 refundable. Phase out begins $400k MFJ. Calculate CTC 2028.

Saver's Tax Credit Calculator

Calculate Saver's Credit free. Up to 50% match on retirement contributions. Income limits 2026. Private.

EITC Earned Income 2028 Calculator

EITC 2028 — refundable credit for low/moderate income workers. Calculate EITC 2028.

Home Office — Simplified vs Actual Method Calculator (2026)

Compare home office deduction simplified ($5/sq ft, max $1,500) vs actual expense method (depreciation, utilities, mortgage interest). Free 2026.

HSA vs FSA 2027 Triple Tax Advantage Calculator

Free 2027 HSA vs FSA calculator — triple tax advantage, $4,300 / $8,550 limits, employer match, FSA use-it-or-lose-it vs HSA permanent compounding.

Itemize vs Standard Deduction 2028

Itemize vs standard 2028 — std deduction projected $30k MFJ. Calculate breakeven 2028.

Tax-Loss Harvesting vs Charitable Donation

Compare tax-loss harvesting (sell loss, deduct $3K) vs donating appreciated stock to charity (avoid capital gain + itemize deduction). Which saves more tax?

Tax Loss Harvesting Savings Calculator

Calculate tax savings from harvesting capital losses to offset gains. Wash sale rules, $3K ordinary income offset. Free, private.

Business Meals Deduction Calculator (50% in 2026)

Calculate business meals deduction at 50% (post-CAA-2022). Includes client meals, employee meals, travel meals. Free 2026.

Mega Backdoor Roth vs Traditional 401(k) Calculator (2026)

Compare Mega Backdoor Roth (after-tax 401k → Roth conversion) vs traditional 401k. 2026 limits, tax brackets, growth comparison. Free.

Mileage vs Actual Vehicle Expense Break-Even (2026)

Calculate break-even point between IRS standard mileage rate ($0.70/mi 2026) and actual vehicle expense method. Free 2026.

Net Investment Income Tax (NIIT) Calculator

Calculate your 3.8% NIIT surtax on investment income above MAGI thresholds ($200K single, $250K MFJ). Includes dividends, capital gains, interest, rental income.

NIIT 3.8% + Additional Medicare 0.9% Stacking Calculator (2026)

Calculate combined Net Investment Income Tax (3.8%) plus Additional Medicare Tax (0.9%) when income crosses the $200K/$250K thresholds. Free 2026.

NOL Carryforward 80% Limitation Calculator (2026)

Calculate Net Operating Loss carryforward with TCJA's 80% taxable-income limitation. Post-2017 NOLs carry forward indefinitely. Free 2026.

OBBB 2026 vs TCJA 2025 Tax Comparison Calculator

Compare your federal tax under OBBB 2026 vs old TCJA 2025 rates. See what changed under P.L. 119-21. Free.

OBBB 2026 vs Pre-OBBB Tax Comparison Calculator

Free OBBB 2026 tax comparison calculator — One Big Beautiful Bill Act (P.L. 119-21) vs pre-OBBB rates. Estate exemption, brackets, QBI, SALT — what changed and what stayed.

Passive Activity Loss Grouping Election Calculator (2026)

Calculate tax impact of Section 469 passive activity grouping election. Combine activities to meet material participation. Free 2026.

Pro-Rata Rule Cleanup Strategies Calculator (2026)

Calculate taxable amount of Backdoor Roth conversion under IRA pro-rata rule. See cleanup strategies (rollover to 401k). Free 2026.

2027 Quarterly Estimated Tax Calculator (Safe Harbor)

Calculate 2027 quarterly estimated tax payments to avoid underpayment penalty. 110% prior-year safe harbor. Free.

Quarterly Estimated 2028 Payment

Quarterly estimated 2028 — IRS due April/June/Sept/Jan based on 110% prior or 90% current. Calculate 2028.

Sales Tax Deduction 2028 IRS Tables

Sales tax deduction 2028 — deduct state sales tax instead of income tax. Calculate 2028 benefit.

SECURE 2.0 RMD Age 73 vs 75 Tax Hit 2027 Calculator

Free SECURE 2.0 RMD calculator 2027 — Required Minimum Distribution at age 73 (75 for 2033+), Uniform Lifetime Table divisor, tax hit, QCD strategy.

Self-Employment Tax 2028 15.3%

SE tax 2028 — 15.3% on net SE earnings (12.4% SS + 2.9% Medicare). Calculate SE tax 2028.

Step-Up Basis vs Lifetime Gift Calculator (2026)

Compare leaving appreciated asset at death (step-up basis) vs gifting during life (carryover basis). Tax saved by waiting. Free 2026.

Student Loan Interest Deduction 2028

Student loan interest deduction 2028 — up to $2,500/yr, phases out $90k single. Calculate 2028.

Section 199A QBI 2027 Deduction Calculator

Calculate the Section 199A QBI deduction for 2027 — 20% pass-through deduction made permanent under OBBB. Includes SSTB phaseout and wage/UBIA limits. Free, private.

2028 AMT Exemption

Calculate your 2028 AMT exemption with projected phase-out thresholds. Single $91,000 / MFJ $142,000 estimated. Phase-out 25% above $640k single / $1.28M MFJ.

