Finance cluster

Tax Calculators

Tax calculators for estimating federal obligations, planning quarterly payments, comparing employment structures, and checking how deductions, credits, investments, or property transactions may affect a filing.

Top calculators

A short starting set for the most common tax calculators workflows.

1099 vs W-2 Tax Calculator: Compare Take-Home Pay

Compare W-2 and 1099 take-home value with 2026 payroll tax data, self-employment tax, PTO, health insurance, retirement match, benefits, and expenses.

1099 vs w2 calculator contractor take home pay self employment tax estimator W-2 benefits calculator PTO value

1031 Exchange Tax Deferral Calculator | Boot, Basis, and Deadline Planner

Estimate 1031 exchange tax deferral, taxable boot, replacement property basis, and the key 45-day and 180-day deadlines for like-kind real estate exchanges.

1031 exchange calculator capital gains deferral calculator boot calculator replacement property basis 45 day identification deadline

Income Tax Bracket Calculator - Estimate Federal Taxes

Estimate your U.S. federal income tax by applying progressive tax brackets. Enter your taxable income to see your total tax and effective rate.

income tax bracket calculator progressive tax calculator federal tax estimator % IRA

Capital Gains Tax Calculator - Estimate Investment Taxes

Estimate your capital gains tax on investments or property. Enter purchase, sale, expenses, holding period, and income to compare short- vs long-term taxes.

capital gains tax calculator investment tax finance tool $250 %

Self-Employment Tax Calculator - Estimate Social Security and Medicare

Compute self-employment tax on net earnings including Social Security and Medicare components. See how W-2 wages affect the calculation.

self employment tax calculator schedule se social security tax medicare tax +20%

Payroll Tax Calculator - Estimate Employer Payroll Costs

Estimate employer payroll taxes including Social Security, Medicare, FUTA and SUTA to understand true labor costs.

payroll tax calculator employer payroll costs FICA FUTA SUTA

FICA Tax Calculator - Social Security and Medicare Withholding

Estimate Social Security and Medicare payroll taxes using 2024 FICA rates and wage bases. Includes detailed explanation, MathML formulas, and reference tables.

FICA tax calculator Social Security tax Medicare tax payroll withholding +20%

Advanced Estimated Tax Payment Calculator

Calculate quarterly estimated tax payments for self-employed individuals and businesses with complex income.

estimated tax quarterly taxes self-employment tax 1040-ES estimated payments

All calculators in this cluster

Browse 141 calculators matched to this topic, or return to the Finance category.

1031 Exchange Tax Deferral Calculator | Boot, Basis, and Deadline Planner

Estimate 1031 exchange tax deferral, taxable boot, replacement property basis, and the key 45-day and 180-day deadlines for like-kind real estate exchanges.

1031 exchange calculator capital gains deferral calculator boot calculator replacement property basis 45 day identification deadline

1099 vs W-2 Tax Calculator: Compare Take-Home Pay

Compare W-2 and 1099 take-home value with 2026 payroll tax data, self-employment tax, PTO, health insurance, retirement match, benefits, and expenses.

1099 vs w2 calculator contractor take home pay self employment tax estimator W-2 benefits calculator PTO value

401(k) Early Withdrawal Penalty Calculator

Estimate taxes and penalties for taking early distributions from a 401(k) retirement account.

401k early withdrawal penalty calculator retirement distribution tax % 27% 401

529 Plan State Tax Deduction Breakeven Calculator

Estimate when your in-state 529 tax deduction or credit outweighs higher fees compared to an out-of-state plan, complete with scenario tables and CSV exports.

529 plan deduction calculator state tax credit breakeven college savings comparison expense ratio analysis %

529 Plan Tax Advantage Calculator - Compare With Taxable Investing

Estimate the growth and tax savings of contributing to a 529 college savings plan versus a regular taxable investment account.

529 plan tax calculator college savings tax advantage taxable vs 529 comparison $3 %

529 to Roth IRA Rollover Planner (SECURE 2.0) | 5-Year Schedule

Plan a 5-year schedule for moving eligible 529 funds into a beneficiary’s Roth IRA under SECURE 2.0. Estimates annual rollover amounts based on the 15-year rule, 5-year contribution lookback, earned income, annual Roth limit, and the $35,000 lifetime cap.

529 rollover calculator 529 to Roth IRA SECURE 2.0 Roth IRA contribution limit 15-year rule

72(t) SEPP Calculator (Substantially Equal Periodic Payments)

Estimate annual 72(t) SEPP withdrawals from an IRA or other tax-deferred retirement account using age, balance, and an interest-rate assumption. Compare RMD, fixed amortization, and fixed annuitization methods.

72t calculator SEPP calculator early retirement withdrawal IRS 72t Substantially Equal Periodic Payments

83(b) Election Break-Even Calculator | Compare Startup Equity Taxes

Estimate taxes with and without an 83(b) election, including AMT exposure and capital gains, to understand the break-even point for your startup equity.

83b election calculator startup equity tax amt risk analysis 26% or 28% 409A valuation

Additional Medicare Tax Calculator - 0.9% Surtax Estimate | AgentCalc

Calculate the 0.9% Additional Medicare Tax on wages, self-employment income, and RRTA compensation above IRS filing-status thresholds. Estimate excess income, surtax due, and possible withholding gaps.

additional medicare tax 0.9% medicare surtax high income medicare ACA tax form 8959

Advanced Estimated Tax Payment Calculator

Calculate quarterly estimated tax payments for self-employed individuals and businesses with complex income.

estimated tax quarterly taxes self-employment tax 1040-ES estimated payments

AI Prompt Marketplace Royalty Split Calculator (Fees, Refunds, Collaborators)

Calculate take-home royalties from AI prompt marketplaces. Model platform commission, payment fees, refunds, subscription uplift, support time cost, collaborator splits, and withholding tax across conservative, expected, and viral sales scenarios.

