What you receive	Free Tax Estimator	Tax Watch Pro	Pinnacle Tax Action Plan
Federal and state estimate	Included	Included	Included
Saved progress and secure portal	Included	Included	Included
Year-round estimate updates	Limited	Included	Included
Income sources tracked	2 starting sources	Up to 5	Unlimited
Categorized business-expense organizer	—	Included	Included
Tax Money Tracker savings accountability	—	Included	Included
Estimate-change history and What Changed and Why	Basic	Detailed	Detailed
Weekly, monthly, and annual savings targets	—	—	Included
Separate self-employment tax exposure estimate	—	—	Included
Quarterly payment or W-2 withholding guidance	—	—	Included
Preliminary QBI and retirement-plan scenarios	—	—	Included
Downloadable Tax Action Plan	—	—	Included

Free Tax Estimator — Tax Years 2022–2025

Get a realistic tax estimate before paying for full tax preparation.

Most people don't find out what they owe until it's too late to do anything about it. See where you stand in minutes — then decide if you want a written review, full preparation, or year-round tracking so you're never caught off guard again.

No account required to begin
Usually takes about five minutes
Secure and confidential

How it works

Three clear steps from questions to estimate.

Start with the facts you already know. The estimator organizes the information and presents a planning result you can understand.

Tell us about your household

Enter filing status, age, dependents, state, and the basic details that affect the estimate.

Add income and withholding

Use W-2 amounts, self-employment income, withholding, credits, and other information you have available.

Review the result and next step

See the federal and state estimate, save your progress, and choose planning or professional help when needed.

Why choose us

Tax guidance built for clarity, security, and action.

Greatest Business Solution LLC connects the estimate, year-round tracking, secure documents, and professional services in one client experience.

Plain-English results

See the major numbers and what they mean without digging through tax jargon or disconnected worksheets.

Secure saved progress

Return to saved estimates and keep documents, service requests, and status updates connected to your portal.

Built for working households and business owners

Track W-2 changes, gig work, self-employment income, business expenses, mileage, and tax funding.

A clear path to the next service

Move from a free estimate to Tax Watch Pro, Pinnacle, tax preparation, transcript help, or another professional service.

Plans and pricing

Start free. Add year-round guidance when it becomes useful.

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Know where you stand

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A clear federal and state planning estimate based on the information you enter.

Federal and state estimate
Plain-English result summary
Saved estimate access
Secure path to professional services
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Track what changed

$11.99per month

Year-round estimate updates and savings accountability when income, withholding, or family details change.

Year-round estimate updates
Up to five income sources
Tax Money Tracker
Detailed change history
Business-expense organizer
Secure documents and saved progress

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Pinnacle Tax Action Plan

Know what to adjust

$34.99per month

Business-income tracking, mileage, expenses, tax funding, and an action plan for self-employed clients.

Unlimited income sources
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Expense and receipt organization
Recommended tax savings target
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Downloadable Tax Action Plan

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Section A — Filing Information

Basic details about how you will file this year

Tax Year *

Filing Status *

Age *

As of December 31 of the tax year

Full-Time Student? *

Yes No

Enrolled at least half-time in a degree program

Can be claimed as a dependent? *

Yes No

Another person can claim you on their return

State of Residence *

Number of Dependents *

Include every qualifying child or other dependent you expect to claim

Children Under Age 17 for Child Tax Credit

Enter only qualifying children under age 17 who are included in your total dependents above and meet the Child Tax Credit rules. Enter 0 if none.

ℹ Alabama 2025 questions: These appear only for Alabama. The estimator uses Alabama's 2025 deduction schedule, exemptions, federal-income-tax deduction, and official tax-table method, and stops on unsupported special cases.

Full-Year Alabama Resident for 2025? *

For a joint return, answer Yes only if both spouses were Alabama residents for the full year. Part-year and split-residency returns need additional allocation detail.

2025 Alabama Federal Income Tax Deduction *

Enter line 6 from Alabama's 2025 Federal Income Tax Deduction Worksheet (Form 40 instructions, page 31). Enter 0 if that worksheet line is zero.

Alabama-Exempt Income Included in the Estimator's Starting Income

Examples include qualifying Social Security, military retirement, defined-benefit retirement, unemployment, or other income that Alabama fully excludes. Enter only the exempt amount already included above.

Estimated Alabama Schedule A Itemized Deductions

Enter 0 to use Alabama's standard deduction, or enter the Alabama Schedule A amount if larger. Alabama itemized deductions differ from federal rules.

Alabama Estimated Tax Payments

Enter 2025 Alabama estimated income-tax payments. Do not include federal estimated tax payments here.

Other Alabama-Specific Adjustments, Credits, or Taxes? *

Select Yes for items such as Schedule CR tax paid to another state, Schedule OC credits, consumer use tax, NOLs, PTE payments/credits, special Alabama business adjustments, or a pension/IRA requiring Schedule RS basis calculations.

ℹ Louisiana 2025 questions: These appear only for Louisiana. The estimator uses Louisiana's new 2025 standard deduction and 3% rate, and asks only for state-specific details that can materially change the result.

Full-Year Louisiana Resident for 2025? *

For a joint return, answer Yes only if the return is a full-year Louisiana resident Form IT-540. Part-year and nonresident cases use Form IT-540B and require income allocation.

Were You Required to File a 2025 Federal Return? *

Louisiana Form IT-540 sets Line 13 tax liability to zero when you were not required to file a federal return.

Do Louisiana Schedule E Adjustments Apply? *

Select Yes for Louisiana-only additions or exemptions, such as taxable Social Security excluded by Louisiana, qualifying retirement exclusions, U.S. government interest, military exemptions, or other Schedule E items.

Did You Itemize Deductions on Your Federal Return? *

Louisiana Form IT-540 uses an additional 2025 medical deduction only when federal deductions were itemized.

Did You Claim the Federal Earned Income Credit? *

For 2025, the refundable Louisiana Earned Income Credit is 5% of the federal EIC.

Louisiana Estimated Tax Payments

Enter 2025 Louisiana estimated income-tax payments only.

Louisiana Extension Payment

Enter any payment made with the Louisiana 2025 extension. Enter 0 if none.

Other Louisiana Credits, Taxes, Fees, or Carryforwards? *

Select Yes for child/dependent-care or school-readiness credits, credit for taxes paid to another state, other Schedule C/F/I/J credits, prior-year credit carryforwards, consumer use tax, electric/hybrid road-use fees, or other Louisiana-only items.

Indiana 2025 — State-Specific Details

These questions appear only for Indiana tax year 2025. The estimator follows the full-year resident IT-40 path, calculates the 3% state tax and Schedule 3 exemptions, and uses the exact Schedule CT-40 county-tax amount so local tax is not approximated.

Full-Year Indiana Resident? *

Schedule 1 Total Add-Backs *

Enter 0 if none.

Schedule 2 Total Deductions *

Include supported Indiana deductions such as taxable Social Security, military retirement, and other Schedule 2 deductions. Enter 0 if none.

Schedule CT-40 County Tax *

Enter the exact county-tax amount from 2025 Schedule CT-40. This avoids guessing among Indiana's county rates and spouse-allocation rules.

Qualifying Dependent Children for Additional Exemption *

Of Those, First-Year Additional Child Exemptions *

First-year qualifying children use the increased $3,000 additional exemption instead of $1,500.

Qualifying Adopted Dependents *

The adopted-child exemption is an additional $3,000 per qualifying adopted dependent.

Taxpayer Blind at Year-End? *

Age 65+ is determined automatically from the age already entered.

Federal Earned Income Tax Credit Claimed? *

Indiana's EITC is 10% of the federal EITC.

Indiana County Withholding *

Usually shown as local/county withholding on Indiana wage statements. Enter 0 if none.

Indiana Estimated / Extension Payments

Indiana Use Tax Due? *

Unified Tax Credit for the Elderly Claimed? *

Other Indiana Schedule 5 / Schedule 6 Credits? *

Other Indiana Tax, Recapture, Donation, Penalty, Amended Item, or Material Special Schedule? *

Missouri 2025 — State-Specific Details

These questions appear only for Missouri tax year 2025. The estimator follows the full-year resident MO-1040 path, uses the official 2025 graduated tax chart, and requires exact spouse-level Missouri adjusted gross income when filing married combined so the separate spouse taxes are not guessed.

Full-Year Missouri Resident? *

MO-1040 Line 14 Deduction Choice *

Form MO-A Total Additions *

Enter 0 if none.

Form MO-A Total Subtractions *

Enter 0 if none.

Line 8 — Pension / Social Security Exemption *

Enter the exact Form MO-A Part 3 total exemption, or 0 if none.

Line 13 — Federal Income Tax Deduction *

Enter the exact MO-1040 Line 13 worksheet result. Maximum $5,000, or $10,000 for married filing combined.

Lines 16–24 — Other Missouri Deductions Total *

Enter the exact combined total of any applicable long-term-care, health-sharing, military, beginning-farmer, foster-parent, or other deductions on MO-1040 Lines 16–24. Enter 0 if none.

Missouri Estimated Tax Payments

Other Missouri Payments — Lines 39–40

Missouri Extension Payments — Line 41

Federal Earned Income Credit Allowed? *

The 2025 Missouri Working Family Tax Credit can equal 20% of the federal EIC, subject to Missouri eligibility and tax-liability limits.

Enterprise / Rural Empowerment Zone Modification? *

Credit for Tax Paid to Another State / Locality (MO-CR)? *

Miscellaneous Credits or Missouri Property Tax Credit? *

Other Missouri Tax, Recapture, Amended Item, Penalty, Refund Diversion, or Material Special Schedule? *

Illinois 2025 — State-Specific Details

These questions appear only for Illinois tax year 2025. The estimator follows the full-year resident IL-1040 path, applies the 4.95% rate and 2025 exemptions, uses exact IL-1040/Schedule M amounts, and holds Schedule NR, Schedule CR, expanded-EITC, surcharge, and other material special cases instead of guessing.

Full-Year Illinois Resident? *

IL-1040 Line 3 — Schedule M Total Additions *

Enter 0 if none.

Line 5 — Taxed Social Security / Qualified Retirement *

Enter only the federally taxed amount eligible for Illinois subtraction, or 0.

Line 6 — Illinois Income Tax Overpayment in Federal AGI *

Illinois refund included in federal Schedule 1 income; enter 0 if none.

Line 7 — Schedule M Other Subtractions *

Enter the exact Schedule M total, or 0.

Taxpayer Legally Blind? *

Age 65+ is determined from the age already entered. Each age/blind exemption is $1,000 when the exemption allowance is permitted.

Line 13 — Investment Credit Recapture *

Exact Schedule 4255 amount; enter 0 if none.

Line 16 — Schedule ICR Credit *

Exact property-tax/K-12/Volunteer Emergency Worker credit total; enter 0 if none.

Line 17 — Schedule 1299-C Credit *

Enter the completed Schedule 1299-C credit, or 0.

Schedule CR Credit for Tax Paid to Another State? *

Line 22 Cannabis / Gaming-Licensee Surcharge? *

Line 20 — Household Employment Tax *

Enter 0 if none.

Line 21 — Illinois Use Tax *

Illinois requires an entry; enter 0 when no use tax is paid on IL-1040.

Line 26 — Estimated / Extension / Prior-Year Applied Payments *

Enter 0 if none.

Line 27 — Pass-Through Withholding *

Enter 0 if none.

Line 28 — Pass-Through Entity Tax Credit *

Enter 0 if none.

Federal EITC Claimed on Form 1040 Line 27a? *

For the standard path, Illinois EITC equals 20% of federal EITC.

Illinois Expanded EITC Worksheet Required? *

Expanded-workbook cases require additional earned-income and qualifying-child details and are held for review.

Other Illinois Material Credit, Tax, Amended Item, Allocation, Penalty, or Special Schedule? *

Ohio 2025 — State-Specific Details

These questions appear only for Ohio tax year 2025. The estimator follows the full-year resident IT 1040 path, calculates the official business-income deduction and 2025 tax brackets, and uses exact completed Schedule of Credits and SD 100 amounts where the statewide estimator cannot safely derive them.

Full-Year Ohio Resident? *

Schedule of Adjustments Line 12 — Total Additions *

Enter 0 if none.

Schedule of Adjustments Lines 14–46 — Other Deductions *

Do not include line 13 business-income deduction; the estimator calculates that separately. Enter 0 if none.

Schedule of Business Income Line 10 — Total Business Income / Loss *

Use the exact Ohio-defined business-income total, which can differ from federal business income. Enter 0 if none.

Schedule of Credits Line 40 — Nonrefundable Credits *

Enter the completed Schedule of Credits total, or 0.

IT 1040 Line 11 — Estimated-Tax Interest Penalty *

Enter 0 if none.

