Tax Return Calculator, Estimator For 2026

Get an early start on tax season by using the 2025 Tax Calculator due in 2026, to see your potential refund in minutes.

Attention: This page is being updated with the 2025 tax reform changes as of July 10, 2025. We will post an update here once the changes are complete.

2026 Return
Due in 2027

Tax Returns get filed in the subsequent year of the tax return tax year. For example, tax year 2026 gets filed in 2027 and so on. This tax return calculator and estimator is for tax year 2026 with tax returns due in 2027. Important: The 2026 standard deductions and 2026 tax brackets will be updated soon. All other values are based on 2025 tax year tax tables. Most of the other 2026 tax year data has not been finalized. As soon as new 2026 relevant tax data is released this tool will be updated.

Answer each question by either clicking on the options shown or by entering dollar ($) amounts or estimate values. For more help, click on the question mark symbol at the end of each question.
Contact a Taxpert® if you have Tax Withholding or Tax Return questions.

Tax Calculator, Refund Estimator for 2026 IRS Tax Returns Due in 2027

Estimated Results:    $0000

Select and click on your Filing Status below.
Do you qualify to claim one or more Dependent(s) on your tax return?
Enter your and your spouse's estimated or reported annual tax year income from all jobs and income sources. One income type is required in order to proceed to the next section.
Enter Your Tax Year Income Annual W-2, Paycheck based. Estimate is Ok. Do not include Paycheck Pre-Tax Deductions e.g. Health Expenses, 401K, Retirement etc.
Your Overtime Payment Enter the difference between your regular pay and
your overtime pay only. For example, if your regular hourly pay rate is
$20 and your overtime rate is $30, only enter the $10 hourly difference
multiplied by the overtime hours.
Your Tip Income 1. Enter the portion of your W-2(s) (Box 1) that was Tip Income here.
2. If your Tip Income is NOT already included in any other income section on this page e.g. W-2, 1099 etc. enter it here.
Your Spouse's Tax Year Income See instruction above under 01 Estimate is Ok
Your Tax Year Federal Taxes Withheld Enter all or total annual Tax Withholding: e.g. from W-2
or paycheck(s) and others. Include IRS tax estimate payments.
Withholding estimates are Ok.
Your Spouse's Tax Year Federal Taxes Withheld Add your spouse's annual Tax Withholding based on your W-2 or Paychecks. Estimate is Ok
Social Security Benefits, Income Form SSA or Form 1042S
Long Term Capital Gains / Losses Capital Losses? Click the "?" for help.
Short Term Capital Gains / Losses Capital Losses? Click the "?" for help.
Self-Employment Form 1099-NEC or 1099-MISC
Retirement Form 1099-R etc.
Interest / Dividends 1099-INT or 1099-DIV. Enter Qualified Dividends
above in the long-term capital gains section.

Additional Income

Refunds / Credits / Offsets
Farm Profit/Loss statement
All Tax Year Unemployment Income Add your and spouse from From 1099-G or Estimate
Rental / Real Estate Profit/Loss statement or 1099-MISC
Alimony
Qualified Business Income
Other Gains / Losses
Other Income

Adjustments to Income

Educator Expenses
Reservist / Performing Artists / Fee-basis Government Expenses
Health Savings Acct. (HSA) Contributions Form 5498-SA
Student Loan Interest / Tuition and Fees Form 1098-T
Pre-Tax IRA, 401-K Contributions Form 5498
Early Withdrawl of Retirement Penalty
Alimony Paid
Moving Expenses
Self-Employed Health Care Premiums
Self-Employed Retirement Plan Contributions
Charitable Contributions
Your Estimated AGI
$
Your Tax Year Standard Deduction for You and Your Spouse - Should You Choose Standard or Itemized?
Select Your Deduction Method
Standard Deduction
$

Additional Deduction

Qualified Business Income Deduction
Qualified car loan interest deduction
Are you responsible for any of these taxes or did you make any of these repayments for Tax Year 2026? Details.
Alternative Minimum Tax
First-Time Homebuyer Credit Repayment
Unreported Social Security/Medicare
Tax on IRAs / Other Savings Accounts
Premium Tax Credit Repayment
Household Employment Taxes
Other Taxes You Pay
Click on the Tax Credits Help below for instructions on the amounts to enter - details.
Earned Income Tax Credit (EITC)
$
Child Tax Credit
Additional Child Tax Credit
Credit for Other Dependents
$
Child and Dependent Care Expenses Before you select Yes or No or enter the expense amount, check the CAREucator tool to find out if you qualify for this Credit.
Child and Dependent Care Credit Amount Max. Credit Amount $2,100
$
American Opportunity Credit Education Tax Credit Form 1098-T by an eligible educational institution
Lifetime Learning Credit
Premium Tax Credit for Health Insurance Reported via Form 1095-A to you
Retirement Savings Contributions Credit
Residential Energy Credit
Foreign Tax Credit
Other Tax Credits
Enter the following Tax Payment amounts you made during the Tax Year. As a result, they will increase your tax refund or reduce your taxes owed.
IRS Federal Taxes Withheld Through Your Paycheck(s) As entered by you in the Income section from your W-2 or as an estimate.
$
Taxes You Paid When You Filed an IRS Tax Return Extension for the given Tax Year
Excess Social Security Taxes Withheld during the Tax Year
Previous Tax Year Tax Overpayments
Tax Year Tax Estimates
You have now Successfully Completed Your IRS Income Tax Return Calculation!
Estimated Tax Refund $
Estimated Taxes Owed $
It looks like you are not getting a Tax Refund, nor will you owe additional Taxes.
Enter your email address and receive your estimated tax results We will not share your email with anybody. Only promo codes from eFile.com might be included in the email. You can unsubscribe from any informational emails at any time.

Prepare and eFile Your Taxes Now

Sign In to your eFile.com Account

Don't Get TurboTaxed or TurboCharged: eFile.com Is Up To 60% Less!
Save and Dare to Compare eFile.com with TurboTax® or H&R Block®.
Have a Tax Question?
The next or W-4 Pro section is not required to estimate your tax return results. Just click Next below if you wish to create or adjust your year IRS Tax Withholding amounts via the Form W4.
Manage Your Tax Withholding via Form W-4

This section is not part or required for your tax return calculation, but rather it encourages you to work on your Tax Withholding for the current calendar year.

Watch this W-4 video

Disclaimer: eFile.com makes no warranty as to the accuracy of the results of this estimator or calculator tool. The results are estimates and for informational purposes only, and should not be relied on for tax advice.

Prepare and eFile Your Taxes Now


How eFiler's Are Rating eFile.com

eFile Taxpert Contact us Girl

Get Taxesfaction

 


Prepare and eFile Your 2024 Taxes Now. Taxes Made Simple Again at eFile.com

WatchIT