Calculators

AMT Exemption: AMT exemption left filing separately

The AMT exemption remaining after the published separate-filer phase-out on the alternative minimum taxable income you enter.

AMT Exemption: AMT exemption left for an estate or trust

The AMT exemption remaining after the published estate-or-trust phase-out on the alternative minimum taxable income you enter.

AMT Exemption: AMT exemption left for an unmarried filer

The AMT exemption remaining after the published unmarried-filer phase-out on the alternative minimum taxable income you enter.

AMT Exemption: AMT exemption left on a joint return

The AMT exemption remaining after the published joint-return phase-out on the alternative minimum taxable income you enter.

Capital Gains Tax Rate: Room left in the 0% capital gains bracket

The taxable income remaining before the published 0% capital-gains bracket ends.

Capital Gains Tax Rate: Room left in the 15% capital gains bracket

The taxable income remaining before the published 15% capital-gains bracket ends.

Corporate Tax Rate: Corporate income tax calculator

The published corporate rate applied to the taxable income you enter.

Net Investment Income Tax Threshold: Net Investment Income Tax calculator

The published rate on the smaller of your net investment income and income above the selected threshold.

Tax Brackets: Federal income tax filing separately

Federal income tax from the published separate-filer marginal brackets on the taxable income you enter.

Tax Brackets: Federal income tax for a head of household

Federal income tax from the published head-of-household marginal brackets on the taxable income you enter.

Federal income tax for a head of household, 2026

Tax Brackets: Federal income tax for a married couple filing jointly

Federal income tax from the published joint-return marginal brackets on the taxable income you enter.

Tax Brackets: Federal income tax for a single filer

Federal income tax from the published single-filer marginal brackets on the taxable income you enter.

Adoption Credit: Adoption credit after the income phase-out

The adoption credit after the published income phase-out and qualified expenses you enter.

Adoption Credit: How much of the credit comes back as a refund

The refundable part of the adoption credit after the published income phase-out and expenses you enter.

American Opportunity Credit: American Opportunity Credit calculator

The published expense-tier result below the income limit you enter.

Bonus Depreciation Percentage: First-year bonus depreciation on an asset

The published bonus-depreciation percentage of the depreciable basis you enter.

Child and Dependent Care Credit: Dependent care expense headroom

The amount remaining under the published dependent-care credit expense limit after expenses you enter.

Child Tax Credit: Child tax credit income headroom

The income remaining before the selected published Child Tax Credit threshold.

Clean Vehicle Tax Credit: What the vehicle costs after the credit

The vehicle price you enter less the published credit amount selected by the sourcing requirement count you enter.

Earned Income Tax Credit: Earnings still needed to reach the full credit

The earned income remaining before the published full EITC amount is reached for the child count you enter.

Earned Income Tax Credit: EITC with 1 child, not filing jointly

The EITC from the published one-child, non-joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with 1 child, on a joint return

The EITC from the published one-child joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with 2 children, not filing jointly

The EITC from the published two-child, non-joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with 2 children, on a joint return

The EITC from the published two-child joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with 3 or more children, not filing jointly

The EITC from the published three-or-more-children, non-joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with 3 or more children, on a joint return

The EITC from the published three-or-more-children joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with no children, not filing jointly

The EITC from the published no-child, non-joint-return schedule using earned income you enter.

Earned Income Tax Credit: EITC with no children, on a joint return

The EITC from the published no-child joint-return schedule using earned income you enter.

Educator Expense Deduction: Educator expense deduction headroom

The amount remaining under the published educator-expense deduction after expenses you enter.

Energy Efficient Home Improvement Credit: Energy efficient home improvement credit headroom

The annual published credit amount remaining after credit claims you enter.

Energy Efficient Home Improvement Credit: Heat pump credit headroom

The published heat-pump credit amount remaining after claims you enter.

Foreign Earned Income Exclusion: Foreign earned income exclusion headroom

The published foreign-earned-income exclusion remaining after excluded income you enter.