IT 1040 Line 12 — Unpaid Use Tax *

Enter 0 if none.

IT 1040 Line 15 — Estimated / Extension / Carryforward / Prior Payments *

Enter 0 if none.

Schedule of Credits Line 47 — Refundable Credits *

Enter the completed refundable-credit total, or 0.

Does an Ohio SD 100 School-District Income-Tax Return Apply? *

Ohio school districts use district-specific rates and either a traditional or earned-income tax base, so this estimator uses the completed SD 100 totals rather than guessing a district calculation.

IT RC / IT NRC Residency Credit or Allocation Applies? *

Amended Return, NOL Carryback, or Other Material Ohio Special Item? *

Pennsylvania 2025 — State-Specific Details

These questions appear only for Pennsylvania tax year 2025. Pennsylvania uses eight separate PA income classes, no standard deduction or personal exemption, and does not allow one class's loss to offset another. Enter the exact PA-defined amounts from the applicable PA schedules; do not copy federal amounts unless the Pennsylvania instructions specifically produce the same figure.

Full-Year Pennsylvania Resident? *

PA-40 Line 1c — Net Compensation *

Enter the exact Pennsylvania net compensation after PA Schedule UE rules, or 0.

Line 2 — Interest Income *

PA-defined amount, or 0.

Line 3 — Dividend / Capital-Gain Distributions *

PA-defined amount, or 0.

Line 4 — Business / Profession / Farm Income or Loss *

A loss may be negative, but it cannot reduce another PA income class.

Line 5 — Property Gain or Loss *

A loss may be negative; PA-40 Line 9 adds positive class amounts only.

Line 6 — Rent / Royalty / Patent / Copyright Income or Loss *

A loss may be negative; do not net it against another class.

Line 7 — Estate or Trust Income *

Enter the PA-taxable positive amount, or 0.

Line 8 — Gambling / Lottery Winnings *

Enter the PA-taxable amount, or 0.

Schedule O / PA-40 Line 10 — Other Deductions *

Use the exact completed Schedule O total. For 2025, Schedule O includes qualified items such as HSA/MSA/529/ABLE contributions and up to $2,500 of allowable student-loan interest. Enter 0 if none.

Schedule G-L Resident Credit for Tax Paid to Another State? *

Claim PA Schedule SP Tax Forgiveness? *

Married claimants use joint Schedule SP eligibility income even when filing separately.

Claim PA Schedule DC Child / Dependent Care Credit? *

Any PA Schedule OC Restricted Credits? *

Schedule OC credits require credit-specific authorization/documentation and are held for review.

Federal EITC Allowed for 2025? *

Pennsylvania's new Working Pennsylvanians Tax Credit equals 10% of the federal EITC, up to $805.

PA-40 Line 14 — 2024 Credit *

Enter 0 if none.

PA-40 Line 15 — 2025 Estimated Payments *

Enter 0 if none.

PA-40 Line 16 — Extension Payment *

Enter 0 if none.

PA-40 Line 17 — NRK-1 Nonresident Withholding *

Enter 0 if none.

PA-40 Line 25 — Use Tax *

Enter the exact amount, or 0.

PA-40 Line 27 — Penalties / Interest *

Enter 0 if none.

Pennsylvania Local Earned-Income / Wage-Tax Return or Reconciliation Applies? *

Local rates depend on the residence/work PSD. Enter completed local totals when applicable; the estimator will not guess a municipality or school-district rate.

Amended Return or Other Material Pennsylvania Special Item? *

Iowa 2025 — State-Specific Details

These questions appear only for Iowa tax year 2025. Iowa starts from federal taxable income, applies Schedule 1 modifications, a 3.8% flat tax, low-income/alternate-tax rules, exemption credits, and the exact school-district/EMS surtax rate. Enter completed Iowa credit/special-schedule amounts where the nationwide estimator does not contain enough detail rather than guessing.

Full-Year Iowa Resident? *

Part-year/nonresident IA 126 cases are held for separate review.

IA 130 Out-of-State Tax Credit Applies? *

Yes is held for review because the other jurisdiction's income and tax details are required.

IA 1040 Line 2 — Federal Taxable Income for Iowa Purposes *

Enter the exact 2025 IA 1040 Line 2 amount. If federal Form 1040 Line 15 is zero, Iowa may require a negative Line 2 amount instead of zero.

IA 1040 Line 3 — Net Iowa Modifications *

Exact Schedule 1 net amount; may be negative. Enter 0 if none.

IA 1040 Line 1d — Federal Standard / Itemized Deduction *

Used only for Iowa low-income, alternate-tax, and single-tax-reduction calculations.

IA 1040 Line 1f — Enhanced Deduction for Seniors *

Federal Schedule 1-A Line 37 amount; Iowa treats this as a personal exemption for these special calculations. Enter 0 if none.

IA 1040 Line 1e — QBI Deduction *

Enter 0 if none.

Schedule 1 Line 17b — NOL Carryover *

Enter 0 if none.

Federal Form 4972 Line 8 — Taxable Lump-Sum Distribution *

Enter 0 if none.

Taxpayer Blind on 12/31/2025? *

Age 65+ is taken from the age already entered above.

IA 1040 Line 6 — Lump-Sum Tax *

Enter exact amount or 0.

IA 1040 Line 9 — Tuition/Textbook Credit *

Enter 0 if none.

IA 1040 Line 10 — Volunteer Credit *

Enter 0 if none.

IA 1040 Line 17 — Other Nonrefundable Credits *

Enter exact total or 0.

2025 School-District / EMS Surtax Rate (%) *

Enter the exact combined rate from Iowa form 41-027, including 0%. The estimator does not guess your district/county.

IA 1040 Line 21 — Contributions *

Enter 0 if none.

IA 1040 Line 23 — Fuel Tax Credit *

Enter 0 if none.

IA 1040 Line 24 — Child Care / Early Childhood Credit *

Enter the completed credit amount; only one of the two credits may be claimed.

IA 1040 Line 25 — Iowa EITC *

2025 Iowa EITC is 15% of qualifying federal EITC; enter the completed Iowa amount or 0.

IA 1040 Line 26 — Other Refundable Credits *

Enter 0 if none.

IA 1040 Line 27 — Composite / PTET Credit *

Enter 0 if none.

IA 1040 Line 29 — Estimated / Other Payments *

Enter 0 if none. Iowa withholding above remains Line 28.

IA 1040 Line 35 — Underpayment Penalty *

Enter exact IA 2210 amount or 0.

IA 1040 Line 36 — Other Penalty / Interest *

Enter 0 if none.

Amended Return or Other Material Iowa Special Item? *

Colorado 2025 — State-Specific Details

These questions appear only for Colorado tax year 2025. DR 0104 starts with the federal taxable income already calculated by the audited federal engine, then applies exact Colorado additions and DR 0104AD subtractions. The estimator uses the official 2025 tax table through $50,000 and the 4.4% worksheet above $50,000, plus exact completed-return amounts for special credits, TABOR, repayment, and penalties when applicable. DR 0104PN, other-state-credit, special DR 0104TN EITC, amended, and other material special cases are held instead of guessed.

Full-Year Colorado Resident? *

Part-year/nonresident DR 0104PN cases are held for review.

DR 0104 — Total Additions to Federal Taxable Income *

Enter the exact 2025 additions total, including 0.

DR 0104AD — Total Subtractions *

Enter the exact completed 2025 subtraction total, including 0.

DR 0104 Line 14 — Alternative Minimum Tax *

Enter the exact DR 0104AMT result or 0.

DR 0104 Line 15 — Recapture of Prior-Year Credits *

Enter 0 if none.

DR 0104 Lines 17–20 — Supported Nonrefundable Credits *

Enter exact current-year credits used, excluding credit for tax paid to another state. Enter 0 if none.

DR 0104 Line 22 — Required Credit Repayment *

Enter the exact DR 0619 repayment from lines 4 and 11, or 0.

DR 0104 Lines 29, 30 & 32 — Direct Refundable Credits *

Exact conservation-easement, vehicle/truck, and DR 0619 direct credits not included in DR 0104CR. Enter 0 if none.

DR 0104 Line 38 — TABOR State Sales Tax Refund *

Enter the exact 2025 TABOR amount from the completed return, including 0 if not eligible.

DR 0104CR Line 1 — Colorado Child / Family Affordability Credit *

Enter the exact completed DR 0104CN amount or 0.

DR 0104CR Line 2 — Child/Dependent Care Credit *

Enter the exact completed DR 0347 amount or 0.

Federal EITC Amount for Standard Colorado EITC *

For the standard path, 2025 Colorado EITC is 50% of the federal EITC. Enter 0 if none.

DR 0104CR — Other Refundable Credits *

Exclude the child credit, child/dependent-care credit, and standard Colorado EITC entered above.

Special DR 0104TN EITC Case Applies? *

Select Yes for ITIN/SSN or under-age-25 cases that use DR 0104TN instead of the standard federal-EITC amount.

DR 0104CR Part II — Credit for Tax Paid to Another State? *

Yes requires the other-state return and Colorado limitation calculation, so it is held for review.

DR 0104 Line 24 — Non-W-2 Colorado Withholding *

Enter W-2G/1099 Colorado withholding not already included in State Tax Withheld above.

DR 0104 Line 25 — Prior-Year Estimated-Tax Carryforward *

DR 0104 Line 26 — Quarterly Estimated Payments *

DR 0104 Line 27 — Extension Payment *

DR 0104 Line 28 — Other Prepayments *

Enter applicable beneficiary, partnership/S-corporation, or real-estate withholding/prepayments, including 0.

DR 0104 Line 44 — Delinquent Payment Penalty *

Enter exact amount or 0.

DR 0104 Line 45 — Delinquent Payment Interest *

Enter exact amount or 0.

DR 0104 Line 46 — Estimated Tax Penalty *

Enter exact DR 0204 amount or 0.

Penalty and interest fields are exact completed-return amounts; the estimator does not manufacture late-payment calculations.

Overpayment Applied to 2026 *

Capped at the available Colorado overpayment.

Colorado Voluntary Contributions — Total *

Contributions reduce a refund and can increase an amount owed.

Amended Return or Other Material Colorado Special Item? *

Utah 2025 — State-Specific Details

These questions appear only for Utah tax year 2025. TC-40 starts with federal AGI, applies TC-40A additions/subtractions, taxes Utah taxable income at 4.5%, then applies the Utah taxpayer tax credit. The estimator also applies the qualified-exempt-taxpayer worksheet, the 2025 child tax credit and standard 20% Utah EITC. Complex TC-40B, other-state-credit, special married-couple, amended, and other material special cases are held instead of guessed.

Full-Year Utah Resident? *

Part-year/nonresident TC-40B cases are held for review.

TC-40 Line 5 — TC-40A Part 1 Additions *

Enter the exact 2025 additions total, including 0.

TC-40 Line 7 — State Tax Refund in Federal Income *

Enter federal Schedule 1 Line 1 amount when applicable; otherwise 0.

TC-40 Line 8 — TC-40A Part 2 Subtractions *

TC-40 Line 2d — Utah Dependent Count *

Utah counts a qualifying child born in 2025 again on Line 2c, so use the exact Line 2d count.

TC-40 Line 12 — Federal Standard/Itemized Deduction *

Enter the exact federal deduction amount used by TC-40 Line 12.

TC-40 Line 14 — State/Local Income Tax in Itemized Deductions *

Enter 0 if the federal standard deduction was used.

Line 21 Worksheet — Federal Base Standard Deduction *

Use the worksheet amount before age/blind additions; enter the dependent-limited amount if applicable. The audited federal engine supplies the enhanced senior deduction separately.

TC-40A Code 57 — Municipal Bond Interest *

This is the code 57 portion of additions used in Utah credit worksheets; enter 0 if none.

Federal Form 1040 Line 2a — Tax-Exempt Interest *

Utah Child Credit — Qualifying Children Age 5 or Younger *

Count only children who qualify for the federal child tax credit and were no more than age 5 on Dec. 31, 2025.

Federal EITC Amount *

Utah's standard 2025 credit is 20% of federal EITC, limited to Utah W-2 wages.

Total Utah W-2 Box 16 Wages *

TC-40A Part 3 — Other Nonrefundable Credits *

Enter exact Part 3 credits other than the child tax credit and Utah EITC calculated here, including retirement/Social Security/military credits when applicable.

TC-40A Part 4 — Nonapportionable Nonrefundable Credits *

Exclude credit for income tax paid to another state; that case is screened separately.

TC-40S / Other-State Income-Tax Credit Applies? *

Yes requires the other state's return and Utah limitation calculation, so it is held for review.

Special Married-Couple Calculation / Filing Code 9? *

TC-40 Line 28 — Voluntary Contributions *

TC-40 Line 30 — Low-Income Housing Credit Recapture *

TC-40 Line 31 — Utah Use Tax *

Enter the exact completed use-tax amount. Utah local rates vary, so the estimator does not guess the rate.

