Financial calculators
Taxation
Income, estate, and investment tax planning math for individual filers.
What Is My Potential Estate Tax Liability?
Estimate federal estate tax owed above the current lifetime exemption.
Open calculator →Should I Itemize Or Take The Standard Deduction?
Compare your total itemized deductions to the standard deduction.
Open calculator →What Is My Tax-Equivalent Yield?
Compare a tax-free municipal bond yield to an equivalent taxable yield.
Open calculator →Tax Refund Estimator
Estimate your refund or balance due based on withholding and estimated tax liability.
Open calculator →Tax Freedom Day
Estimate the calendar day of the year when you stop working to pay taxes.
Open calculator →Federal Income Tax Estimator
Estimate federal income tax owed using current single-filer brackets (2024).
Open calculator →Should I Adjust My Payroll Withholdings?
Compare projected withholding to estimated tax liability to see if a change is needed.
Open calculator →Will My Investment Interest Be Deductible?
Compare investment interest expense to net investment income to find the deductible amount.
Open calculator →How Much Self-Employment Tax Will I Pay?
Estimate Social Security and Medicare tax owed on self-employment income.
Open calculator →Capital Gains (Losses) Tax Estimator
Estimate tax owed on realized capital gains, netting gains against losses.
Open calculator →Compare Taxable, Tax-Deferred And Tax-Free Investment Growth
See the after-tax future value of the same investment under three tax treatments.
Open calculator →How Much Of My Social Security Benefit May Be Taxed?
Estimate the portion of Social Security benefits subject to federal income tax.
Open calculator →What Are The Tax Implications Of Paying Interest?
See the after-tax cost of interest paid, accounting for any deductibility.
Open calculator →Let's talk about your numbers.
Tell us where your business is today and what you're planning next. We'll tell you plainly whether we're the right fit.