Kiddie Tax Threshold: Kiddie tax threshold headroom

The amount remaining before the child's unearned income you enter reaches the published threshold.

Lifetime Learning Credit: Lifetime Learning Credit calculator

The published expense-cap result below the income limit you enter.

QBI Deduction Threshold: QBI deduction filing separately

The QBI deduction from the published separate-filer threshold and phase-out figures using the business and income values you enter.

QBI Deduction Threshold: QBI deduction on a joint return

The QBI deduction from the published joint-return threshold and phase-out figures using the business and income values you enter.

QBI Deduction Threshold: QBI deduction on any other return

The QBI deduction from the published threshold and phase-out figures using the business and income values you enter.

QBI Deduction Threshold: Taxable income left for a service business

The taxable income remaining before the selected published service-business threshold.

Residential Clean Energy Credit: Residential clean energy credit calculator

The published residential-clean-energy credit rate applied to the property cost you enter.

Residential clean energy credit calculator, 2024

SALT Deduction Limit: SALT deduction after phase-down, filing separately

The separate-filer state-and-local-tax deduction from the published income phase-down and taxes you enter.

SALT Deduction Limit: SALT deduction after the income phase-down

The state-and-local-tax deduction from the published income phase-down and taxes you enter.

Saver's Credit Income Limit: Saver's Credit calculator for a joint return

The Saver's Credit amount from the published joint-return income tiers and the retirement contributions you enter.

Saver's Credit Income Limit: Saver's Credit calculator for head of household

The Saver's Credit amount from the published head-of-household income tiers and the retirement contributions you enter.

Saver's Credit Income Limit: Saver's Credit calculator for other filers

The Saver's Credit amount from the published income tiers and the retirement contributions you enter.

Saver's Credit Income Limit: Saver's Credit income headroom

The amount of adjusted gross income remaining before the selected Saver's Credit threshold.

Section 179 Deduction Limit: Section 179 expensing after the phase-down

The Section 179 amount after the published dollar-for-dollar phase-down and property cost you enter.

Standard Deduction: Head of household standard deduction against itemising

The head-of-household standard deduction including the counted age-or-blindness additions, compared with the itemised deductions you enter.

Standard Deduction: Standard deduction against itemising for a single filer

The standard deduction including the counted age-or-blindness additions, compared with the itemised deductions you enter.

Standard Deduction: Standard deduction against itemising on a joint return

The joint standard deduction including the counted age-or-blindness additions, compared with the itemised deductions you enter.

Student Loan Interest Deduction: Student loan interest deduction for a single filer

The student-loan-interest deduction after the published single-filer income phase-out.

Student Loan Interest Deduction: Student loan interest deduction on a joint return

The student-loan-interest deduction after the published joint-return income phase-out.

Estate Tax Exemption: Estate tax exemption headroom

The published exemption remaining after lifetime gifts you enter.

Gift Tax Exclusion: Annual gift tax exclusion calculator

The published annual exclusion multiplied by the number of recipients you enter.

GST Exemption: GST exemption headroom

The published GST exemption remaining after allocations you enter.

ACA Affordability Percentage: Affordable employer coverage calculator

The published affordability percentage of the household income you enter.

Dependent Care FSA Limit: Dependent care FSA headroom

The amount remaining under the selected dependent-care FSA limit after contributions you enter.

FSA Contribution Limit: Health FSA headroom

The amount remaining under the published health FSA limit after contributions you enter.

HSA Contribution Limit: HSA contribution planner

The HSA contribution room left after the contributions and catch-up choice you enter.

Medicare Part B Premium/Deductible: Medicare Part B deductible still to pay

The amount remaining under the published Part B deductible after costs you enter.

Medicare Part B Premium/Deductible: What Part B costs you over the year

The published monthly Part B amount for the months you enter, plus the published deductible.

QSEHRA Limit: QSEHRA reimbursement headroom

The amount remaining under the published QSEHRA limit after reimbursements you enter.

GSA Per Diem Rate: How much a room is above the lodging rate

The part of the nightly room price you enter that is above the selected published lodging rate.

