Tax Estimator Tool

Use this tool to estimate your federal tax liability based on your 2025 income. This is for illustration only and does not replace professional tax advice.

Used for the extra deductions at 65 and over.
Each spouse who is 65 or over gets their own extra deductions.
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$
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Part of your dividend income, taxed at 0%, 15% or 20%.
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The taxable amount only. Roth distributions and rollovers are not included.
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Net benefits. At most 85% is taxable; we work out how much.
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Advanced income (requires review)

Business income, rentals, K-1s, capital gains, and dependents require professional review. Book a consultation for an accurate tax quote and optimization strategy.

* This tax estimator is for educational purposes only and is based on the information you provide. Actual results may differ after a full review of your complete tax situation.

Helpful documents for an accurate estimate:

  • Most recent W-2 forms.
  • 1099-INT and 1099-DIV statements.
  • 1099-R or retirement distribution statements.
  • SSA-1099 Social Security benefit statement (if applicable).
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