Estimate your annual federal and state income tax liability for W-2 wages, self-employment, investments, and retirement income.
Total Tax Liability
for 2026
Effective Rate
13.1%
Federal Marginal
22.0%
Cap Gains Rate
15.0%
State Rate
8.0%
This calculator provides estimates based on 2026 federal and state tax rates using the standard deduction. Actual tax liability may vary based on itemized deductions, tax credits, AMT, and other factors. Consult a tax professional for personalized advice.
Reference guide for federal income and capital gains tax rates.
Ordinary Income Brackets
Standard deduction: $16,100
Ordinary Income Brackets
Standard deduction: $32,200
Long-term & Qualified Dividends
SINGLE FILERS
MARRIED JOINTLY
For 1099/Schedule C income
SE tax applies to 92.35% of net SE income. 50% of SE tax is deductible from gross income.
3.8% surtax for high earners
Applies to interest, dividends, capital gains, and other investment income. Does not apply to wages or self-employment income.
Learn more about how your income tax is calculated.
Federal income tax uses marginal brackets (10%-37%). Ordinary income (wages, interest, retirement) is taxed at regular rates. Long-term capital gains and qualified dividends receive preferential rates of 0%, 15%, or 20%.
Short-term gains (assets held <1 year) are taxed as ordinary income. Long-term gains (>=1 year) receive preferential rates of 0%, 15%, or 20% depending on your total taxable income.
SE tax is 15.3% on 92.35% of net SE income. Social Security portion (12.4%) is capped at $184,500. Medicare portion (2.9%) has no cap. You can deduct 50% of SE tax from gross income.
A 3.8% surtax on investment income for high earners. Applies when AGI exceeds $200k (single) or $250k (married). Covers interest, dividends, and capital gains.
Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, Wyoming.
This calculator uses 2026 tax rates and the standard deduction. Actual liability may vary based on itemized deductions, tax credits, AMT, and other factors. Consult a tax professional for personalized advice.
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