TC-40 Line 33 — Other Utah Withholding *

Enter 1099/mineral-production/pass-through withholding not already included in State Tax Withheld.

TC-40 Line 34 — Utah Income Tax Prepaid *

TC-40 Line 36 — Nonapportionable Refundable Credits *

TC-40 Line 37 — Apportionable Refundable Credits *

TC-40 Line 40 — Penalty and Interest *

Enter the exact amount or 0; the estimator does not manufacture late-payment calculations.

TC-40 Line 43 — Voluntary Subtractions from Refund *

my529 deposits and/or amount applied to 2026; capped at the available refund.

Amended Return or Other Material Utah Special Item? *

Idaho 2025 — State-Specific Details

These questions appear only for Idaho tax year 2025. Form 40 starts with federal AGI, applies Form 39R additions/subtractions, uses the larger allowable Idaho deduction, subtracts federal Form 1040 Lines 13a and 13b deductions, then applies Idaho's official 5.3% tax worksheet. Complex Form 43, other-state-credit, NOL, claim-of-right, amended, and other material cases are held instead of guessed.

Full-Year Idaho Resident? *

Part-year/nonresident returns require Form 43 and are held for review.

Form 40 Line 8 — Form 39R Additions *

Form 40 Line 10 — Form 39R Subtractions *

Form 40 Line 15 — Idaho Itemized Deduction *

Federal Schedule A after removing the state/local income or general sales tax required by Idaho. Enter 0 if not itemizing.

Form 40 Line 16 — Idaho Standard Deduction *

Use the exact 2025 Idaho amount, including age/blind/dependent adjustments when applicable.

Form 40 Line 18 — Federal Lines 13a + 13b *

Includes federal QBI plus applicable Schedule 1-A deductions such as enhanced senior, qualified tips, overtime, and car-loan interest after Idaho's 2025 conformity update.

Idaho Child Tax Credit — Children Age 16 or Younger *

2025 credit is $205 per qualifying child, limited by remaining Idaho income tax.

Form 40 Line 21 — Other-State Tax Credit Applies? *

Yes requires Form 39R and the other state's return, so the estimate is held.

Form 40 Line 22 — Form 39R Credits *

Enter exact charitable/live-organ credit total or 0.

Form 40 Line 23 — Business Income Tax Credits *

Form 40 Line 27 — Fuels Use Tax *

Form 40 Line 28 — Sales/Use Tax Due *

Form 40 Line 29 — Credit Recapture *

Form 40 Line 30 — QIE Recapture *

Form 40 Line 31 — Permanent Building Fund Tax *

Normally $10; enter the exact line amount because exceptions exist.

Form 40 Lines 33–40 — Donations *

Form 40 Line 42 — Parental Choice Tax Credit *

Enter only an awarded and qualified 2025 amount; otherwise 0.

Form 40 Line 43 — Food Tax Credit *

Enter the exact official worksheet result. The standard full-year amount is generally $155 per qualifying person, but disqualified months and receipt-based claims can change it.

Form 40 Line 44 — Maintaining-a-Home Credit *

Form 40 Line 45 — Fuels Tax Refund *

Form 40 Line 46 — Non-W-2 Idaho Withholding *

Enter 1099/other Idaho withholding not already included in State Tax Withheld (W-2 Box 17).

Form 40 Line 47 — Form 51 / Prior-Year Credit *

Form 40 Line 48 — Entity Paid/Withheld/ABE *

Form 40 Line 49 — Tax Reimbursement Incentive Credit *

Form 40 Line 52 — Penalty & Interest *

Form 40 Line 53 — Prior-Year Nonrefundable Credit *

Form 40 Line 56 — Apply Overpayment to 2026 *

Idaho NOL / Form 56 Applies? *

Yes is held for separate NOL review.

Claim-of-Right / Idaho Worksheet CR Applies? *

Amended, Dual-Status/Nonresident-Alien, or Other Material Idaho Special Item? *

Montana 2025 — State-Specific Details

These questions appear only for Montana tax year 2025. Form 2 starts with federal AGI, subtracts the exact federal deduction amount Montana uses, applies Schedule I additions/subtractions and the age-65 subtraction, then separately taxes ordinary income and net long-term capital gains. Schedule II allocation, other-state credits, special EITC reduction, NOL/loss carryforwards, amended, and other material special cases are held instead of guessed.

Full-Year Montana Resident? *

Part-year, nonresident, and mixed-residency returns require Schedule II and are held for review.

Form 2 Line 2 — Federal Deduction *

Exact federal Form 1040 Lines 12e + 13b amount used by Montana. Do not include federal QBI Line 13a.

Form 2 Tax Worksheet — Net Long-Term Capital Gains *

Generally the applicable federal Schedule D long-term gain amount; enter 0 if none.

Schedule I Line 7 — Montana Additions *

Schedule I Line 24 — Montana Subtractions *

Enter the exact completed Schedule I total; the separate age-65 subtraction is calculated from the ages already entered above.

Schedule III — Other Nonrefundable Credits *

Exclude credit for tax paid to another state/country; that situation is screened separately.

Other-State/Country Income Tax Credit Applies? *

Yes requires Schedule III limitation details and the other jurisdiction return, so the estimate is held.

Form 2 Lines 11b–11e — Other Withholding/PTE Credits *

1099, K-1 PTE credit/withholding, and loan-out withholding. W-2 Box 17 is State Tax Withheld above.

Form 2 Line 12 — Estimated Payments *

Form 2 Line 13 — Prior-Year Overpayment Applied *

Form 2 Line 14 — Extension Payment *

Federal EITC Used for Montana Line 15 *

Standard full-year resident Montana EITC is 10% of this federal amount.

Form 2 Line 16 — Elderly Homeowner/Renter Credit *

Enter exact completed Schedule 2EC amount or 0; the estimator does not recreate the household/rent/property-tax worksheet.

Form 2 Line 17 — Other Refundable Credits *

Form 2 Line 19 — Schedule IV Other Taxes/Contributions *

Enter exact Schedule IV total for contributions, penalties, interest, and other taxes, including 0.

Form 2 Line 24 — Apply Overpayment to 2026 *

Capped at the available overpayment.

Form 2 Line 25 — 529/529A Refund Deposit *

Capped at the overpayment remaining after any amount applied to 2026.

Montana NOL / Capital or Passive Loss Carryforward Applies? *

Yes requires separate carryforward tracking and is held instead of guessed.

Amended Return or Other Material Montana Special Item? *

North Dakota 2025 — State-Specific Details

These questions appear only for North Dakota tax year 2025. Form ND-1 starts from the exact signed federal taxable-income amount. If federal Form 1040 Line 15 displays $0 but the underlying amount is negative, enter that negative amount here. North Dakota's official $50-band tax table applies below $100,000 and the rate schedules apply at $100,000 or more. ND-1NR, ND-1CR, ND-1FA, ND-1CS, amended/NOL, and other material special cases are held instead of guessed.

Full-Year North Dakota Resident? *

Part-year/nonresident returns require Schedule ND-1NR and are held for review.

Form ND-1 Line 1b — Federal Taxable Income *

Exact signed amount for North Dakota purposes. A negative amount is allowed even when federal Form 1040 Line 15 displays zero.

Form ND-1 Line 2 — Gift/Endowment Credit Adjustment *

Schedule ND-1SA — Other Additions *

Line 5 — U.S. Obligation Interest *

Line 6 — Net Long-Term Capital Gain Exclusion *

Enter the exact completed Form ND-1 Line 6 amount rather than a loosely related federal gain field.

Line 7 — Eligible Native American Exempt Income *

Line 8 — Railroad Retirement Benefits *

Line 9 — Peace Officer Retirement Exclusion *

Line 11 — Military Pay Exclusion *

Line 12 — College SAVE Contribution *

Calculator applies the 2025 limit: $5,000, or $10,000 for MFJ/QSS.

Federal Qualified Dividends for Line 13 *

North Dakota subtracts 40% for a full-year resident.

Line 14 — Military Retirement Exclusion *

Line 15 — Social Security Benefit Exclusion *

Schedule ND-1SA — Other Subtractions *

Line 23 — Schedule ND-1TC Other Credits *

Exclude the other-state/local income-tax credit; that case is screened separately.

Line 26 — 1099/K-1/Other Withholding *

W-2 Box 17 withholding is entered in State Tax Withheld above; do not duplicate it here.

Line 27 — Estimated/Extension/Prior-Year Payments *

Line 30 — Apply Overpayment to 2026 *

Line 31 — Contributions from Overpayment *

Line 34 — Penalty & Interest *

Line 35 — Contributions Added to Balance Due *

Line 37 — Underpayment Interest *

Schedule ND-1CR Other-State/Local Credit Applies? *

Yes is held because the other jurisdiction return and limitation calculation are required.

Form ND-1FA Farm-Income Averaging Applies? *

Schedule ND-1CS Sold Research Credit Applies? *

Amended, NOL/Carryback, Fiscal-Year, Nonresident-Alien, or Other Material North Dakota Special Item? *

New Mexico 2025 — State-Specific Details

These questions appear only for New Mexico tax year 2025. PIT-1 starts with federal AGI, applies exact New Mexico adjustments and deductions, then uses the official 2025 $100-band tax table through $100,000 and the high-income computation table above $100,000. PIT-B allocation, Schedule CC, lump-sum tax, other-state credit, amended, and other material special cases are held rather than guessed.

Full-Year New Mexico Resident? *

Part-year, first-year, and nonresident returns require PIT-B and are held for review.

PIT-1 Line 12 — Federal Deduction *

Enter the exact federal Form 1040/1040-SR Line 12 amount used for New Mexico.

PIT-1 Line 10 — State/Local Income Tax Addback *

Use the exact New Mexico worksheet result; do not infer it from itemized deductions.

PIT-1 Line 11 — PIT-ADJ Additions *

PIT-1 Line 15 — PIT-ADJ Deductions/Exemptions *

Enter the exact completed PIT-ADJ total, including retirement, Social Security, military, 529, medical, capital-gain, and other supported deductions as applicable.

PIT-1 Line 21 — PIT-CR Nonrefundable Credits *

PIT-1 Line 24 — PIT-RC Total Credits/Rebates *

Enter exact PIT-RC Line 26 total, including child income tax credit and other applicable PIT-RC items.

Federal EITC / NM WFTC Base Amount *

New Mexico WFTC is 25% of the eligible federal EITC amount. For an NM expansion case, enter the exact federal-EITC-equivalent amount allowed by the worksheet.

WFTC Special TIN/Age Expansion Case? *

PIT-1 Line 26 — PIT-CR Refundable Credits *

Line 27 — Other General NM Withholding *

Enter W-2G/1099/1099-R/1099-NEC/1099-MISC withholding not already entered in State Tax Withheld above. Do not include oil/gas or PTE withholding here.

Line 28 — Oil & Gas Proceeds Withholding *

Line 29 — PTE Withholding/Entity/Composite Tax *

Line 30 — 2025 Estimated Payments *

Include any 2024 overpayment applied to 2025 as required by PIT-1 instructions.

Line 31 — Other Payments *

Line 34 — Estimated-Tax Underpayment Penalty *

Line 36 — Late Penalty *

Line 37 — Interest *

Line 40 — PIT-D Refund Contributions *

Line 41 — Apply Overpayment to 2026 *

PIT-B Allocation/Apportionment Applies? *

A full-year resident can still need PIT-B for certain income or losses outside New Mexico.

Schedule CC Alternative Tax Applies? *

Line 19 Lump-Sum Distribution Tax? *

Line 20 Credit for Tax Paid to Another State? *

Amended/PIT-X or Other Material NM Special Item? *

California 2025 — State-Specific Details

These questions appear only for California tax year 2025. Full-year resident Form 540 starts with federal AGI, uses signed Schedule CA adjustments, the exact California deduction, official tax table/rate schedules, exemption credits, credits/payments, use tax, health-coverage penalty, and refund allocations. Form 540NR and material special cases are held instead of guessed.

Full-Year California Resident? *

California Filing Status Matches Federal? *

Registered Domestic Partner Rules Apply? *

Schedule CA Amount to Form 540 Line 14 *

Exact signed amount. A negative value is allowed when the completed Schedule CA produces one.

Schedule CA Amount to Form 540 Line 16 *

Exact signed amount. A negative value is allowed when the completed Schedule CA produces one.

Form 540 Line 18 Deduction Method *

Exact Form 540 Line 18 Deduction *

For a dependent taxpayer, use the exact completed California dependent standard-deduction worksheet amount.

