Start with your tax liability
Use the tax amount from a prepared return or a separate calculation. This tool does not calculate US tax brackets, exclusions or eligibility for a refund.

This tax balance and refund estimator compares an assessed or estimated tax liability with the payments and refundable credits you enter.
Use one currency throughout. This tool reconciles figures you supply; it does not calculate US income tax or establish refund eligibility.
Estimate only. Review the facts with your tax adviser.
Use the tax amount from a prepared return or a separate calculation. This tool does not calculate US tax brackets, exclusions or eligibility for a refund.
Enter withholding and estimated payments, then refundable credits that have been confirmed for your return. The result is only as reliable as those inputs.

Bring the numbers and the questions behind them.
Let’s talk it through