AI prompt marketplace royalty split calculator platform commission payment processing fees creator revenue split

Alternative Minimum Tax (AMT) Calculator | Estimate AMT From AMTI

Estimate Alternative Minimum Tax (AMT) from an AMTI proxy. Learn how exemptions, phase-outs, and AMT rates work, then run quick what-if scenarios with a simplified estimator.

AMT alternative minimum tax AMTI AMT exemption AMT phaseout

App Store Revenue Split Calculator - Understand Your Net Earnings

Estimate how much revenue you'll receive after platform fees and taxes when selling apps or in-app purchases.

app store revenue calculator developer earnings platform fee calculator $34 %

Arnona Property Tax Budget Planner for Israeli Households

Estimate Israeli Arnona municipal property tax across discounts, early payment incentives, and installment plans to keep your household budget on track.

arnona calculator israel municipal tax property tax israel % 0 if on time

Backdoor Roth IRA Tax Calculator - Pro-Rata Rule Explained

Use this backdoor Roth IRA calculator to estimate the taxable portion of a Roth conversion under the pro‑rata rule and see how much IRA basis remains afterward.

backdoor Roth IRA calculator pro-rata rule Roth conversion tax nondeductible IRA basis $100

Bonus Tax Calculator - Estimate After-Tax Bonus Income

Compute your take-home pay from a bonus. Enter bonus amount and tax rates to see the net amount you will receive after federal, state, and payroll taxes.

bonus tax calculator bonus paycheck supplemental wage tax % 1 - 0.22 - 0.05 - 0.0765

Capital Gains Tax Calculator - Estimate Investment Taxes

Estimate your capital gains tax on investments or property. Enter purchase, sale, expenses, holding period, and income to compare short- vs long-term taxes.

capital gains tax calculator investment tax finance tool $250 %

Capital Loss Carryforward and Tax-Loss Harvesting Calculator

Calculate capital loss carryforwards, determine optimal tax-loss harvesting strategies, and project multi-year tax savings from strategic loss realization against gains and ordinary income.

capital loss carryforward tax-loss harvesting capital gains offset investment tax strategy capital loss deduction

Charitable Donation Tax Deduction Calculator | After-Tax Cost of Giving

Estimate your tax savings and after-tax cost of charitable donations using gift amount, deductible portion, and marginal tax rate.

charitable donation tax deduction calculator donation tax savings net cost of giving % % of donation

Child and Dependent Care Credit Calculator | Estimate Your Federal Care Credit

Use this Child and Dependent Care Credit Calculator to estimate your federal tax credit based on adjusted gross income, qualifying persons, and eligible care expenses.

Child and Dependent Care Credit Calculator | Estimate Your Federal Care Credit finance calculator % AGI IRS

Child Tax Credit Calculator (CTC) — Estimate Federal Credit & Refundable Portion

Estimate your federal Child Tax Credit (CTC) and refundable Additional Child Tax Credit using filing status, AGI, qualifying children, other dependents, tax liability, and earned income.

child tax credit calculator ctc calculator additional child tax credit dependent tax credit refundable child tax credit

COBRA vs Marketplace Health Insurance Calculator (ACA Subsidy Estimate)

Estimate and compare COBRA continuation coverage costs vs ACA Marketplace plan costs, including an estimated premium tax credit (subsidy) and out-of-pocket spending based on usage.

COBRA calculator health insurance comparison marketplace insurance ACA subsidy calculator COBRA cost

Combat Zone Tax Exclusion Calculator | Military Tax Benefits

Calculate military nontaxable combat zone pay exclusion and tax savings for active duty service members in designated combat zones.

combat zone tax exclusion military nontaxable pay combat pay military tax benefits armed forces

Commuter Benefit vs. Cash Reimbursement Analyzer | AgentCalc

Compare pre-tax commuter benefits with taxable cash reimbursements for hybrid schedules. Estimate monthly take-home pay, annual savings, employer subsidy effects, and a simple carbon impact.

Commuter Benefit vs. Cash Reimbursement Analyzer | AgentCalc finance calculator % HR IRS

Crypto Airdrop Tax Calculator - Token Income & Capital Gains

Estimate taxes on crypto airdrops using fair market value at receipt and capital gains at sale. Model income tax, basis, and net proceeds.

crypto airdrop tax calculator airdrop income capital gains cost basis FMV

Crypto Mining Profitability After Tax Calculator

Estimate crypto mining profitability after electricity, pool fees, hardware cost, and taxes. See daily revenue, daily costs, after-tax profit, and annual ROI.

crypto mining profitability mining tax calculator mining ROI electricity cost calculator %

Crypto Staking Tax Calculator

Calculate tax liability on cryptocurrency staking rewards including ordinary income and capital gains treatment.

staking rewards crypto staking taxes proof of stake income cryptocurrency income tax staking tax

Cryptocurrency Capital Gains Tax Calculator - US Tax Liability

Calculate US federal capital gains tax on cryptocurrency transactions. Compare FIFO, LIFO, and average cost basis methods. Determine long-term vs short-term tax rates for 2024.

crypto tax calculator cryptocurrency capital gains bitcoin tax ethereum tax FIFO LIFO cost basis