Line 7 Personal Count *

Line 8 Blind Count *

Line 9 Senior Count *

Line 10 Dependent Count *

Form 540 Line 47 Nonrefundable Credits *

Line 61 Alternative Minimum Tax *

Line 63 Other Taxes / Credit Recapture *

Other Line 71 Withholding (not W-2 Box 17) *

Line 72 Estimated / Other Payments *

Line 73 Forms 592-B / 593 Withholding *

Line 74 Refundable Credit *

Line 75 CalEITC *

Line 76 Young Child Credit *

Line 77 Foster Youth Credit *

Line 91 Use Tax *

Line 92 Individual Shared Responsibility Penalty *

Line 98 Apply to 2026 *

Line 110 Contributions *

Line 112 Interest / Late Penalties *

Line 113 Underpayment Penalty *

Capital Construction Fund Adjustment? *

FTB 3800 or FTB 3803 Applies? *

Schedule G-1 / FTB 5870A Applies? *

Schedule S Other-State Credit? *

Claim-of-Right Credit? *

Amended or Other Material Special Case? *

Oregon 2025 — State-Specific Details

These questions appear only for Oregon tax year 2025. Full-year Form OR-40 starts with federal AGI, uses Oregon additions/subtractions and the exact Oregon deduction, then applies the official 2025 tax table/rate charts, credits, kicker, payments, and refund calculations. Part-year/nonresident and material special cases are held instead of guessed.

Full-Year Oregon Resident? *

Oregon Filing Status Matches Federal? *

Registered Domestic Partner Rules Apply? *

OR-40 Line 8 — Oregon Additions *

Exact Schedule OR-ASC addition total; enter 0 if none.

Line 10 — Federal Tax Liability Subtraction *

Use the completed 2025 Oregon federal tax liability worksheet. The AGI phaseout maximum is validated.

Line 11 — Social Security / Tier 1 RRB *

Line 12 — Oregon Refund Subtraction *

Line 13 — Other Oregon Subtractions *

Exact Schedule OR-ASC subtraction total other than Lines 10–12; enter 0 if none.

OR-40 Deduction Method *

Exact Line 16 or 17 Deduction *

Enter the exact Oregon amount, including age/blind/dependent adjustments when applicable.

Line 21 — Installment-Sale Interest *

Line 22 — Oregon Tax Recaptures *

Line 25 — Exemption Credit *

Enter the exact completed exemption credit, including AGI limitation and disability rules.

Line 26 — Political Contribution Credit *

Line 27 — Other Standard Credits *

Line 30 — Carryforward Credits *

Line 32 — 2025 Oregon Kicker *

2025 kicker is 9.863% of qualified 2024 Oregon tax liability. Enter the exact completed Line 32 amount.

Line 33 — Other Oregon Withholding *

Enter Oregon withholding not already included in W-2 Box 17 above.

Line 34 — Prior-Year Refund Applied *

Line 35 — 2025 Estimated / Extension Payments *

Line 36 — PTE Owner Estimated Payments *

Federal EITC Amount for Oregon Line 37 *

Standard Oregon EIC is 9% of federal EITC, or 12% if the youngest qualifying dependent was under age 3.

Line 38 — Oregon Kids Credit *

Enter the exact completed Line 38 amount, including 0.

Line 39 — Other Refundable Credits *

Lines 43–45 — Penalty / Interest Total *

Refund Applied / Donated — Total *

Exact total of overpayment amounts applied to next year, donations, or other refund applications; enter 0 if none.

Farm / Farm Capital Gain / OR-PTE Alternate Tax Method? *

Credit for Tax Paid to Another State? *

Special ITIN Oregon EIC Case? *

Separate Oregon Transit-Tax Filing Applies? *

Amended / Oregon NOL / Other Material Special Item? *

Washington 2025 — Capital Gains & Working Families Credit

Washington has no broad individual wage-income tax, but 2025 can include the state capital-gains excise tax and the Working Families Tax Credit. Enter the exact Washington capital-gains base after allocation/exempt-asset adjustments. The estimator applies the 2025 $278,000 standard deduction, charitable deduction rules, 7%/9.9% rates, exact credits/payments, and exact WFTC amount. Complex allocation, MFS/RDP, and material special cases are held instead of guessed.

Full-Year Washington Resident? *

Registered Domestic Partner Rules Apply? *

WA Allocation / Exempt-Asset Adjustments Completed? *

Use the completed Washington amount after removing exempt assets and applying Washington sourcing/allocation rules.

Washington Capital Gains Before Deductions *

Exact signed Washington capital-gains amount after allocation/exempt-asset adjustments and before the statutory deductions.

2025 Standard Deduction

Applied automatically. MFS/RDP cases are held because the combined deduction must be allocated.

Constitution / Federal-Law Deduction *

Enter exact completed amount or 0.

Qualified Family-Owned Small Business Deduction *

Enter exact completed RCW 82.87.070 deduction or 0.

2025 Qualifying Charitable Donations *

Deduction is donations above $278,000, capped at $111,000.

Credit — Tax Paid to Another Jurisdiction *

Enter the exact completed nonrefundable Washington credit or 0.

2025 B&O / Capital-Gains Double-Tax Credit *

Beginning with tax year 2025, enter the exact qualifying B&O tax credit amount or 0.

Washington Capital-Gains Payments *

Exact payments/prepayments already made for tax year 2025; enter 0 if none.

2025 Working Families Tax Credit *

Enter the exact completed WFTC amount, 0 if none. 2025 maximum is $1,330.

Capital-Gains Penalty / Interest *

Enter exact amount or 0.

Other Material Washington Capital-Gains Special Case? *

Hawaii 2025 — Resident Form N-11 Details

Hawaii uses federal AGI, Hawaii additions/subtractions, its own deduction and exemptions, and the official 2025 tax table/rate schedules. Enter exact completed amounts where requested; complex special worksheets are held rather than guessed.

Full-Year Hawaii Resident? *

Hawaii Filing Status Matches Federal? *

Select No for a Hawaii-only filing-status difference, including civil-union treatment requiring separate analysis.

Hawaii Additions *

Exact total Hawaii additions to federal AGI; enter 0 if none.

Hawaii Subtractions *

Exact total Hawaii subtractions; enter 0 if none.

Hawaii Deduction Method *

2025 standard deduction: $4,400 Single/MFS; $6,424 HOH; $8,800 MFJ/QSS.

Number of $1,144 Hawaii Exemption Units *

Enter the exact Form N-11 exemption-unit count, including any age-65 additional exemption units.

Certified $7,000 Disability Exemption? *

Alternative Capital-Gains Tax Worksheet May Apply? *

PTE Tax Credit / 2025 PTE Adjustment? *

Credit for Tax Paid to Another State? *

Amended / Other Material Hawaii Special Case? *

Other Hawaii Taxes *

Exact other tax from the completed N-11 path; enter 0 if none.

Nonrefundable Hawaii Credits *

Exact completed nonrefundable credit total; enter 0 if none.

Refundable Hawaii EITC *

Enter the exact completed 2025 refundable Hawaii EITC, or 0.

Other Refundable Hawaii Credits *

Includes exact completed refundable credits such as Form N-311 when applicable; enter 0 if none.

Hawaii Estimated Payments *

Other Hawaii Payments *

Hawaii Penalty / Interest *

Exact amount or 0.

Delaware 2025 — Resident PIT-RES Details

Delaware starts with federal AGI, applies Delaware additions/subtractions and its own deduction, then uses the official 2025 $50-band tax table below $60,000 or the state tax schedule at $60,000 or more. The supported path is full-year resident Single, Married Filing Jointly, or Head of Household. Separate-return, other-state-credit, lump-sum, amended, and other material special cases are held rather than guessed.

Full-Year Delaware Resident? *

Delaware Filing Status Matches Federal? *

MFS/combined-separate and qualifying-surviving-spouse mapping are held for separate review.

Delaware Additions *

Exact total PIT-RES Section A additions; enter 0 if none.

Delaware Subtractions *

Exact total PIT-RES Section B subtractions, including any qualifying pension exclusion; enter 0 if none.

Delaware Deduction Method *

2025 standard deduction: $3,250 Single/HOH; $6,500 MFJ.

PIT-STC Lump-Sum Distribution Tax Applies? *

Credit for Tax Paid to Another State Applies? *

Qualified Volunteer Firefighter Credit Count *

$1,000 per qualifying taxpayer/spouse; enter 0 if none.

Federal Form 2441 Credit *

Delaware child-care credit is 50%, capped at $3,000. Enter 0 if none.

Other Delaware Nonrefundable Credits *

Exact completed amount excluding personal, age-60, volunteer-firefighter, child-care, and EITC amounts handled here.

Federal Earned Income Credit *

Delaware Schedule II applies the 4.5% refundable / 20% nonrefundable computation automatically.

Estimated Tax / Extension Payments *

Delaware S-Corporation Payments *

REW-EST Real-Estate Capital-Gains Payments *

Other Delaware Refundable Credits *

Exact supported refundable credit total other than the Delaware EITC; enter 0 if none.

Delaware Penalty / Interest *

Exact amount or 0.

Amended / Other Material Delaware Special Case? *

Connecticut 2025 — State-Specific Details

These questions appear only for Connecticut tax year 2025. The estimator follows the full-year resident CT-1040 path, uses the official 2025 Tax Calculation Schedule Tables A-E, and requires exact completed-return amounts for items the nationwide estimator cannot safely derive. CT-1040NR/PY, filing-status exceptions, other-state credits, amended returns, and other material special cases are held instead of guessed.

Full-Year Connecticut Resident? *

Connecticut Filing Status Matches Federal? *

CT-1040 Line 2 — Schedule 1 Additions *

Enter exact Schedule 1 Line 38; enter 0 if none.

CT-1040 Line 4 — Schedule 1 Subtractions *

Enter exact Schedule 1 Line 50; enter 0 if none.

Credit for Tax Paid to Another Jurisdiction? *

Yes requires Schedule 2 and the other jurisdiction's return, so the estimate is held for review.

Federal Alternative Minimum Tax Required for 2025? *

Line 11 — Property Tax Credit *

Exact Schedule 3 Line 68; maximum $300. Enter 0 if none.

Line 13 — Allowable Credits *

Exact Schedule CT-IT Credit Part 1 Line 10; enter 0 if none.

Line 15 — Individual Use Tax *

Exact Schedule 4 Line 69. Connecticut requires 0 when none is due.

Line 19 — Estimated Tax Payments *

Line 20 — CT-1040 EXT Payment *

Lines 20b-20d — Other Refundable Credits *

Exact total of Claim of Right, PE Tax, and Historic Homes credits; enter 0 if none.

Federal Earned Income Credit Claimed and Allowed? *

Lines 23, 24 & 24a — Total Overpayment Allocations *

Total applied to 2026 estimated tax, CHET, and charitable contributions; enter 0 if none.

Penalty / Interest *

Enter exact CT-1040 penalty/interest total, including estimated-tax interest, or 0.

Amended Return or Other Material Connecticut Special Item? *

Maine 2025 — State-Specific Details

These questions appear only for Maine tax year 2025. The estimator follows the supported full-year resident Form 1040ME path, applies exact Schedule 1A/1S modifications, calculates Maine's 2025 deduction and exemption phaseouts, uses the official tax rate schedules, and calculates the standard resident dependent exemption credit and Maine EIC. Schedule NR/NRH, MFS, other-jurisdiction credit, special Maine-only EIC, amended returns, and other material special cases are held instead of guessed.

Full-Year Maine Resident? *

Maine Filing Status Follows Federal? *

1040ME Line 15a — Schedule 1A Additions *

Enter the exact 2025 Schedule 1A additions total; enter 0 if none.

1040ME Line 15b — Schedule 1S Subtractions *

Enter the exact 2025 Schedule 1S subtractions total; enter 0 if none.

2025 Federal Deduction Method *

Federal itemizers complete Maine Schedule 2. Maine then uses the larger allowable standard or itemized amount before the Maine phaseout.

Taxpayer Legally Blind? *

Age 65+ is taken from the age already entered. Blindness affects Maine's additional standard deduction.

1040ME Line 20a — Tax Credit Recapture *

Enter exact completed amount or 0.

Schedule A Line 14 — Credit for Tax Paid to Another Jurisdiction? *

Yes requires the other jurisdiction's return and Maine limitation worksheet, so the estimate is held.

Schedule A — Other Nonrefundable Credits *

Enter exact allowable Schedule A nonrefundable credits excluding the other-jurisdiction credit; enter 0 if none.

Federal Earned Income Credit Claimed and Allowed? *

Schedule A Line 9 — Other Refundable Credits *

Enter refundable Schedule A credits other than the dependent exemption credit and Maine EIC calculated here; enter 0 if none.

1040ME Line 25d — Property Tax Fairness Credit *

Exact Schedule PTFC/STFC Line 16, or 0.

1040ME Line 25e — Sales Tax Fairness Credit *

Exact Schedule PTFC/STFC Line 17/17a, or 0.

