Tax Tools and 2026 Estimator

Free tax tools: a three-question readiness check with a document checklist, a 2026 federal tax estimator and key federal due dates.

Tools to help you see where you stand, with no sign-up. The readiness check and estimator run in your browser and store nothing.

How complex is your tax situation?

Answer three questions to see what’s worth a closer look and get a document checklist for your return.

1 What’s your filing status?
2 Where does your income come from? Choose all that apply
3 Is anything else true for you this year? Choose all that apply

2026 federal income tax estimator

A quick estimate from wages, investment income and long-term capital gains. It uses 2026 IRS brackets, the standard deduction and the 3.8% net investment income tax, and leaves out state tax, AMT, the Additional Medicare Tax, credits and itemized deductions.

Filing status
Salary, bonus, RSU vesting, business income
Taxed as ordinary income and counted for the 3.8% net investment income tax
401(k), HSA, deductible IRA
Estimated 2026 federal tax
Adjusted gross income$0
Standard deduction$0
Taxable income$0
Tax on ordinary income$0
Tax on capital gains$0
Net investment income tax (3.8%)$0
Estimated federal tax$0

0.0% effective rate10% ordinary bracket

For planning only. Your actual return depends on many more factors. Get a real projection

Key federal tax due dates

When a date falls on a weekend or holiday it moves to the next business day. State deadlines can differ, and we track yours.

  1. Jan 15

    Q4 estimated payment

    Final quarterly estimated payment for the prior tax year.

  2. Jan 31

    W-2s and 1099-NEC

    Employers send W-2s and file them with the Social Security Administration; businesses send and file Form 1099-NEC.

  3. Mar 15

    S-Corp and partnership returns

    Form 1120-S and Form 1065, and K-1s to owners, are due unless extended six months.

  4. Apr 15

    Individual returns and Q1

    Form 1040, calendar-year C-Corp returns, IRA and HSA contributions, and the Q1 estimated payment.

  5. Jun 15

    Q2 estimate and expat filing

    Q2 estimated payment, and the automatic filing deadline for Americans living abroad.

  6. Sep 15

    Q3 estimate and extended pass-throughs

    Q3 estimated payment, plus extended S-Corp and partnership returns.

  7. Oct 15

    Extended individual returns

    Final deadline for individual returns on extension. The extended FBAR (FinCEN 114) is due too.

  8. Dec 31

    Year-end planning cutoff

    Last day for most tax-saving moves: Roth conversions, gain and loss harvesting, charitable gifts.