Cryptocurrency Wash Sale Tracking Calculator | Crypto Tax Loss Harvesting

Track and calculate crypto wash sale implications for tax-loss harvesting. Identify 30-day windows and recapture losses for tax planning.

crypto wash sale cryptocurrency tax loss harvesting wash sale rule Bitcoin tax crypto tax loss

Dependent Care FSA vs Tax Credit Calculator

Compare tax savings from a dependent care FSA and the child and dependent care tax credit to see which offers a larger benefit.

dependent care fsa calculator child care tax credit comparison % 000 E - C

Digital Nomad Tax Residency Calculator - Determine Obligations

Find out where you may be considered a tax resident based on days spent in each country. Helps digital nomads plan travel to avoid unexpected tax bills.

digital nomad tax residency calculator travel days residency +20% -20% CSV

Domestic Manufacturing Reshoring Tax Credit Calculator

Model federal and state incentives for reshoring manufacturing operations to the United States.

reshoring tax credit calculator domestic manufacturing incentives onshoring roi tool % CSV

Donor-Advised Fund Bunching Tax Savings Calculator

Estimate the tax benefit of bunching charitable gifts into a donor-advised fund, compare steady giving versus multi-year bunching, and model account growth.

donor advised fund calculator charitable bunching tax savings standard deduction strategy % 800 × 0.24

Earned Income Tax Credit Calculator - Estimate EITC Amount

Estimate your Earned Income Tax Credit for 2023 by entering filing status, number of children, and earned income. See how the credit phases in and out as income changes.

earned income tax credit calculator eic calculator EITC 2023 tax credit estimator 2023

Effective Tax Rate Calculator (Federal + State + Payroll) | AgentCalc

Calculate your effective tax rate by dividing total taxes paid (federal, state, payroll/other) by annual gross income. Includes formula, example, and limitations.

effective tax rate calculator average tax rate total taxes % AGI

Electric Vehicle Tax Credit Calculator | Estimate Federal Clean Vehicle Credit

Use this Electric Vehicle Tax Credit Calculator to estimate a potential U.S. federal clean vehicle credit based on filing status, income, final assembly, battery components, and critical mineral sourcing.

EV tax credit calculator electric vehicle incentive clean vehicle credit federal tax credit IRS 30D calculator

Employee Retention Credit Estimator - Plan Your Business Relief

Estimate potential tax credits for keeping staff on payroll. Enter monthly wages, qualifying months, and credit percentage to see your estimated benefit.

employee retention credit calculator ERC estimator payroll tax credit % 000 per employee

Employee Stock Option Tax Calculator - Understand Your Liability

Estimate taxes when exercising and selling employee stock options. Enter share counts, strike price, market value, and tax rates to see potential obligations.

stock option tax calculator ISO NSO taxes 20 - 5 30 - 20 AMT

Employee Stock Purchase Plan (ESPP) Calculator - Estimate Discounted Share Profits

Model contributions, discounts, lookback provisions, and tax effects to evaluate the potential profit from an ESPP.

ESPP calculator employee stock purchase plan discount shares lookback provision $30 × 15%

Employee Stock Purchase Plan Lookback Advantage Analyzer

Quantify the value of your employee stock purchase plan lookback feature, compare immediate sales versus qualifying dispositions, and see how taxes affect your net gains.

employee stock purchase plan calculator ESPP lookback advantage ESPP tax planning qualifying disposition analyzer $42 minus $28 equals $14

Employee Stock Purchase Plan Lookback Benefit Forecaster

Model payroll contributions, discounts, and holding-period taxes for an employee stock purchase plan with a lookback provision to understand potential gains.

employee stock purchase plan calculator ESPP lookback discount payroll contribution model ESPP tax planning % of salary

Employee Total Cost Calculator - Estimate True Hiring Expense

Calculate the full annual and hourly cost of an employee by including salary, payroll taxes, benefits, and overhead.

employee cost calculator total employee cost true cost of employee payroll tax benefits

Estate Tax Calculator - Estimate Federal and State Liability

Project potential estate tax owed by entering asset values, deductions, and applicable exemptions.

estate tax calculator inheritance tax estimator federal estate tax estate planning E − D − M − C − X

Estonia Tax Residency Period Tracker - 183-Day Rule Calculator

Calculate Estonia tax residency status based on the 183-day rule. Track residency periods for income tax obligations and determine non-residency eligibility for Estonian expatriates.

Estonia tax residency 183-day rule tax non-residency expatriate taxation Estonian income tax

Expatriate Cost of Living & Tax Calculator | AgentCalc

Estimate the gross salary an expatriate needs to maintain purchasing power abroad. Adjust for cost of living, allowances, relocation costs, and simplified tax relief scenarios (FEIE, foreign tax credit, treaty reduction).

expat salary calculator cost of living adjustment FEIE calculator foreign earned income exclusion foreign tax credit

Federal Comp Time vs. Overtime Value Calculator

Compare the cash value of federal overtime pay with banking compensatory time using OPM rules, tax assumptions, and time-value adjustments.

federal overtime calculator comp time payout gs overtime cap opm compensatory time value %

FICA Tax Calculator - Social Security and Medicare Withholding

Estimate Social Security and Medicare payroll taxes using 2024 FICA rates and wage bases. Includes detailed explanation, MathML formulas, and reference tables.

