Planning estimate, not a tax return. This calculator covers a limited set of common federal Form 1040 items. It does not determine eligibility for every deduction or credit, calculate self-employment tax, AMT, NIIT, Additional Medicare Tax, EITC, or every supporting schedule. Enter amounts already computed from the relevant IRS forms where indicated. Complex returns need a qualified preparer.
Privacy: Calculations run in this browser. Do not enter a Social Security number or other identifying information. This page does not save or transmit the amounts you enter.
Your tax details
Use tax-year figures, not current-year projections, for a completed tax year. Dollar inputs accept whole dollars or cents.
Income and adjustments
Use taxable amounts as shown on your tax forms. Qualified dividends are included within ordinary dividends; do not add them twice.
Included within ordinary dividends.
Enter the taxable amount already figured using IRS rules.
Enter an eligible net gain after Schedule D netting; exclude collectibles gain and unrecaptured section 1250 gain.
Enter the net Schedule 1 amount, including any allowable losses.
Enter the amount already computed on Schedule 1.
Deductions
The calculator applies the medical-expense floor and compares the standard deduction with the itemized total you enter. Other limits must already be reflected in the allowed amounts you enter.
Calculator subtracts 7.5% of AGI.
Enter the allowed amount after the tax-year cap and any phaseout.
Enter the allowable Schedule A amount after any limits.
For 2026, account for the 0.5% of AGI floor and other limits before entering.
2025–2026 only. Enter the amount already computed under Schedule 1-A rules.
Enter the allowed amount after applicable limitations.
Credits, other taxes, and payments
Enter credit and other-tax amounts already calculated on their IRS schedules. This tool does not establish eligibility.
Include self-employment tax, AMT, NIIT, Additional Medicare Tax, and other additional taxes if they apply.
Enter already figured refundable credits and other payments from Form 1040 / schedules.
IRS source material
Tax rates, standard deductions, and available form structures are based on IRS materials for each selected year. The 2026 option is provisional and explicitly marked DRAFT.