Federal Tax & Refund Estimator
Estimate your federal tax liability and refund (or balance due) before you file.
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Primary result | Risk note | Next action
Estimate paycheck, withholding, refund, bracket, equity-comp, capital-gains, and deduction decisions.
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Cards show what the calculator decides, the inputs it needs, and where the result should lead next.
Calculator library
Estimate your federal tax liability and refund (or balance due) before you file.
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Primary result | Risk note | Next action
Estimate your take-home pay after federal and state taxes.
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Required monthly amount | Projected gap | Target date
Estimate child tax credit value, remaining tax, and after-credit savings.
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Primary result | Risk note | Next action
Estimate whether mortgage interest creates tax value after the standard deduction.
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Allocate each paycheck across bills, savings goals, debt, and spending money.
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Required monthly amount | Projected gap | Target date
Compare standard and itemized deductions and estimate the tax savings from itemizing.
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Winning option | Dollar difference | Break-even point
Estimate state income tax, effective rate, and after-state-tax income from a marginal state rate.
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Primary result | Risk note | Next action
1031 Exchange models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
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Required monthly amount | Projected gap | Target date
AMT models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
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Required monthly amount | Projected gap | Target date
Charitable Deduction helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Primary result | Risk note | Next action
EITC helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Required monthly amount | Projected gap | Target date
FSA Savings helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Required monthly amount | Projected gap | Target date
Gift Tax Exclusion models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
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Primary result | Risk note | Next action
HSA Tax Savings helps compare the dollars, timing, and tradeoffs behind this financial decision.
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IRA Deduction helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Compare your top tax bracket with your blended effective tax rate.
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NIIT helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Required monthly amount | Projected gap | Target date
Quarterly Estimated Tax helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Primary result | Risk note | Next action
Self-Employment Tax helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Primary result | Risk note | Next action
Student Loan Interest Deduction helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Primary result | Risk note | Next action
Calculate your federal income tax, marginal rate, and effective rate.
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Primary result | Risk note | Next action
Tax Bracket Fill-Up helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Primary result | Risk note | Next action
Tax Residency Move models an advanced financial scenario with clear dollar impact, timing, and action tradeoffs.
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Primary result | Risk note | Next action
W-2 vs 1099 helps compare the dollars, timing, and tradeoffs behind this financial decision.
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Winning option | Dollar difference | Break-even point