FICA tax calculator Social Security tax Medicare tax payroll withholding +20%

Foreign Earned Income Exclusion Qualification Tracker

Model twelve-month windows of foreign presence, track U.S. travel days, and confirm whether you satisfy the 330-day physical presence requirement for the Foreign Earned Income Exclusion.

foreign earned income exclusion calculator FEIE 330 day test physical presence tracker 2023 330

Foreign Tax Credit Calculator

Estimate your U.S. foreign tax credit and reduce double taxation on international income. Enter worldwide income, foreign-source income, and foreign taxes pa...

foreign tax credit Form 1116 international tax double taxation relief $12

Franchise Business Cost & ROI Calculator | AgentCalc

Estimate franchise startup costs, monthly profitability, break-even timing, and ROI over a custom projection period. Includes royalties, advertising fees, operating expenses, taxes, and revenue growth.

franchise calculator franchise ROI business startup cost franchise break-even analysis franchise profitability

Freelancer Quarterly Estimated Tax & Deduction Planner (1040-ES)

Estimate U.S. quarterly 1040-ES payments for freelancers and 1099 income. Model self-employment tax, federal income tax brackets, and common deductions (including home office) to plan quarterly payments.

quarterly estimated tax 1040-ES self-employment tax freelancer deductions 1099 tax planning

Freelancer Quarterly Tax Savings Calculator - Estimate Quarterly Payments and Monthly Tax Savings

Use this freelancer quarterly tax savings calculator to estimate annual tax, quarterly estimated payments, and the monthly amount to set aside for federal, state, and self-employment taxes.

freelancer quarterly tax calculator estimated tax payments self employment tax planning quarterly tax savings calculator %

FSA Tax Savings Calculator - Estimate Pre-Tax Contribution Benefits

Estimate tax savings from contributing to a flexible spending account. See how pre-tax FSA dollars reduce income and payroll taxes.

fsa tax savings calculator flexible spending account calculator pre-tax medical account % 1 − t

FSA/HSA Utilization Planner - Tax Savings, Expenses, and Forfeit Risk | AgentCalc

Use this FSA/HSA utilization planner to estimate tax savings, project eligible expenses, reduce FSA forfeiture risk, and build a practical month-by-month healthcare spending plan.

FSA calculator HSA calculator flexible spending account health savings account tax savings

Gift Tax Calculator | Estimate Taxable Gifts, Exemption Used, and Federal Gift Tax

Estimate the taxable portion of a gift, remaining lifetime exemption, cumulative taxable gifts, and any current federal gift tax due using annual exclusion and exemption inputs.

gift tax calculator annual exclusion lifetime exemption taxable gifts federal gift tax

Gig Economy Income Calculator (Net Pay After Expenses) | AgentCalc

Estimate true gig take-home pay per hour, week, month, and year after platform fees, tips, vehicle costs, and taxes. Compare gross vs net earnings.

gig economy calculator Uber earnings DoorDash income gig worker calculator platform fees

Gig Economy Tax Calculator - 1099 Worker Tax Estimator

Estimate federal self-employment tax, income tax, and quarterly payments for gig workers, freelancers, and independent contractors using 2024 tax rules.

Gig Economy Tax Calculator 1099 Worker Tax Estimator 15000 20000 2024

Green Home Tax Credit Calculator - Estimate Energy Upgrade Savings

Calculate potential federal and state tax credits for home energy improvements. Enter upgrade cost, credit rate, and available incentives to plan your budget.

green home tax credit calculator energy efficiency incentives eco friendly home upgrades % HVAC

Heirloom Inheritance Tax Calculator - Estate Tax on Jewelry, Art, and Collectibles

Calculate potential inheritance and estate taxes on heirlooms, jewelry, antiques, art, and collectibles. Understand federal and state tax obligations when inheriting valuable personal property.

inheritance tax estate tax heirloom valuation jewelry inheritance antique tax

Home Office Deduction Calculator - Estimate Tax Savings

Calculate your potential home office tax deduction using the area method. Enter your office size, total home size, rent, and utilities.

home office deduction calculator tax savings for freelancers office expense calculation % Area-Based

Home Office Tax Deduction Calculator | Simplified vs. Actual Expense Method

Estimate your home office tax deduction using the IRS simplified method or the actual expense method. Compare deductions, review the formula, understand assumptions, and see estimated federal and self-employment tax savings.

home office tax deduction home office deduction calculator home office expenses IRS simplified method actual expense method

HSA Contribution Calculator - Tax Savings and Limits

Estimate your Health Savings Account contributions, remaining limits, and potential tax savings using current IRS guidelines.

HSA contribution calculator health savings account HSA tax savings HSA limits 1 + g

HSA Tax Savings Calculator (Health Savings Account)

Estimate the tax value of an HSA contribution. Learn how federal, state, and payroll (FICA) taxes can affect savings, plus a simple future-value example and key limitations.

HSA calculator health savings account HSA tax savings HSA contribution limits HSA benefits

HSA vs FSA Calculator - Compare Tax-Advantaged Health Accounts

Evaluate health savings account versus flexible spending account benefits based on your expenses, contributions, tax rate, and investment growth.

hsa vs fsa calculator health savings account flexible spending account medical expense planning 1 + r

IDR Forgiveness Tax Reserve Planner

Project future student loan balance under income-driven repayment, estimate the taxable forgiveness amount, and size monthly savings deposits to cover the potential tax bill.

income driven repayment calculator tax bomb planner student loan forgiveness reserve IDR savings %

IDR Tax Bomb Sinking Fund Planner

Build a year-by-year savings roadmap for the income-driven repayment tax bomb by modeling loan growth, investment returns, and contribution escalators.

income-driven repayment tax bomb calculator student loan forgiveness tax planning sinking fund schedule % % after payments

