What is the IRS estimator?
The IRS estimator is a tool that helps you estimate your tax information. You can use it to understand your filing status, deductions, federal tax withholding, and more. This tool helps you fill out the tax form in the app correctly, so your profile is set up for the right tax amount to be withheld.
What is my filing status?
Generally, your filing status is based on your martial status on the last day of the year. You can find more details on filing statuses and how to choose them here.
Single: If you’re unmarried, divorced, or legally separated.
Married filing jointly: If you’re married or if your spouse passed away during the year.
Married filing separately: Married and don’t want to file jointly or find that filing separately lowers your tax. Most couples save money by filing jointly.
Head of household: If you’re single and you paid more than half of your living expenses for yourself and a qualifying dependent.
Qualifying surviving spouse: If your spouse died during the past 2 years and you have a dependent child.
Any information about taxes in our FAQ is general guidance from the IRS and should
not be considered as professional tax advice.
What qualifies as a job?
We’re asking for the number of jobs you have this year in which federal income tax is regularly withheld. Include this year's past, present, and expected future jobs. Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.
Am I exempt from withholding?
To qualify for this exempt status, you must have had no tax liability for the previous year and must expect to have no tax liability for the current year. You can learn more about exemption from federal withholding here. Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.
What qualifies as other income?
If you don’t have any other income, please select “No”.
Net self-employment income: The amount of income (compensation you expect to receive for work performed in your business) minus deductible expenses. To learn more, click here.
Investment income: Includes interest, dividends, net capital gains, royalty income, rental income from personal property, and others. To learn more, click here.
Unemployment insurance income: If you receive unemployment benefits, you generally must include it when you file your federal income tax return. To learn more, click here.
Other sources of income: Other taxable income, such as IRA distributions, scholarships, and alimony from pre-2019 divorce decrees. To learn more, click here.
Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.
Do I withhold extra tax?
If you don’t withhold extra taxes, please enter $0 in the input field. If you don’t know whether you’re withholding extra taxes, you mostly likely do not. Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.
What is my deduction?
Calculate your tax deduction with the IRS tax withholding estimator here. If you want to learn more about tax deduction, read the details here. Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.
Who qualifies as a dependent under 17?
To qualify as a dependent under the age of 17, they will need to satisfy all the criteria below. You can find more details here.
Age: Be under age 17 at the end of the year.
Relationship: Be your son, daughter, stepchild, eligible foster child, brother, sister, stepbrother, stepsister, half-brother, half-sister, grandchild, niece, or nephew.
Citizenship: Have been a U.S. citizen, U.S. national, or U.S. resident alien.
Finance: Provide no more than half of their own financial support during the year.
Living Status: Have lived with you for more than half the year, excluding temporary absences.
Tax: Be properly and accurately claimed as your dependent on your tax return.
Filing Status: Not file a joint tax return with their spouse for the tax year or file it only to claim a refund of withheld income tax or estimated tax paid.
Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.
Who qualifies as a dependent over 17?
To qualify as a dependent over the age of 17, they will need to satisfy all the criteria below. You can find more details here.
Age: Be age 17 or older at the end of the year.
Relationship: They can be your parents or qualifying relatives who are supported by you, or they may not be related to you but still live with you and are supported by you.
Citizenship: Have been a U.S. citizen, U.S. national, or U.S. resident alien.
Documents: Have a Social Security number/Individual Taxpayer Identification number.
Living Status: Have lived with you for more than half the year, excluding temporary absences.
Tax: Be properly and accurately claimed as your dependent on your tax return.
Any information about taxes in our FAQ is general guidance from the IRS and should not be considered as professional tax advice.