Taxes calculators

Enter the prior-year Form 1040 taxable income and Schedule D lines 21, 7, and 15. The calculator follows the IRS Capital Loss Carryover Worksheet and separates the amount that goes to next year's Schedule D line 6 from the amount that goes to line 14.

Enter the foreign-source income, related deductions, U.S. tax, and creditable foreign taxes for one Form 1116 category. The calculator estimates the category limitation, allowed credit, unused pool, and U.S. tax left after the credit.

Enter the sale price, tax basis, assumed debt, closing cash, recapture, note terms, and tax rates. The calculator separates sale-year recapture from installment gain and builds a year-by-year seller-note tax schedule.

Enter a taxable portfolio, cost basis, contribution plan, return assumptions, and tax rates. The calculator compares the after-tax result with a no-tax benchmark and shows the annualized drag.

Enter your IRA basis, year-end IRA value, distributions, and Roth conversions to estimate the Form 8606 pro-rata split. The result shows the taxable conversion amount, recovered basis, carryforward basis, and a line summary you can compare with the form.

Enter one loss sale and up to two replacement lots. The calculator matches eligible replacement shares in acquisition order and separates taxable-account basis deferral from IRA loss disallowance.

Enter the current Section 1231 result and the unused loss balances from the last five years. The calculator applies the lookback rule oldest first and shows the ordinary-income amount, capital-gain amount, expiring loss, and balance entering next year.

Use IRS Form 1040 burden averages as a starting point, then adjust for the number of returns, tax years, state returns, and your own pace.

Enter the advance offer and the filing costs it requires to compare usable cash now with the refund you would keep by waiting. The calculator separates interest, loan fees, transfer charges, and extra preparation costs so the tradeoff is visible.