Income Tax Bracket Calculator - Estimate Federal Taxes

Estimate your U.S. federal income tax by applying progressive tax brackets. Enter your taxable income to see your total tax and effective rate.

income tax bracket calculator progressive tax calculator federal tax estimator % IRA

Inherited Asset Capital Gains Tax Calculator | AgentCalc

Estimate capital gains tax on inherited property, stock, crypto, and other assets using stepped-up basis rules. Model federal capital gains tax, simplified state tax, NIIT, depreciation recapture, and after-tax proceeds.

inherited asset calculator capital gains tax stepped-up basis estate tax inheritance tax

Inherited IRA RMD Calculator (SECURE Act 10-Year Rule) | AgentCalc

Estimate inherited IRA withdrawals under the SECURE Act 10-year rule. Model annual distributions, growth, taxes, and strategy tradeoffs for traditional or Roth inherited IRAs.

Inherited IRA RMD Calculator (SECURE Act 10-Year Rule) | AgentCalc finance calculator 1 + r After-tax All in Year 10

Injured Spouse Allocation Calculator

Estimate your share of a joint tax refund when the IRS keeps part or all of it for your spouse’s past‑due debts. Understand how injured spouse allocation wor...

injured spouse tax refund offset IRS Form 8379 joint return debt offset

Innocent Spouse Relief Calculator – Estimate IRS Relief Eligibility

Use this innocent spouse relief calculator to estimate potential IRS relief from joint tax liability based on spouse responsibility, knowledge, hardship, and timing factors.

innocent spouse relief IRS Form 8857 joint tax liability tax debt relief %

IRS Underpayment Penalty Calculator

Estimate IRS underpayment penalties for insufficient estimated tax payments. Includes safe harbor logic and an educational quarter-by-quarter approximation.

IRS underpayment penalty estimated tax penalty safe harbor Form 2210 % per year

Kiddie Tax Calculator

Use this Kiddie Tax Calculator calculator to estimate results and understand the formulas with a worked example, a comparison table, and clear limitations.

kiddie tax calculator unearned income child investment tax +20% -20%

LLC vs S-Corp vs C-Corp Tax Comparison Calculator

Compare simplified annual tax estimates for an LLC, S-Corp election, and C-Corp using revenue, expenses, owner salary, state tax rate, and dividend payout assumptions. Review modeled federal, state, payroll or self-employment, and dividend taxes side by side.

LLC vs S-Corp business entity tax comparison corporate tax self-employment tax business structure calculator

LLC vs S-Corp vs Sole Proprietor Calculator - Take-Home Pay Analyzer

Compare owner take-home pay and total tax burden across sole proprietor, LLC default taxation, and S-corp election scenarios.

llc vs s corp calculator sole proprietor comparison payroll tax take home pay % CFO CPA FICA

Lottery Tax Calculator - Estimate Lump-Sum Taxes and After-Tax Winnings

Use this Lottery Tax Calculator to estimate lump-sum cash value, taxes, and after-tax lottery winnings based on jackpot size, lump-sum percentage, and federal and state tax rates.

lottery tax calculator after-tax winnings jackpot lump sum annuity

MACRS Depreciation Calculator - Half-Year Convention Schedule

Generate a MACRS depreciation schedule for business assets using the half-year convention. Calculate yearly deductions, accumulated depreciation, and remaining basis with built-in IRS rate tables.

macrs depreciation calculator asset depreciation tax deduction schedule half-year convention irs publication 946

Marriage Tax Penalty Calculator - Compare Filing Jointly vs Separately

Estimate the marriage tax penalty or bonus by comparing combined federal income tax when filing jointly versus separately.

marriage tax penalty calculator joint vs separate filing tax comparison +20% -20%

Medical Expense Deduction Calculator | Estimate the Deductible Amount Above the AGI Floor

Estimate how much of your unreimbursed medical expenses may be deductible after the AGI threshold for itemized deductions.

medical expense deduction calculator AGI medical deduction itemized deduction calculator unreimbursed medical expenses %

Medicare IRMAA Roth Conversion Impact Planner

Model how a Roth IRA conversion changes your Medicare IRMAA brackets, Part B and Part D premiums, and effective marginal costs, then export comparison scenarios for long-term retirement planning.

Roth conversion calculator Medicare IRMAA planning retirement tax strategy Part B premium impact %

Mega Backdoor Roth Calculator - Maximize After-Tax 401(k) Contributions

Estimate available after-tax 401(k) contribution space for executing the mega backdoor Roth strategy. Includes formulas, detailed explanation, and contribution tables.

mega backdoor roth calculator after-tax 401k roth conversion 401 IRA

Mesothelioma Settlement Calculator - Estimate Asbestos Compensation

Estimate potential mesothelioma settlement amounts by combining medical costs, lost wages, pain multipliers, cancer stage factors and family adjustments.

mesothelioma settlement calculator asbestos compensation estimator cancer lawsuit damages % 0.05

Military Pay Calculator – Model Base Pay, BAH, BAS, and Tax Advantages

Estimate monthly and annual military compensation by combining base pay, BAH, BAS, COLA, and special pays, and compare the tax-advantaged package to a civili...

military pay calculator BAH BAS special duty pay armed forces salary

Mortgage Escrow Calculator - Monthly Tax and Insurance Estimate

Estimate monthly escrow payments for property taxes and homeowners insurance alongside your mortgage principal and interest.

mortgage escrow calculator property tax escrow insurance escrow % % of annual

Mortgage Interest Deduction Calculator - Estimate Deductible Interest and Tax Savings