GSA Per Diem Rate: How much of the M&IE rate your spending leaves

The amount remaining under the selected published meals-and-incidental-expenses rate after spending you enter.

Per Diem Rate: How much of a day's per diem your spending leaves

The amount remaining under the selected published per diem rate after spending you enter.

Per Diem Rate: How much of an allowance is over the rate

The part of the daily allowance you enter that is above the selected published per diem rate.

Per Diem Rate: Incidentals allowance over the rate for a trip

The part of the trip allowance you enter that is above the published incidental-expenses-only rate for the days you enter.

Per Diem Rate: The incidental-expenses-only rate over a whole trip

The published incidental-expenses-only daily rate multiplied by the days you enter.

Social Security COLA: Social Security benefit after the COLA

The monthly benefit you enter after the published cost-of-living increase.

Standard Mileage Rate: Mileage reimbursement calculator

The published mileage rate multiplied by the miles you enter.

Additional Medicare Tax Threshold: Additional Medicare Tax calculator

The published rate on Medicare wages above the selected published threshold.

FUTA Tax Rate & Wage Base: FUTA tax owed on one employee this year

The published FUTA rate on one employee's wages up to the published wage base.

FUTA Tax Rate & Wage Base: FUTA wage base headroom

The wages remaining before one employee reaches the published FUTA wage base.

Minimum Wage: Minimum wage pay calculator

The published hourly minimum wage multiplied by the hours you enter.

Overtime Salary Threshold: Overtime salary threshold headroom

The amount remaining before the annual salary you enter reaches the selected published threshold.

Self-Employment Tax: Net earnings subject to self-employment tax

The published share of the net self-employment earnings you enter.

Self-Employment Tax: Self-employment tax owed on your net earnings

Self-employment tax from the published share and published Social Security and Medicare rates on the net earnings you enter.

Social Security Wage Base: Social Security tax on your wages this year

The employee Social Security tax at the published rate on wages up to the published wage base.

Social Security Wage Base: Social Security wage base headroom

The amount of wages remaining before the published Social Security wage base.

Tipped Minimum Wage: Tips needed per hour

The hourly tips needed to bring the minimum wage you enter up to the published full minimum wage.

401(k) Catch-Up Contribution: Catch-up contribution per pay period

The remaining published catch-up contribution limit divided across the pay periods you enter.

401(k) Contribution Limit: 401(k) contribution planner

The 401(k) contribution room left after contributions and the catch-up choice you enter.

403(b) Contribution Limit: 403(b) contribution planner

The 403(b) contribution room left after contributions and the catch-up choice you enter.

457(b) Contribution Limit: 457(b) contribution planner

The 457(b) contribution room left after contributions and the catch-up choice you enter.

Defined Benefit Plan Limit: Plan limit headroom

The amount remaining under the published plan limit after the amount you enter.

Highly Compensated Employee Threshold: Highly compensated employee check

The amount remaining before the compensation you enter reaches the published threshold.

IRA Contribution Limit: IRA contribution planner

The IRA contribution room left after contributions and the catch-up choice you enter.

Roth IRA Income Limit: Roth IRA limit left for a single filer

The Roth IRA contribution limit remaining after the published single-filer income phase-out.

Roth IRA Income Limit: Roth IRA limit left on a joint return

The Roth IRA contribution limit remaining after the published joint-return income phase-out.

Roth IRA Income Limit: Roth IRA limit left when married filing separately

The Roth IRA contribution limit remaining after the published separate-filer income phase-out.

SEP IRA Contribution Limit: SEP IRA contribution limit for employees

The smaller of the published SEP IRA dollar limit and published compensation share using the compensation you enter.

SEP IRA Contribution Limit: SEP IRA contribution limit for the self-employed

The smaller of the published SEP IRA dollar limit and published earnings share using the net earnings you enter.

SIMPLE IRA Contribution Limit: SIMPLE IRA contribution planner

The SIMPLE IRA contribution room left after contributions and the catch-up choice you enter.

Brackets & rates