Income Tax Calculator

A full 2026 income tax walk-through: wages, side income, the new OBBBA deductions, credits, capital gains and your state — down to refund or balance due.

SEC. 1

Filing profile

SEC. 2

Income

NEW 2026 · OBBBA deductions

Include these amounts in your wages above too — the deduction is applied automatically. Overtime counts only the “half” of time-and-a-half.

SEC. 3

Deductions & adjustments

Mortgage interest + SALT (capped at $40,400 for 2026) + charity. We use whichever is larger: this or your standard deduction.

SEC. 4

Payments

Estimated federal refund

$980
Refund expected 12% bracket
Total income$60,000
Adjusted gross income$60,000
Deductions standard−$16,100
Taxable income$43,900
Federal income tax$5,020
Total federal tax$5,020
Federal withheld / paid$6,000
Take-home after all tax$54,980
Effective federal rate8.4%

Your federal bracket ladder

Estimates for tax year 2026 (filed 2027) — IRS Rev. Proc. 2025-32 + One Big Beautiful Bill Act. State figures use simplified 2026 brackets (Tax Foundation, Jan 2026); AMT, local taxes and most state credits aren't modeled. Educational only — not tax advice.

What this estimator models for 2026

Item2026 rulePhase-out
Tips deduction (new)Up to $25,000 of qualified tips−$100 per $1,000 MAGI over $150k / $300k joint
Overtime deduction (new)Up to $12,500 ($25,000 joint) of OT premiumSame as tips
Senior bonus (new)$6,000 per person 65+−6% of MAGI over $75k / $150k joint
Child Tax Credit$2,200 per child; $1,700 refundable$200k / $400k AGI
EITCUp to $8,231 (3+ kids)By income & kids; investment income ≤ $12,200
Long-term capital gains0% / 15% / 20% stacked on ordinary income0% to $49,450 single / $98,900 joint
Self-employment tax15.3% on 92.35% of net; half deductibleSS part caps at $184,500 combined wages
NIIT + Add'l Medicare3.8% on investment income; 0.9% on earningsOver $200k / $250k joint MAGI

A real income tax estimate, not just brackets

Most income tax calculators stop at brackets and a standard deduction. Real returns in 2026 involve more moving parts than ever — the One Big Beautiful Bill Act added three brand-new deductions, and side-gig income, stock sales and credits all change the answer. This estimator runs the actual sequence a 1040 follows, line by line.

The new OBBBA deductions, explained

No tax on tips: workers in tipped occupations can deduct up to $25,000 of qualified tip income — even without itemizing. Overtime: the premium half of time-and-a-half pay is deductible up to $12,500 ($25,000 joint). Both shrink by $100 for every $1,000 of income over $150,000 ($300,000 joint). Seniors: anyone 65+ gets a bonus deduction up to $6,000 per person, phasing out 6 cents per dollar above $75,000 ($150,000 joint). All three run 2025–2028 and stack on top of your standard deduction.

Self-employment income is taxed twice — sort of

Schedule C profit pays self-employment tax (12.4% Social Security + 2.9% Medicare on 92.35% of net) and regular income tax. Two built-in breaks soften it: half the SE tax is deductible, and the Social Security portion respects the $184,500 wage base shared with any W-2 wages you also earned.

Capital gains sit in their own bracket stack

Long-term gains don't use the 10–37% ladder. They stack on top of your ordinary income and pay 0% up to $49,450 of taxable income (single; $98,900 joint), 15% in the wide middle, and 20% at the top. A retiree with modest wages can genuinely realize thousands in gains at 0% — the estimator shows exactly where your gains land.

Credits are where refunds are made

The $2,200 child tax credit (up to $1,700 refundable), the $500 other-dependent credit, and the earned income tax credit — worth up to $8,231 with three kids — can push your total below zero, meaning the IRS pays you beyond your withholding. The EITC vanishes if investment income tops $12,200, one of the most common surprise disqualifiers.

Your state's cut, all 50 states

Pick your state and the estimator applies its 2026 structure: nothing in the nine no-income-tax states, exact flat rates in the fifteen flat states, and real bracket schedules elsewhere (simplified — state credits and local taxes vary). Washington's unusual capital-gains-only excise is modeled too.

What isn't modeled

AMT, local/city taxes, education and energy credits, QBI deduction details, and state-specific credits. For a paycheck-by-paycheck take-home view, use the paycheck calculator.

Frequently asked questions

What are the new tax deductions for 2026?
Three OBBBA deductions: up to $25,000 of qualified tips, up to $12,500 ($25,000 joint) of overtime premium pay, and a $6,000 bonus deduction per person 65 or older. All are available on top of the standard deduction and phase out at higher incomes; all run through 2028.
Does the tips deduction mean tips are tax-free?
Federally income-tax-free up to $25,000 for most tipped workers — but tips still pay Social Security and Medicare taxes, and the deduction shrinks above $150,000 of income ($300,000 joint). States may still tax them.
How is self-employment income taxed in 2026?
Net Schedule C profit pays 15.3% SE tax on 92.35% of net (SS portion capped at $184,500 of combined wages + SE earnings) plus ordinary income tax. Half of the SE tax is deducted from AGI, and no SE tax applies below $400 of net earnings.
How much is the EITC for 2026?
Maximums: $664 (no kids), $4,427 (one), $7,316 (two), $8,231 (three or more). It phases in with earnings, phases out above ~$23,890 single / $31,160 joint (with kids), requires investment income of $12,200 or less, and is fully refundable.
What are the 2026 capital gains rates?
Long-term gains pay 0% up to $49,450 of taxable income (single) / $98,900 (joint), 15% up to $545,500 / $613,700, and 20% above — plus 3.8% NIIT once MAGI exceeds $200,000 / $250,000. Short-term gains are ordinary income.
Should I enter itemized deductions?
Only if mortgage interest + state and local taxes (capped at $40,400 for 2026 under OBBBA) + charity exceed your standard deduction ($16,100 / $32,200 / $24,150). The estimator automatically uses whichever is larger.
How accurate is the state estimate?
It applies each state's official 2026 rates, brackets and standard deductions (Tax Foundation, January 2026 data) to your AGI. It's a solid planning number, but state credits, local income taxes (e.g., NYC, Maryland counties) and special rules aren't included.
When will I get my 2026 refund?
Filing opens late January 2027. E-file with direct deposit typically pays within 21 days, but returns claiming the EITC or additional child tax credit are legally held until mid-February.

Related calculators