Use this Mortgage Interest Deduction Calculator to estimate deductible mortgage interest and potential federal tax savings under current U.S. mortgage debt limits.

mortgage interest deduction calculator home mortgage tax savings itemized deduction tool deductible mortgage interest Schedule A calculator

Municipal Bond Tax-Equivalent Yield Calculator | Compare Tax-Free vs. Taxable Bond Yields

Use this municipal bond tax-equivalent yield calculator to compare a tax-exempt muni bond with taxable bonds using your federal, state, and local tax rates.

tax equivalent yield calculator municipal bond investment tax comparison muni bond calculator taxable equivalent yield

Mutual Fund vs ETF Cost Calculator - Compare After-Tax Returns

Evaluate long-term after-tax returns of investing in a mutual fund versus an exchange-traded fund (ETF) by modeling expense ratios and capital gains distributions.

mutual fund vs ETF calculator expense ratio comparison after tax investment return % 1 + r _a

Nanny Tax Calculator | Household Employer FICA, FUTA & State UI Estimate

Estimate nanny tax costs for household employers, including employer and employee FICA, FUTA, state unemployment insurance, and total annual cost.

nanny tax household employee tax FICA FUTA employment tax calculator

Net Investment Income Tax (NIIT) Calculator – 3.8% Surtax Estimator

Estimate your 3.8% Net Investment Income Tax (NIIT) in minutes. Enter your filing status, modified AGI, and net investment income to see if you owe NIIT and...

NIIT calculator net investment income tax 3.8% surtax investment tax +20%

NFT Tax Basis Calculator

Calculate NFT cost basis for tax reporting including minting costs, gas fees, and marketplace fees.

NFT taxes non-fungible token crypto art taxes NFT cost basis digital collectible taxes

Offer in Compromise Calculator | Estimate IRS OIC Minimum Offer and RCP

Estimate reasonable collection potential, compare lump-sum versus periodic offer terms, and see whether an IRS offer in compromise may be worth exploring.

offer in compromise IRS debt settlement tax debt calculator OIC eligibility reasonable collection potential

Paycheck Calculator - Estimate Take-Home Pay

Compute net pay from gross wages by factoring in federal tax, Social Security, Medicare, and personal deductions.

paycheck calculator take home pay estimator net pay federal tax FICA

Payroll Tax Calculator - Estimate Employer Payroll Costs

Estimate employer payroll taxes including Social Security, Medicare, FUTA and SUTA to understand true labor costs.

payroll tax calculator employer payroll costs FICA FUTA SUTA

Personally Procured Move Reimbursement Calculator

Estimate incentive pay, tax withholding, and net profit for a DoD personally procured move by modeling weight, distance, and actual expenses.

personally procured move calculator ppm reimbursement military moving allowance % 700 estimated GCC

Property Tax Appeal Savings Calculator

Estimate the payoff from challenging an inflated property tax assessment by modeling valuation changes, millage rates, and success odds.

property tax appeal savings calculator assessment protest payoff millage rate breakeven tool % 000

Property Tax Calculator - Estimate Annual Property Taxes

Estimate yearly property taxes by entering home value, assessment ratio, exemptions, and local mill rate. Learn how property taxes are computed and where the money goes.

property tax calculator mill rate assessed value homestead exemption %

Property Tax Escalation Predictor | Forecast Future Property Tax Bills

Estimate future property tax bills by compounding assessed value growth, tax-rate changes, exemptions, and projection years.

property tax calculator property tax forecast real estate tax projection assessed value calculator tax escalation predictor

QLAC Allocation & RMD Reduction Planner

Model how purchasing a Qualified Longevity Annuity Contract shrinks required minimum distributions and compare scenarios with exportable tables.

QLAC calculator required minimum distribution planner retirement income deferral % % of premium per year

QSBS Exclusion Timeline and Cap Calculator

Model holding period, lifetime caps, and tax savings from the Qualified Small Business Stock (QSBS) exclusion. Check Section 1202 eligibility and export a timeline.

qsbs calculator section 1202 exclusion qualified small business stock gain exclusion $10M base cap $5M base cap

QSEHRA Reimbursement Budget Planner (Monthly & Annual Forecast)

Plan a QSEHRA budget with a 12‑month reimbursement forecast, utilization scenarios, admin fees, inflation, and an employer payroll tax comparison.

qsehra calculator small employer hra budget health reimbursement arrangement planner tax-free benefit modeling %

Qualified Business Income Deduction Calculator | Section 199A Estimate

Estimate the Section 199A qualified business income deduction using taxable income, capital gains, W-2 wages, UBIA, filing status, and SSTB rules.

qbi deduction calculator section 199A wage limit ubia sstb % 0.25 × W2 + 0.025 × UBIA 0.50 × W2 199a

Qualified Opportunity Zone Investment Deferral Planner

Model capital gains deferral timelines, basis step-ups, and long-term appreciation benefits for Qualified Opportunity Fund investments.

opportunity zone calculator qualified opportunity fund deferral capital gains tax planning % 1 + r

Quarterly Estimated Tax Safe Harbor Catch-Up Planner

Work out how much to pay in upcoming quarterly estimated tax vouchers to satisfy IRS safe harbor thresholds after midyear changes.

estimated tax calculator safe harbor catch up quarterly tax payments $75 %

Remote Work Tax Impact Calculator | Estimate Multi-State State Income Tax

Estimate how remote work across two or three states may affect your state income tax. Enter annual income, workdays by state, and estimated tax rates to see a simplified multi-state tax breakdown.

remote work tax calculator multi-state income tax remote worker taxes state tax allocation NJ

Roth Conversion Ladder Calculator | Model 5-Year Seasoning and Annual Roth Conversions

Estimate annual Roth conversions, tax cost, Roth growth, and when each conversion rung becomes seasoned under a simplified 5-year Roth conversion ladder model.

roth conversion ladder calculator roth conversion early retirement traditional IRA to roth 5 year rule

Roth Conversion Tax Impact Calculator - Plan Your Retirement Move

Estimate taxes owed when converting a traditional IRA to a Roth. Enter balances, tax rate, and projected growth to see if a conversion makes sense.