1040ME Line 25a — Non-W-2 Maine Withholding *

Enter 1099/1099ME withholding not already included in State Tax Withheld (W-2 Box 17) above; enter 0 if none.

1040ME Line 25b — Other Payments *

Exact 2025 estimated payments, prior-year credit, extension payment, and Maine real-estate withholding included on Line 25b; enter 0 if none.

1040ME Line 30 — Maine Use Tax *

Enter the exact completed Line 30 amount, including 0. This avoids guessing the percentage method and large-item rules.

1040ME Line 30a — Casual Rental Sales Tax *

Enter exact tax collected, up to $2,000; amounts above $2,000 require a separate sales/use tax return.

1040ME Line 31 — Contributions / Park Passes *

1040ME Line 32 — Underpayment Penalty *

Exact Form 2210ME amount or 0.

1040ME Line 34a — Overpayment Applied to 2026 *

Capped at the available overpayment.

Amended Return or Other Material Maine Special Item? *

Maryland 2025 — State-Specific Details

These questions appear only for Maryland tax year 2025. The estimator follows the supported full-year resident Form 502 path, uses Maryland's mandatory tax table below $100,000 and 2025 state/local rules, and holds material allocation or special-form situations instead of guessing.

Full-Year Maryland Resident? *

Maryland Filing Status Matches Supported Federal Status? *

Maryland County / Baltimore City *

Form 502 — Total Maryland Additions *

Form 502 — Total Maryland Subtractions *

Form 502 Line 17 Deduction Method *

Taxpayer Blind? *

Dependents Age 65+ *

Form 502 Line 20a / Form 502CG — Net Capital Gain Subject to Additional Tax *

Enter the exact Form 502CG amount after exclusions. Must be 0 when federal AGI is $350,000 or less.

Form 502 Line 1b — Earned Income *

Exact Maryland earned-income amount used for the poverty-credit worksheet.

Federal Earned Income Credit *

Federal EITC Qualifying Children *

Maryland-Only EITC Eligibility (ITIN / Minimum-Age Exception)? *

Maryland Child Tax Credit — Dependents Under 6 *

Maryland Child Tax Credit — Disabled Dependents Age 6–16 *

Other Supported Maryland Nonrefundable Credits *

Other Supported Maryland Refundable Credits *

Other Maryland / Local Withholding *

Estimated / Extension / Other Maryland Payments *

Form 502 Voluntary Contributions *

Form 502 Underpayment / Late Interest *

First-Time Homebuyer Withdrawal Penalty *

Overpayment Applied to 2026 *

Credit for Tax Paid to Another State? *

Military / Special Maryland Filing or Residency Treatment? *

Amended Return or Other Material Maryland Special Item? *

Massachusetts 2025 — State-Specific Details

These questions appear only for Massachusetts tax year 2025. The estimator follows the full-year resident Form 1 core path, uses the official 5% table/rate, No Tax Status and Limited Income Credit, the 4% surtax threshold, and exact completed Massachusetts schedule amounts where the nationwide estimator cannot safely derive them. Part-year/nonresident, special filing-status, optional 5.85% election, other-jurisdiction-credit, amended, and material special cases are held rather than guessed. Federal Qualifying Surviving Spouse is mapped to Massachusetts Head of Household for this supported path.

Full-Year Massachusetts Resident? *

Massachusetts Filing-Status Exception Applies? *

Elect Optional 5.85% Rate? *

Form 1 Line 10 — Total 5% Income *

Form 1 Line 16 — Total Deductions *

Massachusetts AGI Worksheet Line 7 *

Use the exact resident worksheet amount for No Tax Status / Limited Income Credit. Do not substitute federal AGI.

Taxpayer Legally Blind? *

Age 65+ is taken from the age already entered.

Line 2e — Medical/Dental Exemption *

Line 2f — Adoption Exemption *

Form 1 Line 20 / Schedule B Line 38 *

Line 23a — 8.5% Income *

Line 23b — 12% Income *

Line 24 — Long-Term Capital Gains Tax *

Enter the exact completed Schedule D tax amount, or 0.

Line 25 — Credit Recapture *

Line 26 — Installment-Sale Additional Tax *

Schedule B Line 37 — Surtax Income *

Schedule D Line 21 — Surtax Income *

Federal EITC Claimed? *

Child & Family Tax Credit — Qualifying Individuals *

2025 resident credit is $440 per qualifying individual.

Line 31 — Other Nonrefundable Credits *

Line 44 — Senior Circuit Breaker Credit *

Enter exact Schedule CB credit or 0; 2025 maximum is $2,820.

Line 47 — Other Refundable Credits *

Line 33 — Voluntary Contributions *

Line 34 — Use Tax *

Line 35 — Health Care Penalty *

Other MA Withholding (1099/Other) *

Line 39 — Prior-Year Overpayment Applied *

Line 40 — Estimated Payments *

Line 41 — Extension Payment *

Line 49 — Excess PFML Withholding *

Line 50 — MA Real-Estate Withholding *

Interest / Penalty Affecting Result *

Line 53 — Apply Overpayment to 2026 *

Credit for Taxes Paid to Another Jurisdiction? *

Amended Return or Other Material Massachusetts Special Item? *

New Jersey 2025 — State-Specific Details

These questions appear only for New Jersey tax year 2025. The estimator follows the supported full-year resident NJ-1040 path, requires exact New Jersey-defined gross income and deductions, uses the mandatory 2025 tax table below $100,000 and official rate schedules above it, compares the property-tax deduction with the $50 credit, and calculates supported refundable credits without substituting federal income definitions for New Jersey rules.

Full-Year New Jersey Resident? *

NJ Filing-Status Exception Applies? *

Select Yes for a New Jersey status differing from the ordinary federal-status path, including applicable civil-union/nonresident-spouse situations.

Qualified Domestic Partner Exemption? *

Taxpayer Blind or Disabled? *

Taxpayer Qualified Veteran? *

Dependents Attending College — Additional Exemption *

Count only dependents qualifying for the additional $1,000 New Jersey college exemption.

NJ-1040 Line 29 — New Jersey Gross Income *

Enter the exact New Jersey-defined Line 29 amount. Do not substitute federal AGI or federal wages.

Eligible for NJ Property-Tax Deduction/Credit? *

Line 31 — Medical Expense Deduction *

Line 32 — Alimony Deduction *

Line 33 — Qualified Conservation Deduction *

Line 34 — Health Enterprise Zone Deduction *

Line 35 — Alternative Business Calculation Adjustment *

Line 36 — Organ/Bone Marrow Donation Deduction *

Line 37a — NJBEST Deduction *

Line 37b — NJCLASS Deduction *

Line 37c — Tuition Deduction *

Lines 46–48 — Other Nonrefundable Credits *

Line 51 — Use Tax *

Line 52 — Underpayment Interest *

Line 53c — Shared Responsibility Payment *

Enter the exact completed-return amount or 0; the nationwide estimator does not infer health-coverage exemptions.

Other NJ Withholding Included on Line 55 *

Line 57 — Estimated/Extension/Prior-Year Credit *

Federal EITC Claimed/Allowed? *

NJ-Only EITC Eligibility Without Federal EITC? *

Includes New Jersey's age exception where a federal EITC was not actually allowed.

Line 59 — Excess UI/WF/SWF Credit *

Line 60 — Excess DI Credit *

Line 61 — Excess FLI Credit *

Line 62 — Wounded Warrior Caregivers Credit *

Line 63 — Pass-Through BAIT Credit *

Federal Child/Dependent Care Credit *

Used to calculate NJ-1040 Line 64 based on New Jersey taxable income.

NJ Child Tax Credit — Dependents Age 5 or Younger *

Line 69 — Credit to 2026 *

Lines 70–77 — Charitable Contributions Total *

Credit for Taxes Paid to Other Jurisdiction? *

Amended Return or Other Material NJ Special Item? *

New York 2025 — State-Specific Details

These questions appear only for New York tax year 2025. The supported path follows a full-year resident IT-201, uses exact New York additions/subtractions, official 2025 deductions, tax tables/rate schedules and household credit, and asks for exact completed-form amounts where New York requires a separate worksheet or specialized credit calculation.

Full-Year New York State Resident? *

NY Filing-Status Exception Applies? *

IT-201 Line 34 Deduction *

IT-201 Line 21 — NY Additions *

IT-201 Line 31 — NY Subtractions *

Full-Year Local Resident Status *

Part-Year NYC/Yonkers Residency During 2025? *

On a Joint Return, Did Spouses Have Different NYC/Yonkers Residency? *

Yonkers Nonresident Wages / Self-Employment? *

IT-201 — Other NYS Nonrefundable Credits *

IT-201 Line 45 — Net Other NYS Taxes *

IT-201 Line 54e — MCTMT *

Enter 0 when the Metropolitan Commuter Transportation Mobility Tax does not apply.

IT-201 Line 59 — Sales / Use Tax *

Enter the exact 2025 IT-201 Line 59 amount, or 0 if none. If the optional chart applies, calculate it from the official 2025 instructions first; large items, business/rental/royalty purchases, and other special situations may require a separate sales/use-tax calculation.

Empire State Credit — Children Under 4 *

Empire State Credit — Children Age 4–16 *

IT-201 Line 64 — NYS Child/Dependent Care Credit *

Federal EITC Claimed? *

Noncustodial-Parent NY EIC Situation? *

IT-201 Line 67 — Real Property Tax Credit *

IT-201 Line 68 — College Tuition Credit *

Other NY Refundable Credits *

Other NY Withholding *

2025 NY Estimated Payments *

NY Extension Payment *

IT-201 Line 60 — Voluntary Contributions *

Penalty / Interest Affecting Result *

Apply Overpayment to 2026 *

Credit for Tax Paid to Another State/Canada? *

Amended Return or Other Material NY Special Item? *

Rhode Island 2025 — State-Specific Details

For a supported full-year resident RI-1040. Use exact completed Schedule/form amounts where requested; enter 0 when none applies. Part-year/nonresident, MFS, amended, and material special cases are held rather than guessed.

Full-year Rhode Island resident? *

Any Rhode Island filing-status exception? *

RI Schedule M Line 3 — Net Modification *

Enter the exact signed net modification: positive for a net increase, negative for a net decrease, or 0.

Federal Schedule 3 Line 2 — Child/Dependent Care Credit *

Rhode Island Schedule I generally allows 25%, capped by RI income tax.

RI-1040 Line 9b — Exact Other-State Credit *

RI-1040 Line 9c — Other RI Credits *

RI-1040 Line 10b — Credit Recapture *

RI-1040 Line 11 — Checkoff Contributions *

RI-1040 Line 12a — Use/Sales Tax *

RI-1040 Line 12b — Individual Mandate Penalty *

Enter the exact 2025 Shared Responsibility Worksheet amount, or 0.

Claimed federal EITC? *

RI-1040 Line 14c — Property Tax Relief Credit *

RI-1040 Line 14e — Residential Lead Paint Credit *

Other RI Withholding / Schedule W Amounts *

Do not duplicate the Rhode Island withholding already entered in the main State Tax Withheld field.

RI-1040 Line 14b — Estimated Payments + 2024 Applied *

RI-1040 Line 14f — Other / Extension Payments *

RI-1040 Line 15b — Underestimating Interest *

RI-1040 Line 18 — Apply Overpayment to 2026 *

Amended return or another material RI special item? *

Vermont 2025 — IN-111 Details

Use exact 2025 Vermont return/schedule amounts where requested. This supported path is for ordinary full-year residents; material Schedule IN-113, recomputed/civil-union, renter-credit-to-income-tax, amended, and other special cases are held rather than guessed.

Full-year Vermont resident? *

Recomputed federal, cannabis recomputation, civil-union, or other Vermont filing-status exception? *

IN-111 Line 2 — Schedule IN-112 Part I Line 19 Net Modifications *

Enter the exact signed amount, including 0. It may be negative.

Federal Form 1040 Standard-Deduction Boxes Checked *

Vermont adds $1,250 for each applicable age/blind standard-deduction box. Enter the exact federal box count.

U.S. Obligation Interest Included in Federal AGI *

Used only for Vermont's 3% minimum-tax comparison when federal AGI exceeds $150,000. Enter 0 when none.

IN-111 Line 9 — Schedule IN-119 Part I Net Tax Adjustment *

Enter the exact signed amount, including 0.

IN-111 Line 11 — Qualifying Charitable Contributions *

Vermont credit is 5% of the first $20,000, maximum $1,000.

Does IN-111 Line 15 require less than 100% using Schedule IN-113? *

Includes Vermont-exempt military pay and other IN-113 adjustments.

IN-111 Line 17 — Credit for Tax Paid to Other State/Canadian Province *

IN-111 Line 18 — Schedule IN-119 Part II Credits *

IN-111 Line 21 — Child Care Contribution *

Enter the exact worksheet amount, including 0.

