CALCULATORS

Taxation

Interactive calculators to help you plan and make informed decisions about taxation.

What Is My Potential Estate Tax Liability?

Estimates federal estate tax liability.

Should I Itemize or Take the Standard Deduction?

Compares itemizing against the standard deduction.

What Is My Tax-Equivalent Yield?

Compares tax-free vs taxable investment yields.

Tax Refund Estimator

Estimates whether enough was withheld this year.

Federal Income Tax Estimator

Estimates annual federal income tax liability.

Should I Adjust My Payroll Withholdings?

Checks whether current withholding is on target.

How Much Self-Employment Tax Will I Pay?

Estimates Social Security and Medicare self-employment taxes.

Capital Gains (Losses) Tax Estimator

Estimates federal tax on net capital gains.

Compare Taxable, Tax-Deferred and Tax-Free Investment Growth

Compares growth across three tax treatments.

How Much of My Social Security Benefit May Be Taxed?

Estimates the taxable portion of Social Security.

What Are the Tax Implications of Paying Interest?

Explains deductibility of different interest types.