ClearYear/Calculators

Investing

Dividend Tax Rate Calculator

Estimate tax on qualified and ordinary dividends with your own rates.

Use this for

  • brokerage income
  • retiree income
  • fund distributions
Tax on qualified dividends$1,350
Tax on ordinary dividends$800
Total dividend tax estimate$2,150
After-tax dividends$9,350

Some dividends shown on a 1099-DIV do not qualify for lower long-term rates.

Quick facts

Keep the estimate grounded.

Qualified dividends may use long-term capital gain rates.

Ordinary dividends are taxed like ordinary income.

State tax may still apply.

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