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Federal Tax Refund Estimator

Get a quick estimate of your federal refund or balance due based on income, filing status, and withholding. For informational purposes only.

Filing Information

Filing Status

Age 65 or older

Income

W-2 WagesFrom W-2 Box 1Self-Employment Net IncomeRevenue minus business expensesLong-Term Capital Gains & Qualified DividendsHeld more than 1 yearOther IncomeInterest, short-term gains, 1099-MISC, etc.

Adjustments (Above-the-Line)

Traditional IRA ContributionMax $7,000 ($8,000 if 65+)HSA ContributionHealth Savings Account ($4,150 self / $8,300 family)Student Loan Interest PaidMax deduction $2,500; phases out by income

Deductions

Standard Deduction ($14,600)Itemize Deductions

Dependents & Credits

Qualifying Children Under 17Child Tax Credit — $2,000 eachOther DependentsAge 17+ dependents — $500 credit each

Tax Payments Made

Federal Tax WithheldW-2 Box 2

$0estimated

Estimated Tax Payments MadeQuarterly payments (Form 1040-ES)

Enter your income on the left to see your estimated refund or balance due.

Get an Accurate Return