Roth conversion calculator IRA tax impact % 1 + g 1 - R

Roth vs Traditional 401(k) Calculator | Compare After-Tax Retirement Value

Use this Roth vs Traditional 401(k) calculator to compare after-tax retirement outcomes based on contribution amount, growth rate, years to retirement, and tax rates now versus retirement.

roth 401k vs traditional 401k calculator retirement tax planning roth versus pretax contributions % 1 + r

Roth vs Traditional IRA Calculator | After-Tax Comparison

Compare Roth vs Traditional IRA outcomes by modeling after-tax retirement balances based on your current vs future tax rates, contribution amount, return ass...

roth ira calculator traditional ira calculator retirement tax comparison after-tax investment value 0.07

Roth vs. Traditional (Pre-Tax) 401(k) Break-Even Calculator

Compare Roth vs. traditional (pre-tax) 401(k) contributions, include reinvested tax savings in a taxable account, and estimate the future marginal tax rate where both strategies break even.

roth 401k calculator traditional 401k break even tax rate retirement contribution analysis tax savings reinvestment tool %

RSU Tax Calculator - Estimate Restricted Stock Unit Taxes and After-Tax Proceeds

Use this RSU tax calculator to estimate tax at vesting, capital gains tax at sale, and net after-tax proceeds from restricted stock units based on shares, vesting price, sale price, and tax rates.

rsu tax calculator restricted stock unit taxes stock compensation capital gains vesting tax

S-Corp vs Sole Proprietor Tax Calculator - Estimate Self-Employment Savings

Compare total taxes for a sole proprietor and an S corporation election by entering business income, salary, tax rates, and admin costs to gauge potential savings.

s corp vs sole proprietor calculator s-corp tax savings self employment tax pass through entity FICA

Salary Tax Calculator - Take-Home Pay Calculator

Calculate your take-home pay after taxes and deductions with our Salary Tax Calculator. Get a clear picture of your net income.

salary tax calculator take-home pay calculator net income calculator salary calculator financial planning

Sales Tax Calculator | Add Tax or Remove Tax From a Total

Use this sales tax calculator to add tax to a price or remove tax from a tax-inclusive total. See the pre-tax price, tax amount, and final total instantly.

sales tax calculator add sales tax remove sales tax tax included price pre-tax price

Section 174 R&D Amortization vs. Immediate Expense Planner

Model cash tax differences between amortizing Section 174 research costs over 5 or 15 years and immediately expensing them.

section 174 amortization calculator R&D tax planning tool 1.08 174 IRS

Section 179D Deduction Calculator for Commercial Buildings

Estimate the Section 179D deduction for energy-efficient commercial buildings, factoring in energy savings, prevailing wage compliance, and potential tax sav...

section 179d calculator commercial building energy deduction ira tax incentives % % for government buildings

Security Deposit Withholding Dispute Calculator (Bad Faith & Statutory Multipliers)

Estimate potential damages for wrongful security deposit withholding using a 1×–3× statutory multiplier and an optional bad-faith add-on. Educational estimate only; not legal advice.

security deposit dispute bad faith statutory damages deposit withholding tenant rights calculator

Selective Reenlistment Bonus Calculator - Estimate Gross and Net SRB

Estimate a Selective Reenlistment Bonus from monthly base pay, SRB multiplier, reenlistment years, caps, and tax withholding.

selective reenlistment bonus calculator SRB military reenlistment bonus AFSC FICA

Self-Employment Tax Calculator - Estimate Social Security and Medicare

Compute self-employment tax on net earnings including Social Security and Medicare components. See how W-2 wages affect the calculation.

self employment tax calculator schedule se social security tax medicare tax +20%

Self-Employment Tax Withholding Planner - Estimate Quarterly Payments

Estimate quarterly tax set-asides from self-employment income, expenses, and tax rate.

self employment tax planner freelance quarterly tax calculator withholding estimator % 110% for high earners

Self‑Employed Health Insurance Deduction Calculator | AgentCalc

Estimate your self‑employed health insurance deduction and tax savings based on net profit, premiums, and marginal tax rate. Includes an SE tax adjustment cap.

self employed health insurance deduction calculator schedule 1 deduction self employment tax health insurance freelancer health premium deduction 10

SEP IRA Contribution Calculator for Self-Employed

Estimate your maximum deductible SEP IRA contribution on self-employment or W-2 income, apply IRS compensation caps, and compare with Solo 401(k) options.

sep ira calculator self employed retirement contribution solo 401k comparison % 25% expressed as 0.25

Severance Package Evaluation Calculator - Calculate True Severance Value

Evaluate severance packages including salary continuation, benefits coverage, outplacement, and tax implications. Determine if the offer is fair and plan your transition period.

severance calculator severance package evaluation layoff calculator severance negotiation $100

Short-Term Rental Material Participation Safe-Harbor Checker

Test whether a short-term rental host satisfies material participation safe harbors to unlock nonpassive tax treatment.

