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Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Calculator: Print This Page
Federal Income Tax Estimator 2016/2017
Year
Tax Filing Status
Gross Income
Enter total income that is subject to income tax (minimum $1) including long-term capital gain and qualifying dividends
Long-Term Capital Gains
Enter amount of net long-term capital gains included in Gross Income, above
Qualified Dividends
Enter amount of qualified dividends included in Gross Income, above
Adjustments to Income
Enter total amount of above-the-line deductions (e.g., alimony paid, IRA deduction)
Elect to Itemize Deductions
If filing status is married filing separately, both spouses should make the same election.
Standard Deduction Adjustments
YouAge 65 or older
Blind
Your SpouseAge 65 or older
Blind
Check appropriate boxes even if entering itemized deductions
Itemized Deductions
Medical and Dental Expenses
Allowable amount (above 7.5% or 10% of AGI floor) will be calculated
State and Local Taxes Deduction
Home Mortgage Interest Deduction
Investment Interest Deduction
Charitable Gifts Deduction
Casualty and Theft Losses Deduction
Job Expenses and Certain Miscellaneous Deductions
Allowable amount (above 2.5% of AGI floor) will be calculated
Other Miscellaneous Deductions
Number of Personal Exemptions
Enter number of exemptions for yourself, your spouse, and your dependents
Total Tax Credits
Do not include federal income tax withholding or estimated tax payments



This is a hypothetical example intended for illustration purposes only.

This calculator considers only the general capital gain tax rates applicable to long-term capital gains, it does not consider any specialized capital gain tax rates.

This calculator adjusts the regular standard deduction only for old age and blindness.

The calculator limits the allowable amount of the charitable gift deduction to 50% of adjusted gross income (note that the amount actually allowed may be less, depending upon the gift recipient and the type of property donated).

This calculator does not take into consideration that certain credits may be refundable if they exceed tax liability.

For purposes of the alternative minimum tax, this calculator considers only adjustments for: the itemized deductions entered, the standard deduction, and the personal exemptions entered. Any other adjustments and tax preferences are not taken into account.

This calculator does not take into consideration any state taxes.

Federal Income Tax Estimator Results
Federal Income Tax: $9,348

Gross income of $100,000 is reduced by income taxes of $9,348. This is a reduction of 9.3%. $90,652 of income remains after tax.



    Assumptions

  • This is a hypothetical example intended for illustration purposes only.
  • This calculator considers only the general capital gain tax rates applicable to long-term capital gains, it does not consider any specialized capital gain tax rates.
  • This calculator adjusts the regular standard deduction only for old age and blindness.
  • The calculator limits the allowable amount of the charitable gift deduction to 50% of adjusted gross income (note that the amount actually allowed may be less, depending upon the gift recipient and the type of property donated).
  • This calculator does not take into consideration that certain credits may be refundable if they exceed tax liability.
  • For purposes of the alternative minimum tax, this calculator considers only adjustments for: the itemized deductions entered, the standard deduction, and the personal exemptions entered. Any other adjustments and tax preferences are not taken into account.
  • This calculator does not take into consideration any state taxes.
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 Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). Regent Financial Group, LLC is not affiliated with Kestra IS or Kestra AS.

Kestra IS and Kestra AS do not provide legal or tax advice. 

There is no guarantee that the plan will grow to cover college expenses. In addition, depending upon the laws of your home state or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 college savings plans may be available only if you invest in the home state's 529 college savings plan. Any state-based benefit offered with respect to a particular 529 college savings plan should be one of many appropriately weighted factors to be considered in making an investment decision. You should consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances and also may wish to contact your home state or any other 529 college savings plan to learn more about the features, benefits and limitations of that state's 529 college savings plan. You may also go to www.collegesavings.org for more information.

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This communication is strictly intended for individuals residing in the state(s) of CA, CT, FL, MA, NY and NC. No offers may be made or accepted from any resident outside the specific states referenced.
 


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