IN-111 Line 22 — Vermont Use Tax *

IN-111 Line 24e — Voluntary Contributions *

Federal Form 2441 Line 11 Child/Dependent Care Credit *

Vermont refundable credit is 72%.

Vermont Child Tax Credit Qualifying Children (born 2019–2025) *

Federal EITC claimed? *

Eligible for the 2025 Vermont Veteran Tax Credit? *

Requires a qualifying discharge/separation record. Credit is income-limited.

Using Vermont RCC-146 Renter Credit to pay income-tax liability? *

Other Vermont Withholding for IN-111 Line 26a *

Do not duplicate withholding already entered in the main State Tax Withheld field.

IN-111 Line 26b — Estimated + Prior-Year Applied + Extension Payments *

IN-111 Line 26d — RW-171 Real Estate Withholding *

IN-111 Line 26e — K-1VT Entity Payments *

IN-111 Line 31 — Underpayment Interest/Penalty *

IN-111 Line 28a — Credit to 2026 Estimated Tax *

IN-111 Line 28b — Credit to 2026/27 Homestead Property Tax Bill *

Amended return or another material Vermont special item? *

District of Columbia 2025 — D-40 Details

For ordinary full-year resident 2025 D-40 planning. Use exact completed federal/DC schedule amounts where requested. Part-year/nonresident, MFS/Calculation J, other-jurisdiction credit, D-30, noncustodial EITC, amended, and other material special cases are held rather than guessed.

Full-year District resident? *

Combined-separate/registered-domestic-partner or other DC filing-status exception? *

D-40 Line 17 Deduction Method *

DC requires the same standard-versus-itemized choice used on the federal return.

Taxpayer blind for Schedule S additional standard deduction? *

D-40 Line 5 — Franchise Tax Addback *

D-40 Line 6 — Schedule I Other Additions *

D-40 Line 9 — Taxable State/Local Refunds *

D-40 Line 10 — Taxable Social Security / Tier 1 RR *

D-40 Line 11 — Income Taxed on DC Franchise/Fiduciary Return *

D-40 Line 12 — DC/Federal Survivor Benefits *

D-40 Line 13 — Unemployment Benefits *

D-40 Line 14 — Schedule I Other Subtractions *

Federal Form 2441 Credit for D-40 Line 21 *

District credit is 32% for this full-year resident path.

D-40 Line 22 — Schedule U Nonrefundable Credits *

Everyone fully covered or fully exempt all year for DC health responsibility? *

Claiming 2025 DC EITC? *

Claiming 2025 Schedule H property-tax credit? *

D-40 Line 29 — Other Schedule U Refundable Credits *

Enter exact completed refundable credits, including Schedule ELC when applicable.

Other DC Withholding Not Already in Main State Withholding *

D-40 Line 32 — Estimated Payments + 2024 Applied *

D-40 Line 33 — FR-127 Extension Payment *

D-40 Line 39 — Apply Overpayment to 2026 *

D-40 Line 40 — D-2210 Underpayment Interest *

D-40 Line 41 — Schedule U Contributions *

Credit for tax paid to another jurisdiction applies? *

D-30/unincorporated-business situation applies? *

Schedule N noncustodial-parent EITC applies? *

Amended return or another material DC special item? *

Kansas 2025 — State-Specific Details

These questions appear only for Kansas tax year 2025. K-40 starts with federal AGI, applies Schedule S Part A modifications, the exact Kansas deduction and 2025 exemptions, then the official Kansas tax table/rate schedule. Other-state credit, Schedule S Part B, separate property-tax refund claims, amended, and other material special cases are held instead of guessed.

Full-Year Kansas Resident? *

Part-year/nonresident Schedule S Part B cases are held for review.

K-40 Line 4 Deduction Method *

K-40 Line 2 — Net Schedule S Modifications *

Exact signed Schedule S Part A Line A27 amount. Enter 0 if none; this amount may be negative.

K-40 Line 4 — Kansas Deduction *

Enter the exact 2025 standard-deduction worksheet amount or completed Kansas Schedule A amount.

K-40 Line 11 — Kansas Lump-Sum Distribution Tax *

Enter the completed Kansas amount or 0. This avoids guessing KPERS proration.

2025 Dependent Children Born During Year *

Each qualifying child adds $2,320 beyond the regular dependent exemption.

2025 Stillbirth Additional Exemptions *

Qualified Disabled-Veteran Exemptions *

2025 additional exemption is $2,320 for each qualifying taxpayer/spouse.

Federal Form 2441 Credit Allowed *

Kansas resident Line 14 credit is 50% of this federal credit. Enter 0 if none.

K-40 Line 15 — Other Credits *

Enter exact completed total or 0. The discontinued food-sales credit is not available for tax year 2025.

Federal EITC Amount *

Kansas EITC is 17% and can split between nonrefundable and refundable portions.

K-40 Line 13 — Other-State/Local Tax Credit Applies? *

Yes requires the other jurisdiction return and Kansas limitation worksheet, so it is held for review.

Separate K-40H/K-40PT/K-40SVR Property-Tax Refund Claim? *

Those claims use separate calculations and are reviewed separately so a state refund is not omitted.

K-40 Line 19 — Non-W-2 Kansas Withholding *

Enter withholding from 1099 and other forms. W-2 Box 17 withholding comes from State Tax Withheld above.

K-40 Line 20 — Estimated Tax / Prior-Year Credit *

K-40 Line 21 — Extension Payment *

Other Refundable Kansas Credits *

Enter refundable credits other than the calculated Kansas EITC and K-120S PTET credit, including 0.

K-40 Line 25 — K-120S PTET Credit *

K-40/K-210 Estimated-Tax Penalty *

K-40 Interest *

K-40 Late-Payment Penalty *

Overpayment Applied to 2026 *

Capped at the available overpayment.

K-40 Voluntary Contributions — Total *

Contributions reduce a refund and can increase an amount owed.

Amended Return or Other Material Kansas Special Item? *

Nebraska 2025 — State-Specific Details

These questions appear only for Nebraska tax year 2025. Form 1040N starts with federal AGI, uses Nebraska's own deduction and Schedule I adjustments, applies the official 2025 Tax Calculation Schedule, resident exemption credits, other tax, credits, payments, and exact use tax. Schedule II/III and other material special cases are held instead of guessed.

Full-Year Nebraska Resident? *

Partial-year/nonresident Schedule III returns are held for separate review.

Schedule II — Credit for Tax Paid to Another State Applies? *

Yes requires the other state's return and Nebraska conversion-chart details, so the estimate is held for review.

Form 1040N Line 6 — Nebraska Standard Deduction *

Enter the exact 2025 amount from Nebraska's chart/dependent rule.

Line 7 — Federal Schedule A Line 17 *

Enter 0 if not itemizing federally.

Line 8 — State/Local Income Taxes *

Enter Schedule A Line 5a income tax; enter 0 if general sales tax was used.

Line 12 — Schedule I Adjustments Increasing Federal AGI *

Exact Schedule I Line 13 total; enter 0 if none.

Line 13 — Schedule I Adjustments Decreasing Federal AGI *

Exact Schedule I Line 44 total; Social Security and other Nebraska subtractions are captured here.

Line 16a — Federal Lump-Sum Tax *

Enter 0 if none.

Line 16b — Federal Early-Distribution Tax *

Nebraska other tax is 29.6% of Lines 16a + 16b.

Lines 20–33 — Other Nonrefundable Credits *

Exclude Line 18 personal-exemption credit, which is calculated automatically; Schedule II Line 19 is not supported in this path.

Line 35 Worksheet — Federal Tax Before Credits *

Exact worksheet Line 3 amount. It limits Nebraska tax when net Nebraska AGI adjustments are under $5,000.

Line 37 — Other-Form Nebraska Withholding *

Total Nebraska withholding from W-2G, 1099-R, 1099-MISC, 1099-NEC, and other federal forms. Enter 0 if none.

Line 36 W-2 Nebraska withholding comes from the State Tax Withheld (Box 17) amount entered above.

Line 38 — K-1N Withholding *

Line 39 — PTET Credit *

Line 40 — Estimated / Extension Payments *

Line 41 — Form 3800N Refundable Credit *

Line 42 — Child/Dependent Care Refundable Credit *

Line 43 — Beginning Farmer Credit *

Line 44 — Federal EITC Amount *

Nebraska resident EITC is 10% of the qualifying federal credit. Enter 0 if none.

Lines 45–51 — Other Refundable Credits *

Enter the exact combined amount or 0.

Line 56 — Underpayment Penalty *

Line 58 — Exact State/Local Use Tax *

Enter the completed amount or 0. Local use-tax rates are not guessed.

Use Tax Requires Separate Nebraska Form 3? *

Choose Yes for multiple local jurisdictions or an applicable Good Life District situation; those cases are held for separate review.

Federal NOL Carryforward Requires Nebraska EITC Special Worksheet? *

Line 61 — Apply Overpayment to 2026 *

Enter 0 if none.

Line 62 — Wildlife Donation *

Enter 0 if none.

Amended Return or Other Material Nebraska Special Item? *

Minnesota 2025 — State-Specific Details

These questions appear only for Minnesota tax year 2025. Form M1 starts with federal AGI, uses exact Minnesota additions and subtractions, applies Minnesota's own deduction/exemption phaseouts and official tax table/rate schedules, and uses completed schedule amounts for AMT, NIIT/other taxes, and credits instead of guessing special schedules.

Full-Year Minnesota Resident? *

Part-year and nonresident cases require Schedule M1NR and are held for separate review.

Short-Period Return or Nonresident-Alien Standard-Deduction Restriction? *

Form M1 Line 2 — Additions *

Exact Schedule M1M Line 10 + Schedule M1MB Line 9. Enter 0 if none.

Schedule M1NC Federal Adjustments Affect Minnesota Worksheet AGI? *

Form M1 Line 4 — Use Minnesota Itemized Deductions? *

Form M1 Line 6 — State Income Tax Refund *

Amount included on federal Schedule 1 line 1; enter 0 if none.

Form M1 Line 7 — Other Subtractions *

Exact Schedule M1M Line 40 + Schedule M1MB Line 22, including Social Security subtraction when properly calculated.

Form M1 Line 11 — Alternative Minimum Tax *

Exact Schedule M1MT amount, or 0.

Form M1 Line 14a — Other Taxes *

Exact combined M1HOME/M1529/M1LS/NIIT amount, or 0. Minnesota NIIT is 1% on Minnesota net investment income over $1 million.

Form M1 Line 14b — Advance Child Tax Credit Repayment *

Enter exact reconciliation amount, or 0.

Form M1 Line 16 — Schedule M1C Nonrefundable Credits *

Enter exact Schedule M1C Line 19, or 0. Other-state-credit cases are screened separately below.

Form M1 Line 18 — Nongame Wildlife Contribution *

Enter 0 if none.

Form M1 Line 21 — Estimated / Extension Payments *

Minnesota withholding continues to use the regular State Tax Withheld field above.

Form M1 Line 22 — Schedule M1REF Refundable Credits *

Exact Schedule M1REF Line 14. This can include Child/Working Family credits, renter's credit, education credit, and other completed refundable credits.

Form M1 Line 27 — Schedule M15 Penalty *

Enter exact amount, or 0.

Form M1 Line 28 — Other Penalty / Interest *

Enter exact amount, or 0.

Tax Paid to Another State / Wisconsin Credit / Michigan or North Dakota Reciprocity Issue? *

M1CR/M1RCR and reciprocity cases require the other jurisdiction's source and tax details and are held for review.

Amended Return or Other Material Minnesota Special Item? *

Wisconsin 2025 — State-Specific Details

These questions appear only for Wisconsin tax year 2025. Form 1 begins with federal AGI, then applies Wisconsin Schedule I, Schedule AD, and Schedule SB adjustments. The estimator uses the official 2025 Wisconsin standard-deduction table, exemptions, and Form 1 tax-table/tax-computation method rather than a generic state formula.

Full-Year Wisconsin Resident (and Spouse if MFJ)? *

For a joint Form 1, both spouses must be full-year Wisconsin residents or otherwise qualify to elect Wisconsin residence. Part-year/nonresident cases use Form 1NPR and are held for separate review.

Short-Period Return or Federal Form 4563 / U.S.-Possessions Exclusion? *

These cases do not use the ordinary Wisconsin standard deduction and are held for review.

Form 1 Line 2 — Schedule I Net Adjustment *

Enter exact Schedule I Line 3. This amount may be positive or negative. Enter 0 if none.

Form 1 Line 4 — Schedule AD Additions *

Enter exact Schedule AD Line 33, or 0.

Form 1 Line 6 — Schedule SB Subtractions *

Enter exact Schedule SB Line 50, or 0. This can include Wisconsin retirement and Social Security subtractions when properly calculated.

