2026 Nationwide Tax Estimator

Guided Personal Tax Estimate

Filing Status and Household

Your filing status, primary tax state and dependents affect tax brackets, deductions and credits.

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Generally requires a valid SSN, living with you for more than half the year, and being claimed as your dependent.
For example, children age 17 or older, qualifying parents, or other relatives.
Children may also affect Head of Household status, the EITC and child-care credits. This tool estimates the CTC and Credit for Other Dependents; have a CPA review other family credits.Open the IRS eligibility tool →
All entries are calculated in your browser and are not saved or uploaded.

Wages and Self-Employment Income

Enter your main earned income first. Leave items that do not apply at zero.

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Such as interest, ordinary dividends, and net rental income.

Investment, Retirement and Benefit Income

Enter taxable amounts or realized gains. Unsold appreciation is generally not included.

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Enter the estimated taxable portion of IRA, 401(k), or pension distributions reported on Form 1099-R.
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Include taxable Social Security benefits and unemployment compensation; exclude tax-exempt benefits.
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Enter losses as negative numbers. Short-term gains and ordinary dividends are generally taxed at ordinary rates.
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Enter losses as negative numbers. Net long-term gains are estimated using the 2026 0%, 15%, or 20% rates.

Deductions, Donations and Taxes Paid

Leave uncertain advanced items blank and have a CPA review them later.

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Retirement, Donations and Other Advanced Items (Optional)
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Enter only additional deductible amounts. Do not repeat 401(k) contributions already excluded from W-2 wages.
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Qualified organizations only; direct gifts to individuals are generally not deductible.
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For example, eligible HSA adjustments. Avoid duplicating retirement or W-2 items.
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Exclude charitable giving entered above. The tool compares the standard and itemized deductions.
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Include education or other credits. Do not repeat child or dependent credits from the prior step.
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Used to estimate the federal safe-harbor target.
The threshold is generally $75,000 for Married Filing Separately.
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New York is estimated automatically. For other taxing states, enter an estimate from tax software or your CPA.

Your Preliminary Estimate

Return to earlier steps to adjust inputs; results update automatically.

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Your Estimated Result
Estimated Total Annual Tax$0Estimated effective rate 0%
Adjusted Gross Income$0
Federal Taxable Income$0
Deduction MethodStandard Deduction
Federal Marginal Rate0%
Federal Income Tax$0
Long-Term Capital Gains Tax$0
Self-Employment Tax$0
State Income Tax (Estimated)$0
Child / Dependent Credits− $0
Other Tax Credits− $0
Taxes Withheld$0
Quarterly Estimated Taxes Paid$0
Estimated Amount to Reserve$0
Average Quarterly Reserve$0
Federal Estimated-Tax Safe Harbor
Remaining Reference Amount
$0

Calculated at 90% of estimated current-year tax. Enter prior-year tax to compare the other applicable safe-harbor amount.

This tool provides an educational preliminary estimate only. The Child Tax Credit is preliminarily estimated at up to $2,200 per qualifying child and the Credit for Other Dependents at up to $500. Long-term capital gains use the regular 2026 0%, 15%, and 20% thresholds, and net capital losses include only a preliminary deduction of up to $3,000 against ordinary income. Retirement deduction eligibility, taxable Social Security percentages, capital-loss carryovers, ACTC, EITC, child-care credits, NIIT, AMT, QBI and special state rules are not fully automated. Charitable giving is preliminarily estimated using qualified-organization rules, the $1,000 non-itemizer/$2,000 joint-filer limit and the 0.5% AGI itemized threshold. Noncash gifts and other limits require separate review.

How We Work

A Clear Four-Step Process

From defining your needs to document review, professional work and follow-up, each step makes the current status and next action clear.

STEP 01

Understand Your Needs

Confirm your individual or business situation, service scope and primary issue.

STEP 02

Review Documents

Provide a clear document checklist and identify missing information or risk.

STEP 03

Professional Work

Complete accounting, filing or advisory work within the agreed scope and perform the required review.

STEP 04

Deliver and Follow Up

Explain results and follow-up items, supporting long-term compliance and the next cycle.

Start A Conversation

Put Your Tax Questions
in Capable Hands.

Tell us whether you need individual filing, business services or ongoing tax support. We will arrange a one-on-one consultation based on your situation.

Schedule a Professional Consultation

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Schedule a Professional Consultation

Submission is for consultation scheduling only and does not create an engagement.