2018 tax refund estimator

Did you withhold enough in taxes this past year? Use this calculator to help determine whether you might receive a tax refund or still owe additional money to the IRS. Remember this is just a tax estimator so you should file a proper tax return to get exact figures.
Personal Tax Information
Tax filing status 
Taxable gross annual income subject to personal rates (W-2, unearned/investment, business income not eligible for 20% exemption amount, etc) ($) 
Qualified plan/IRA contribution ($) 
Itemized deductions (state/local and property taxes capped at $10,000) - $0 for Standard ($) 
Number of dependent children under 17 with SS# 
Number of non-child dependents 
Amount of gross income considered "unearned"/investment income ($) 
Are you (and your spouse if filing jointly) either blind or over age 65? 
Business/Self-Employed Income
Total company pass-through income ($) 
Individual company ownership (%) 
Total company capital assets ($) 
Total company W-2 wages ($) 
   

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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