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Q4 Tax Planning Tool — Free

Don't let February be the first time you think about your taxes.

A basic federal snapshot, not a tax return. Uses 2025 or 2026 rules. Excludes QBI, refundable credits, AMT, NIIT and Additional Medicare Tax; results can differ materially.

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Filing Status & Ages

Your filing status determines your tax brackets and standard deduction.

Age 65+ additions assume eligibility and a valid SSN. If your 65th birthday is January 1 of the following year, enter 65.

This tool provides estimates only and does not constitute tax advice.