Basic Information

State of Residence

Filing Status

Dependents

Under Age 17

Other Dependents

Age 65 or older Legally Blind

Income Sources

W-2 Wages & Salaries

Pre-Tax 401(k)/403(b) Deductions

If W-2 input is Gross Pay, enter 401k here.

Self-Employment (1099-NEC)

Qualifies for QBI Deduction (Sec 199A)

Ordinary Dividends

Qualified Dividends

Interest Income

Short-Term Capital Gains

Long-Term Capital Gains

Adjustments (Above-the-line)

Educator Expenses

Student Loan Interest

HSA Contributions

Traditional IRA Contributions

Deductions

Taking the Standard Deduction based on your filing status, age, and vision. (Calculator will automatically use the higher of Standard or Itemized).

Taxes Already Paid

Federal Withheld (W-2, 1099)

Estimated Tax Payments

Estimated Fed Refund

Based on Projected 2026 Tax Rules

Gross Income $0

Adjustments (incl. SE) -$0

Adjusted Gross Income $0

Standard Deduction -$0

QBI Deduction -$0

Taxable Income $0

Income Tax (Ord + Cap) $0

Self-Employment Tax $0

NIIT (Surtax) $0

Add. Medicare Tax $0

Credits (CTC/ODC) -$0

Total Federal Tax $0

Est. State Tax Liability $0

Total Federal Payments -$0

Federal & State Tax Summary (TY 2026)

Generated by Advanced Tax Calculator

State:
Filing Status:
Dependents:

Age 65+:
Blind:

Income Breakdown	Amount
W-2 Wages (Post-401k)
Self-Employment Income
Investment Income
Gross Income

Deductions & Adjustments	Amount
Adjustments to Income
Adjusted Gross Income (AGI)
Deduction
QBI Deduction (Sec 199A)
Taxable Income

Federal Tax Calculation	Amount
Federal Income Tax
Self-Employment Tax
Net Investment Income Tax (NIIT)
Additional Medicare Tax
Credits (Child/Dependent)
Total Federal Tax Liability

Estimated State Tax

Federal Refund

Disclaimer: This is an estimation tool incorporating advanced projections. Rules regarding QBI, NIIT, and State Taxes are complex and simplified here for general estimation purposes.