Does Schedule SB Include the New 2025 Age-67 Retirement-Income Subtraction (up to $24,000 / $48,000)? *

If Yes, Wisconsin does not allow tax credits on Form 1 Lines 13–20 or 30–35 for that return. The exact subtraction itself stays inside the Schedule SB total above.

Form 1 Lines 13–20 — Exact Nonrefundable Credits Total *

Enter the completed total of Wisconsin nonrefundable credits, including 0 when none applies. Do not include a tax-paid-to-another-state credit if the separate review screen below is Yes.

Federal EIC Used for Wisconsin Earned Income Credit? *

Wisconsin EIC is refundable and requires at least one qualifying child.

Form 1 Lines 31–35 — Other Refundable Credits *

Exact completed total excluding Wisconsin EIC on Line 30. Enter 0 if none.

Form 1 Line 23 — Sales / Use Tax Due *

Enter the exact completed amount, including 0. County/city rates can vary by purchase location/date, so the estimator does not guess the amount.

Form 1 Line 24 — Donations *

Enter 0 if none.

Form 1 Lines 25–26 — Penalties / Credit Repayments *

Enter the exact combined completed amount, including 0.

Form 1 Line 29 — Estimated / Extension Payments + 2024 Applied Amount *

Wisconsin withholding continues to use the regular State Tax Withheld field above.

Form 1 Line 44 — Underpayment Interest *

Use the exact Schedule U amount, or 0. Payment timing can change this figure, so it is not guessed.

Credit for Tax Paid to Another State or Wisconsin Reciprocity Issue? *

Other-state tax credits and reciprocal earned-income cases require the other jurisdiction's source and tax information and are held for review.

Amended Return or Other Material Wisconsin Special Item? *

Michigan 2025 — State-Specific Details

These questions appear only for Michigan tax year 2025. The estimator follows the full-year resident MI-1040 path, applies Schedule 1 adjustments and 2025 exemption allowances, and holds Schedule NR, Detroit/local-city, separate refundable-credit, and other material special cases instead of guessing.

Full-Year Michigan Resident? *

Schedule 1 Other Additions *

Enter additions other than the deductible federal self-employment-tax amount. The estimator adds back the federal-engine amount automatically.

Taxable Social Security Included in Federal AGI *

Schedule 1 Other Subtractions *

Exclude taxable Social Security entered separately. Enter other ordinary Schedule 1 subtractions that you can identify from your 2025 Michigan information. Form 4884 / Michigan standard-or-senior deductions are screened separately below.

Special Exemptions *

Deaf, blind, or qualifying disability exemptions at $3,400 each.

Qualified Disabled Veterans *

Additional $500 exemption per qualifying person.

Certificates of Stillbirth *

$5,800 exemption for each qualifying 2025 certificate claimed.

Federal Earned Income Tax Credit Claimed? *

Michigan's 2025 refundable EITC equals 30% of the federal EITC.

Form 4884 Retirement/Pension or Michigan Standard/Senior Deduction Applies? *

Select Yes if a retirement/pension subtraction requires Form 4884 or a Michigan standard/senior deduction worksheet. Those rules depend on birth year, benefit type, and other facts.

2025 PA 24 Federal-Decoupling Business Adjustment Applies? *

Examples include Michigan adjustments for federal business-interest, depreciation, research/experimental-cost, Section 179, or other OB3 decoupling provisions.

Other-State Credit / Business Allocation Applies? *

Michigan City Income-Tax Return Applies (including Detroit)? *

Michigan Use Tax Due? *

Estimated / Extension / Prior-Year Credit-Forward Payments

Include 2025 MI-1040ES payments, qualifying extension payments, and 2024 credit-forward applied to 2025.

Homestead / Heating / Farmland or Other Separate Refundable Credit? *

Other Michigan Credit, NOL/Capital-Gain Adjustment, FTE Item, Penalty, Contribution, Amended Item, or Material Special Schedule? *

West Virginia 2025 — State-Specific Details

These questions appear only for West Virginia tax year 2025. The estimator follows the full-year resident IT-140 path, uses the official 2025 tax table/rate schedules, and holds material Schedule A, Schedule E, refundable-credit, and special-schedule cases instead of guessing.

Full-Year West Virginia Resident? *

This supported path is for a full-year resident IT-140. Schedule A allocation and special nonresident returns require review.

Schedule M Total Additions *

Enter Schedule M total increasing modifications. Enter 0 if none.

Schedule M Other Subtractions *

Enter total decreasing modifications other than the taxable Social Security amount entered separately below. Enter 0 if none.

Taxable Social Security Included in Federal AGI *

Enter only the Social Security benefits included in federal AGI. For 2025, West Virginia subtracts 100% at or below the AGI threshold and 65% above it.

Earned Income for Low-Income Exclusion Worksheet

Needed only when federal AGI is $10,000 or less ($5,000 MFS). Use wages/salary/tips plus qualifying net self-employment earned income; enter 0 if there was no earned income.

Tax-Exempt Interest Not Already in WV Additions *

Used only for the 2025 Family Tax Credit modified-federal-AGI test. Enter 0 if none.

Federal Alternative Minimum Tax Paid? *

Federal AMT disqualifies the West Virginia Family Tax Credit.

Federal Form 2441 Child/Dependent Care Credit? *

West Virginia allows 50% of the federal Form 2441 credit.

Credit for Tax Paid to Another State? *

Yes requires Schedule E limitation calculations and is held for review.

West Virginia Purchaser's Use Tax Due? *

2025 Estimated Tax + WV4868 Extension Payments

Form IT-140 line 16. Include any prior-year overpayment carried forward that belongs on this line.

Other WV Credits, Refundable Property Credits, Penalty, Donations, or Special Items? *

Select Yes for other Tax Credit Recap credits, motor-vehicle/disabled-veteran/small-business property credits, adoption/senior/homestead credits, underpayment penalty, amended-return items, donations, next-year credit elections, or another material WV-only item.

Virginia 2025 — State-Specific Details

These questions appear only for Virginia. The estimator uses the 2025 full-year resident Form 760, starts with federal adjusted gross income, and uses direct Virginia schedule amounts when the federal estimator does not contain the exact state figure.

Full-Year Virginia Resident? *

Part-year residents generally use Form 760PY and nonresidents use Form 763. Those cases are held for review.

Did You Itemize on the Federal Return? *

Virginia generally requires the same standard-versus-itemized choice as the federal return.

Schedule ADJ Total Additions *

Form 760 Line 2 / Schedule ADJ Line 3. Enter 0 when none apply.

Age Deduction *

Enter the Form 760 Line 4 amount from the Virginia age-deduction rules/worksheet. Enter 0 when none applies.

Taxable Social Security / Tier 1 Railroad Benefits *

Form 760 Line 5. Enter only the amount taxable on the federal return; enter 0 if none.

State Income Tax Refund Included in Federal AGI *

Form 760 Line 6. Enter 0 when no state/local income-tax refund or overpayment was included in federal income.

Schedule ADJ Other Subtractions *

Form 760 Line 7 / Schedule ADJ Line 7, excluding the separately entered age, Social Security/Tier 1, and state-refund amounts. Enter 0 if none.

Schedule ADJ Other Deductions *

Form 760 Line 13 / Schedule ADJ Line 9. Enter 0 if none.

Age 65-or-Older Exemption Count *

$800 additional exemption per qualifying taxpayer/spouse. For non-joint returns the supported maximum is 1.

Blind Exemption Count *

$800 additional exemption per qualifying taxpayer/spouse. For non-joint returns the supported maximum is 1.

Virginia Low-Income / EITC Credit *

Only one of these income-based credits may be claimed. For 2025, Virginia EITC is based on 20% of the federal EITC, subject to the Virginia rules.

Credit for Tax Paid to Another State? *

Yes requires Schedule OSC and the other state's return and is held for review.

Virginia Consumer's Use Tax Due? *

Virginia 2025 Estimated Tax Payments

2024 Overpayment Applied to 2025

Virginia Extension Payment

Other Virginia Withholding

Use for Virginia withholding not already included in the main state-withholding field.

Other Virginia Credits, Penalties, Contributions, or Special Items? *

Select Yes for Schedule CR credits, addition to tax/penalty/interest, voluntary contributions, an overpayment-to-next-year election, or another material Virginia-only item. Those cases are held for review.

South Carolina 2025 — State-Specific Details

These questions appear only for South Carolina. The estimator starts with 2025 federal taxable income and applies confirmed SC1040 additions, subtractions, resident credits, and payments.

Full-Year South Carolina Resident? *

Part-year, nonresident, and mixed-residency cases can require Schedule NR or a residency election and are held for review.

Credit for Income Tax Paid to Another State? *

Yes requires other-state return and SC1040TC detail and is held for review.

SC1040 Total Additions *

Enter the total South Carolina additions to federal taxable income. Enter 0 when none apply.

SC1040 Other Subtractions *

Enter total South Carolina subtractions other than the dependent-under-6 deduction and dependent exemption calculated below. Include retirement, military, Social Security, capital-gain, federal-obligation, age-65, and other SC subtractions when applicable. Enter 0 if none.

SC Child & Dependent Care Credit Applies? *

For a full-year resident, South Carolina uses 7% of the federal child/dependent-care expense, subject to the state maximum.

Federal Earned Income Tax Credit Claimed? *

Full-year South Carolina residents may claim a nonrefundable SC EITC equal to 125% of the federal EITC.

South Carolina Use Tax Due? *

Use Tax depends on where purchases are used and applicable local rates.

SC Estimated Tax Payments

SC Extension Payment

Other SC Withholding (1099, etc.)

Other SC Credits, Taxes, Special Withholding, or Special Schedules? *

Select Yes for other SC1040TC credits, refundable/tuition credits, I-335 active-business tax, lump-sum tax, catastrophe-account tax, I-290 withholding, or another material South Carolina item.

Oklahoma 2025 questions: These appear only for Oklahoma. The estimator uses the official 2025 Form 511 tax table and asks for Oklahoma line amounts where federal AGI alone is not enough.

Full-Year Oklahoma Resident for 2025? *

This supported path is for the resident Form 511. Part-year and nonresident returns use Form 511-NR.

Form 511 Line 4 Out-of-State Property/Business Income? *

Line 4 can trigger Schedule 511-E proration of deductions and exemptions. Out-of-state wages alone are not Line 4 income.

Did You Itemize on the 2025 Federal Return? *

Oklahoma requires the same deduction method used on the federal return.

Form 511 Line 7 — Oklahoma Adjusted Gross Income *

Enter Line 7 after Oklahoma Schedule 511-A subtractions and Schedule 511-B additions. This captures Social Security/retirement and other Oklahoma-specific income rules without guessing.

Form 511 Line 9 — Oklahoma Income After Adjustments *

Enter Line 9 after Schedule 511-C adjustments. Line 9 must not exceed Line 7 in this supported path.

Regular Exemptions on Form 511 *

Enter the taxpayer/spouse regular exemption boxes actually claimed (0–2). Each exemption is $1,000.

Oklahoma-Qualifying Dependents *

Enter the number of dependent exemptions claimed for Oklahoma. Each qualifying dependent adds a $1,000 exemption.

Qualifying Age-65 Special Exemptions

Enter 0–2 only for taxpayer/spouse age 65+ who meet Oklahoma's Federal-AGI limit for the filing status. Each is $1,000.

Legally Blind Exemptions *

Enter 0–2 for taxpayer/spouse legally blind exemptions. Each is $1,000.

Federal Child Care or Child Tax Credit Applies? *

For Federal AGI of $100,000 or less, Oklahoma may allow the greater of 20% of the federal child-care credit or 5% of total federal child tax credit, with AGI proration when required.

Oklahoma Earned Income Credit Applies? *

Oklahoma uses 5% of a federal EIC recalculated under federal 2020 EIC rules, then prorates by Oklahoma AGI/Federal AGI.

Oklahoma Use Tax

Enter Form 511 line 19 use tax, or 0 if you certify no Oklahoma use tax is due.

Other Oklahoma Credits, Additional Taxes, or Special Payments? *

Select Yes for Form 511-TX, Form 511-CR credits, 538-H/538-S relief, Parental Choice credits, natural-disaster credits, farm averaging, HSA/additional tax, recapture, amended-return payments, or another material Oklahoma item.

Oklahoma Estimated Tax Payments

Enter 2025 Oklahoma estimated income-tax payments, including any 2024 overpayment applied to 2025.

Oklahoma Extension Payment

Enter any payment made with Oklahoma Form 504-I for 2025. Enter 0 if none.

ℹ Arkansas 2025 questions: These appear only for Arkansas. The estimator uses the 2025 AR1000F regular tax table and asks for Arkansas line amounts where federal AGI alone is not enough.