short term rental material participation calculator STR safe harbor IRS a maintenance firm average guest stay

Side Gig Income Tax Liability and Quarterly Estimated Tax Calculator | AgentCalc

Estimate self-employment tax, simplified federal income tax, common side gig deductions, and rough quarterly estimated tax payments for freelance or 1099 income.

side gig tax calculator self-employment tax 1099 tax quarterly estimated tax home office deduction

Solar Investment Tax Credit Calculator - ITC Savings Timeline

Model federal solar investment tax credit savings, bonus credit eligibility, and net system cost over time.

solar investment tax credit calculator itc bonus credit domestic content energy community % 10% IRS ITC

Solo 401(k) vs. SEP IRA Contribution Optimizer

Estimate the maximum contributions allowed under Solo 401(k) and SEP IRA plans based on business type, net income, and catch-up rules.

solo 401k contribution calculator SEP IRA comparison $30 $76 %

Solo 401k Contribution Calculator - Maximize Self-Employed Retireme...

Estimate the maximum Solo 401k contribution based on self-employment income, age, and business type. Includes detailed explanations, formulas, tables, and ex...

solo 401k contribution calculator self employed 401k individual 401k retirement savings %

State Income Tax Relocation Breakeven Calculator

Evaluate how many years it takes to recoup moving costs by relocating from a high-tax state to a lower-tax alternative.

state income tax relocation breakeven calculator move to low tax state relocation payback calculator % CSV

Stock Option Tax Calculator (ISO vs NSO) – Estimate Ordinary Income, AMT & Capital Gains | AgentCalc

Estimate taxes on Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs). Compare ordinary income, simplified AMT exposure, and capital gains across exercise and sale scenarios.

Stock Option Tax Calculator (ISO vs NSO) – Estimate Ordinary Income, AMT & Capital Gains | AgentCalc finance calculator $12 $3 $50 − $10

Student Loan Interest Deduction Calculator - Tax Savings Estimator

Estimate your potential tax deduction for student loan interest based on income and filing status.

student loan interest deduction calculator tax deduction MAGI phase out student debt taxes IRS

Take Home Pay Calculator - Estimate Paycheck Withholding

Calculate estimated federal, state, and FICA deductions to see your net paycheck using this Take Home Pay Calculator.

take home pay calculator paycheck tax calculator net pay payroll withholding %

Tax Equivalent Yield Calculator - Compare Municipal and Taxable Bonds

Calculate the tax-equivalent yield of a municipal bond and compare tax-free income with taxable bond yields using your federal and state tax rates.

tax equivalent yield calculator municipal bond yield taxable bond comparison after-tax return %

Tax Loss Harvesting Calculator - Estimate Capital Loss Tax Savings

Use this tax loss harvesting calculator to estimate how harvested capital losses may offset short-term gains, long-term gains, and up to $3,000 of ordinary income, with any remaining loss carried forward.

tax loss harvesting calculator capital gains offset investment tax planning capital loss carryforward 000

Tax Preparer vs Tax Software Cost Calculator

See when paying a professional to file your taxes costs less than using tax software once time and potential savings are considered.

tax preparer vs software calculator tax filing cost comparison 10 × 30 300 − 50 − 70 DIY

Tax Refund Calculator - Estimate Your Federal Return

Estimate your U.S. federal tax refund or balance due by entering income, deductions, credits and withholdings.

tax refund calculator tax return estimator withholding calculator income tax 000 cap

Texas Hill Country Short-Term Rental Occupancy Tax Calculator | Estimate State, City, County, and District Taxes

Estimate Texas Hill Country short-term rental occupancy taxes for Fredericksburg, Llano County, Wimberley, New Braunfels, and nearby markets. Model peak and off-season revenue, cleaning fees, layered hotel occupancy tax rates, platform fees, and monthly escrow planning.

Texas Hill Country occupancy tax calculator Fredericksburg STR hotel tax Llano county lodging tax tool short-term rental tax estimator Texas hotel occupancy tax

Timeshare Exit Cost Calculator - Calculate Total Cost to Get Out of Timeshare Contract

Calculate the true cost of exiting your timeshare through different methods: resale, exit companies, legal services, deed-back programs, or default. Compare options and total costs including fees, commissions, and consequences.

timeshare exit cost get out of timeshare timeshare cancellation calculator timeshare resale value timeshare exit company cost

Tokyo Earthquake Retrofit Tax Credit Calculator

Estimate how Japan's seismic retrofit tax credits, property tax reductions, and insurance discounts reduce the payback of earthquake reinforcements for Tokyo homeowners.

Tokyo earthquake retrofit calculator Japan seismic tax credit earthquake reinforcement payback % 1 + r 1

Used Clean Vehicle Tax Credit Eligibility Screener

Check whether a used electric vehicle purchase qualifies for the federal used clean vehicle tax credit and estimate the credit amount.

used EV tax credit calculator clean vehicle credit eligibility AGI EV IRS

Volunteer Hour Tax Valuation Calculator | Estimate Volunteer Time, Mileage, and Tax Impact

Estimate the economic value of volunteer hours separately from mileage and unreimbursed expenses, then view a simplified expense-based tax scenario.

volunteer tax deduction volunteer hours value charitable deduction nonprofit volunteer mileage deduction

Wash Sale Loss Adjustment Calculator

Calculate disallowed losses and adjusted cost basis when selling and repurchasing substantially identical securities within 30 days.

wash sale tax loss harvesting capital loss IRS wash sale rule stock trading taxes