Financial calculator

Income tax calculator.

Estimate federal taxable income, credits, withholding, refund or amount owed, and tax-rate breakdowns for planning.

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Income tax
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Federal tax, credits, withholding, and refund preview.
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Input--model
Cost--estimate
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Income Tax Calculator inputs

Enter filing status, income, deductions, credits, and withholding assumptions.

Filing and year

Choose filing status, tax year, and dependent assumptions.

Income

Enter annual taxable income categories before deductions and credits.

Deductions, credits, and payments

Estimate deductions, adjustments, credits, withholding, and state/local reference tax.

Visual breakdown

Live labels, comparison cards, charts, and schedule outputs update as you change the inputs.

Tax model

Schedule graph

Shows the value path over time.

Schedule

Detailed rows for the first periods and final result.

About the Income Tax Calculator

This calculator estimates federal taxable income, income tax before credits, dependent credits, federal withholding, refund or amount due, and a separate state/local reference estimate. It is built for planning rather than tax filing.

Taxable income: Start with taxable income sources, subtract eligible adjustments and deductions, then apply progressive tax brackets. The result is reduced by credits and compared with withholding or estimated payments.

Filing status

Filing status affects the standard deduction, bracket widths, and the tax due calculation.

Deductions

Choose the standard deduction or itemized deductions to estimate the taxable amount used in the bracket calculation.

Credits and withholding

Dependent credits reduce tax after the bracket calculation. Withholding is compared with estimated tax to show a refund or balance due.

How to use this calculator

Enter filing status, tax year, income categories, deductions, dependent counts, and withholding. Review the refund or amount owed, taxable income, effective tax rate, and detailed schedule.

Important disclaimer

⚠ Disclaimer: This is a simplified educational estimate. It does not model every IRS form, phaseout, AMT, refundable credit, payroll tax, state tax rule, or special tax situation. Consult a qualified tax professional before filing or making tax decisions.

Income Tax Calculator FAQ

Common questions about inputs, assumptions, outputs, schedules, and limitations.

What does the Income Tax Calculator estimate?

It estimates taxable income, federal tax before credits, dependent credits, withholding, refund or amount due, and a state/local reference tax.

Does it include 2026 planning values?

Yes. The page includes a 2026 planning option using simplified federal bracket and standard deduction assumptions.

Does it calculate every credit and tax rule?

No. It focuses on common inputs and does not replace tax software or a tax professional.

What is taxable income?

Taxable income is income after selected adjustments and deductions, before credits are subtracted from tax.

Why can my result show a refund?

A refund appears when withholding and payments exceed estimated tax after credits.