Full-Year Arkansas Resident for 2025? *

This supported path is for a full-year resident AR1000F. Part-year and nonresident returns use AR1000NR and require Arkansas income allocation.

Other Arkansas Credits, Additional Taxes, or Special Schedules? *

Select Yes for AR1000TC credits, tax paid to another state, lump-sum distribution tax, federal Form 5329 additional tax, child-care/early-childhood credits, NOL/PTE items, or another Arkansas-only item that can change the result.

AR1000F Line 23 — Total Income *

Enter the Arkansas 2025 Line 23 amount after applying Arkansas income rules. This prevents the estimator from guessing state-specific exclusions.

AR1000F Line 25 — Arkansas Adjusted Gross Income *

Enter the Arkansas 2025 Line 25 amount after Arkansas adjustments. It must not exceed Line 23 in this supported planning path.

Arkansas Itemized Deductions

Enter the Arkansas AR3 itemized-deduction amount, or 0 to use the standard deduction when allowed. For MFS, enter your already-allocated Arkansas itemized amount.

Arkansas-Qualifying Dependents *

Enter the dependent count that qualifies for Arkansas Form AR1000F Line 7B. Arkansas dependent rules can differ from the federal count.

AR1000F Line 7A Additional $29 Credit Boxes

Count only the applicable age-65, deaf, blind, and 65-special boxes from Line 7A. Do not include the normal taxpayer/spouse credit, Head of Household/Surviving Spouse status credit, or dependent credits; those are handled separately.

Arkansas Estimated Tax Payments

Enter 2025 Arkansas estimated income-tax payments only.

Arkansas Extension Payment

Enter any Arkansas 2025 extension payment. Enter 0 if none.

ℹ Mississippi 2025 questions: These appear only for Mississippi and help account for the state's filing exemptions, age/blind exemptions, deduction choice, retirement exclusions, and separate $10,000 zero-rate bands.

Estimated Mississippi Itemized Deductions

Enter 0 to use the Mississippi standard deduction, or enter your estimated Mississippi Schedule A amount if larger.

Mississippi-Exempt Retirement / Social Security Included in Federal AGI

Enter only qualifying retirement, pension, annuity, or Social Security income included in federal AGI that Mississippi excludes.

Taxpayer Legally Blind?

Mississippi allows an additional $1,500 exemption for a blind taxpayer. Age 65+ is calculated automatically.

Federal Child / Dependent Care Credit Expected?

Mississippi may allow 25% of the federal dependent-care credit when federal AGI is $50,000 or less.

Other Mississippi-Specific Income Adjustments or Credits? *

Examples include credit for tax paid to another state, PTE tax credit, reservation-income exclusion, reforestation credit, or other Mississippi-only adjustments.

ℹ Kentucky 2025 questions: These appear only for Kentucky and help the estimator account for the state's family-size credit, retirement exclusion, itemized deduction choice, and personal credits.

Kentucky Family Size for the Family Size Tax Credit

Required only when income may qualify for Kentucky's Family Size Tax Credit. Family size is capped at 4 for this credit.

Estimated Kentucky Itemized Deductions

Enter 0 to use Kentucky's $3,270 standard deduction, or enter your estimated Kentucky itemized deduction total if larger.

Kentucky Taxable Retirement Income — Taxpayer

Enter taxable pension, IRA, annuity, 401(k), deferred compensation, or similar retirement income already included in federal AGI.

If retirement income exceeds $31,110, is any excess tied to federal/Kentucky government service or Tier 2 Railroad Retirement?

Select Yes when a Schedule P calculation may allow an exclusion above Kentucky's normal $31,110 per-taxpayer limit.

Other Kentucky-Specific Income Additions or Subtractions? *

Examples include non-Kentucky municipal bond interest, Kentucky K-1 adjustments, Social Security subtraction, or Kentucky depreciation differences not already handled above.

Federal Child and Dependent Care Credit Expected? *

Kentucky generally allows 20% of the federal Form 2441 Child and Dependent Care Credit.

Kentucky Taxpayer Additional Personal Credit

Age-65 credit is calculated automatically from the age entered above.

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Section B — Income

Annual gross amounts before any deductions

ℹ Add all W-2s together. Use Box 1 for wages, Box 3 for Social Security wages, Box 5 for Medicare wages, Box 6 for Medicare tax withheld, Box 2 for federal withholding, and Box 17 for state withholding.

W-2 Wages (Box 1) *

Total wages from all employers combined

Other Income

1099, freelance, rental, interest, dividends, etc.

ℹ W-2 payroll accuracy: If you entered W-2 wages above, enter Boxes 3, 5, and 6 below. These prevent Social Security wage-base and Additional Medicare Tax errors when you also have business income or higher wages.

Social Security Wages (Box 3)

Total Box 3 from all W-2s; enter 0 if your W-2 shows 0

Medicare Wages (Box 5)

Total Box 5 from all W-2s; enter 0 if your W-2 shows 0

Medicare Tax Withheld (Box 6)

Total Box 6 from all W-2s; includes regular and any Additional Medicare Tax withheld

Scholarships & Grants

Total scholarships and grants received

Qualified Education Expenses

Tuition, required fees, books and supplies

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Section C — Taxes Already Paid

Amounts withheld from your paychecks this year

Federal Tax Withheld (Box 2) *

Total federal income tax withheld across all W-2s

State Tax Withheld (Box 17) *

Total state income tax withheld across all W-2s

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Section D - Self-Employment

1099 income, side gigs, and business activity

Business income sources: The Free Tax Estimator supports 2 starting sources. Tax Watch Pro members can track up to 5 jobs, gigs, or business income sources during year-round updates.

Gig or Business Source 1

Source name

Income received

Uncategorized expenses

Use this only for an amount you have not placed into a category below.

Organize expenses by common business category

Important category reminder These categories organize your records. Greatest Business Solution LLC will determine the final tax treatment and return placement during professional tax preparation.

Advertising

Contract labor

Business insurance

Legal and professional fees

Office expense

Rent or lease — equipment

Repairs and maintenance

Supplies

Taxes and licenses

Business travel

Business meals

Utilities

Merchant and platform fees

Software and subscriptions

Business-use phone and internet

Other business expenses

Gig or Business Source 2 Optional

Source name

Income received

Uncategorized expenses

Use this only for an amount you have not placed into a category below.

Organize expenses by common business category

Important category reminder These categories organize your records. Greatest Business Solution LLC will determine the final tax treatment and return placement during professional tax preparation.

Advertising

Contract labor

Business insurance

Legal and professional fees

Office expense

Rent or lease — equipment

Repairs and maintenance

Supplies

Taxes and licenses

Business travel

Business meals

Utilities

Merchant and platform fees

Software and subscriptions

Business-use phone and internet

Other business expenses

Business Mileage

Enter total business miles for tax years that use one mileage rate.

Estimated Tax Payments

Not sure where an expense belongs? These categories organize your records. Greatest Business Solution LLC determines final tax treatment and return placement only during professional tax preparation.

Schedule a 15-Minute Tax Help Call The appointment calendar opens in a new tab, so your estimate stays open here.

Combined Federal + State Estimate

Estimate Completeness

🇺🇸

Federal

🏛

State

📊

Combined Total

Tax Year

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What This Means in Plain English

Your overall picture explained simply

Your Next Step

Want to Know What to Do Next?

Current estimate $0 Based on the information you entered

14-Day Preview Available

Tax Watch Pro

Keep your estimate updated when your income, withholding, job, business, or family changes.

Everything in the Free Tax Estimator plus 9 year-round tracking features

A few examples:

See what changed and why
Track your estimate throughout the year
Get reminders when your information needs an update

No automatic charge for the preview. Secure Client Portal access is created or connected before preview or checkout continues.

14-Day Preview Available

Pinnacle Tax Action Plan

See what you may need to adjust per paycheck, save each month, or prepare to pay quarterly.

Everything in Tax Watch Pro plus 18 additional Pinnacle features

Plus 18 additional Pinnacle features

Year-to-date gross business income totals
Tracked business-expense totals
Mileage deduction tracking
Net business income rollup
Recommended tax-savings reserve
Deposited tax-savings tracking
Estimated-tax payment tracking
Month and tax-year financial filters
Income-source detail rows and update history
Separated start and end trip addresses
Business, personal, commuting, and unclassified mileage totals
Daily odometer records with visible beginning and ending readings
Mileage CSV download
Expense categories and receipt organization
Quarterly-payment and W-2 withholding guidance
QBI, SEP-IRA, and Solo 401(k) planning comparisons
Before-and-after scenario comparisons
Downloadable Pinnacle Tax Action Plan

No automatic charge for the preview. Secure Client Portal access is created or connected before preview or checkout continues.

Choose the program that fits what you need. You may start a 14-day preview or purchase Monthly or Annual directly from this estimate page. The system will create or connect your Secure Client Portal before continuing. Compare all plans and benefits

One-Time Price: $29

Written Red Flag Review + Tax Savings Planner™ Bonus

$29

Your free estimate gives you the likely number. The paid review adds a professional written analysis of the key drivers, possible red flags, withholding concerns, dependent issues, and recommended next steps.

Bonus Included at No Additional Cost

Tax Savings Planner™

Your planner gives you a guided withholding checkup, quarterly-tax planning, what-if scenarios, tax-savings opportunities, and a personalized action plan.

Personalized Written Red Flag Review delivered by email
Key estimate drivers and withholding concerns explained
Dependent and working-child issues highlighted
Tax Savings Planner™ bonus included with purchase

Request a Tax Extension Prepare Contractor Forms 1099

The $29 review is not a filed return or full tax preparation. The Tax Savings Planner™ is included as a planning bonus.

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What Could Change This Estimate

Factors that may affect your actual return

✅

Recommendations

Personalized suggestions based on your situation

Secondary Option

Considering Full Tax Preparation?

Request a brief Tax Preparation Fit Call if you are seriously considering hiring Greatest Business Solution LLC to prepare your return. We will discuss the type of return, timing, document needs, and whether our preparation service is a good fit.

✔ Discuss tax-preparation needs and timing
✔ Confirm the likely service category
✔ Learn what documents may be needed
✔ Determine whether our service is a fit

This is not a free tax-advice session, document review, estimate review, or tax-planning appointment. Detailed estimate questions should be submitted through the $29 Written Red Flag Review.

🔒 Your information is confidential and will not be sold.

Request a Tax Preparation Fit Call

Complete this form only if you are considering paid tax preparation.

Tax Preparation Need *

Full Name *

Email Address *

Phone Number

I am considering hiring Greatest Business Solution LLC for paid tax preparation.

This request is for prospective tax-preparation clients. It is not a free tax-advice appointment.

📌

Important Disclaimers

Please read before making any financial decisions

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Tax Year • Greatest Business Solution LLC

Know Where Your Taxes Are Heading—and What to Do Next.

Free Tax Estimator

Tax Watch Pro

Pinnacle Tax Action Plan

See Why Each Level Is More Valuable

Real Help When an Estimate Is Not Enough

Tax Preparation

Written Tax Estimate Review

IRS Transcript Help

Contractor Forms 1099

Tax Extension

Tax Planning & Business Support

Installment Agreement Assistance

Get a realistic tax estimate before paying for full tax preparation.

Three clear steps from questions to estimate.

Tell us about your household

Add income and withholding

Review the result and next step

Tax guidance built for clarity, security, and action.

Plain-English results

Secure saved progress

Built for working households and business owners

A clear path to the next service

Start free. Add year-round guidance when it becomes useful.

Know where you stand

Track what changed

Know what to adjust

Your Tax Information

Your Tax Estimate

Want to Know What to Do Next?

Tax Watch Pro

Pinnacle Tax Action Plan

Written Red Flag Review + Tax Savings Planner™ Bonus

Considering Full Tax Preparation?

Know Where Your Taxes Are Heading—and What to Do Next.

Free Tax Estimator

Tax Watch Pro

Pinnacle Tax Action Plan

See Why Each Level Is More Valuable

Real Help When an Estimate Is Not Enough

Tax Preparation

Written Tax Estimate Review

IRS Transcript Help

Contractor Forms 1099

Tax Extension

Tax Planning & Business Support

Installment Agreement Assistance

Get a realistic tax estimate before paying for full tax preparation.

Three clear steps from questions to estimate.

Tell us about your household

Add income and withholding

Review the result and next step

Tax guidance built for clarity, security, and action.

Plain-English results

Secure saved progress

Built for working households and business owners

A clear path to the next service

Start free. Add year-round guidance when it becomes useful.

Know where you stand

Track what changed

Know what to adjust

Your Tax Information

Your Tax Estimate

Want to Know What to Do Next?

Tax Watch Pro

Pinnacle Tax Action Plan

Written Red Flag Review + Tax Savings Planner™ Bonus

Considering Full Tax Preparation?

Tax Updates That Matter