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RSU Tax Gap Calculator
Estimate whether flat supplemental withholding is likely to trail your real marginal tax rate.
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US tax planning tools for the decision before the form.
Pick the situation, enter a few numbers, and get a quick planning estimate.
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Stock compensation and equity decisions
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RSU Sell-to-Cover Calculator
Estimate how many shares may be sold for withholding and how many shares remain after vest.
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RSU Net Proceeds Calculator
Estimate net cash from selling vested RSUs after basis and tax assumptions.
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ESPP Sale Tax Calculator
Split a simplified ESPP sale into ordinary income and capital gain pieces.
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ISO Exercise Spread Calculator
Measure exercise cost, current spread, and paper gain before exercising ISOs.
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NSO Exercise Tax Calculator
Estimate ordinary income and withholding need when exercising nonqualified stock options.
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83(b) Deadline Calculator
Find the 30-day filing deadline after a restricted stock grant date.
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83(b) Break-Even Calculator
Compare tax now vs ordinary income later on a simplified restricted stock scenario.
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Tax timing
Tax timing
Estimated Tax Safe Harbor Calculator
Check the federal estimated-tax safe-harbor target using current-year and prior-year rules.
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Quarterly Payment Split Calculator
Split a remaining federal tax target across the estimated payment periods still left.
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Withholding Catch-Up Calculator
Estimate extra withholding per paycheck needed to close a tax shortfall before year end.
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Tax Extension Payment Calculator
Estimate the payment to send with an extension request so filing later does not mean paying late.
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Bonus Withholding Gap Calculator
Compare flat bonus withholding with your estimated real marginal tax rate.
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Investing
Investing
Wash Sale Window Calculator
Find the 30-day before and after window around a loss sale.
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Capital Gains Holding Period Calculator
Check whether a sale looks short-term or long-term based on purchase and sale dates.
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Capital Loss Carryover Calculator
Estimate how much net capital loss may offset income and carry into a future year.
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Dividend Tax Rate Calculator
Estimate tax on qualified and ordinary dividends with your own rates.
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Net Investment Income Tax Calculator
Estimate the 3.8% NIIT exposure from MAGI and net investment income.
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Self-employed
Self-employed
Self-Employment Tax Calculator
Estimate Social Security and Medicare tax on net self-employment profit.
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Freelance Quarterly Tax Calculator
Estimate a simple quarterly federal set-aside from freelance profit assumptions.
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1099 Set-Aside Calculator
Turn a single 1099 payment into a quick tax reserve and take-home estimate.
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Home Office Simplified Deduction Calculator
Estimate the simplified home office deduction using square feet.
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Business Mileage Deduction Calculator
Estimate a mileage deduction using the current business standard mileage rate.
Open calculatorRetirement
Retirement
Retirement
Solo 401(k) Contribution Calculator
Estimate employee deferral plus an approximate employer contribution for self-employed profit.
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IRA Contribution Limit Calculator
Check a simple IRA contribution cap using earned income and age.
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Roth IRA Phaseout Calculator
Estimate reduced Roth IRA eligibility using your MAGI and phaseout range.
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Backdoor Roth Pro-Rata Calculator
Estimate the taxable portion of a Roth conversion when pre-tax IRA dollars exist.
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HSA Contribution Limit Calculator
Estimate remaining HSA room using coverage type, age, and contributions already made.
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