2028 American Opportunity Credit

Calculate your 2028 American Opportunity Tax Credit (AOTC) for the first 4 years of college. Up to $2,500 per student, 40% refundable. Phase-out by MAGI.

2028 Bonus Depreciation

Calculate your 2028 bonus depreciation under OBBB. 100% restored — full deduction year 1 for qualified property. Compare to Section 179 limits.

2028 Capital Gains Tax Brackets

Calculate your 2028 long-term capital gains tax with projected 0/15/20% brackets. Plus 3.8% NIIT above MAGI thresholds. Holding-period and basis rules included.

2028 Child Tax Credit

Calculate your 2028 Child Tax Credit ($2,000 per child) and Additional Child Tax Credit (refundable). OBBB-permanent. Phase-out $200k single / $400k MFJ.

2028 Dependent Care Credit

Calculate your 2028 Dependent Care Credit on up to $3,000 (one dependent) / $6,000 (two+) expenses. Rate 20-35% by AGI. Coordinate with Dependent Care FSA.

2028 Earned Income Credit

Calculate your 2028 Earned Income Tax Credit by qualifying children. Up to $8,050 max with 3+ kids projected. Income phase-in and phase-out tables included.

US 2028 Equity Comp Tax

Compare 2028 ISO vs NSO vs RSU tax treatment. ISO: AMT trigger + LTCG potential. NSO: ordinary at exercise. RSU: ordinary at vest.

2028 Estate Tax Exemption

Calculate your 2028 federal estate tax with the OBBB-raised exemption ($15.4M projected). Portability, DSUE election, marital deduction. Live IRS formula.

US 2028 FBAR + FATCA

Calculate 2028 FBAR (FinCEN 114) + FATCA (Form 8938) reporting thresholds + penalties. Up to $14k/yr FBAR + $10k FATCA penalty per violation.

2028 FEIE

Calculate your 2028 FEIE: $130,000 projected (from $126,500 in 2026). Plus housing exclusion. Bona Fide Residence or Physical Presence test required.

US 2028 Foreign Tax Credit vs FEIE

Compare 2028 Foreign Tax Credit (FTC) vs Foreign Earned Income Exclusion (FEIE) for US expats. FTC better in high-tax countries; FEIE in low-tax.

2028 Gift Tax Annual Exclusion

Calculate your 2028 annual gift tax exclusion strategy ($19,000 projected per recipient). Split gifts MFJ, lifetime exemption tracking, Form 709 trigger.

US 2028 ILIT Trust

Calculate 2028 ILIT estate tax savings. Removes life insurance death benefit from estate. Crummey withdrawal rights bypass gift tax.

2028 Lifetime Learning Credit

Calculate your 2028 Lifetime Learning Credit (LLC) — 20% of up to $10,000 in education expenses = $2,000 max. Unlimited years. Non-refundable. MAGI phase-out.

2028 IRS Mileage Rate

Calculate your 2028 IRS mileage deduction for business, medical, charity, moving. Projected business rate $0.71/mi. Compare standard mileage vs actual expenses.

2028 NIIT

Calculate your 2028 3.8% NIIT (Affordable Care Act surtax) on investment income above $200k single / $250k MFJ MAGI. Combines with LTCG for 23.8% top rate.

US 2028 Quarterly Estimated Tax

Calculate 2028 quarterly estimated tax to avoid IRS underpayment penalty. Safe harbor: 100% prior year (110% if AGI > $150k) or 90% current year.

US 2028 R&D Tax Credit

Maximize 2028 federal R&D tax credit (Section 41). 6-14% of qualifying R&D spend. Combined with required Section 174 amortization (5-year US, 15-year foreign).

US 2028 Real Estate Pro Tax Status

Qualify as Real Estate Professional 2028 to avoid passive loss rules. 750+ hours real estate + >½ working time. Rental losses fully deductible.

2028 Saver's Credit

Calculate your 2028 Saver's Credit (10/20/50% of $2,000 retirement contributions) by income tier. Single AGI under ~$38k / MFJ ~$77k qualifies for some credit.

2028 QBI 199A Deduction

Calculate your 2028 Section 199A QBI deduction: 20% of qualified business income with W-2 wage + UBIA tests above SSTB threshold. OBBB made permanent.

US 2028 Self-Employed Tax

Calculate 2028 self-employed tax: 15.3% SE tax + federal income tax. Half SE deductible. Compare LLC vs S-corp for tax savings.

2028 Standard Deduction

Calculate your 2028 IRS standard deduction by filing status with senior 65+ and blind add-ons. Single $16,600 / MFJ $33,200 projected (OBBB-permanent).

US 2028 Step-Up Basis

Calculate 2028 step-up basis benefit on inherited assets. FMV at death becomes new basis. Eliminates lifetime capital gains accumulated by decedent.

2028 Federal Tax Brackets

Calculate your 2028 federal income tax with projected IRS brackets (OBBB-permanent rates 10/12/22/24/32/35/37%). All filing statuses included.

Wash Sale Rule Tax-Loss Harvesting 2027

Calculate wash sale rule impact 2027 — selling losing stock then buying back within 30 days disqualifies loss. Rules + workarounds for tax-loss harvesting.

Wash Sale Violation Window Checker

Check if your stock sale triggers an IRS wash sale violation. Enter sell and repurchase dates to see the 61-day window, disallowed loss, and basis adjustment. Free, private, instant.