2028 Tax Calculator and Estimator

Tax Estimator, Calculator

This Tax Return Calculator will calculate and estimate your 2028 Tax Return (based on current tax year tax tables). The calculator will be updated as soon as the 2024 IRS data has become available. Answer each question by either clicking on the options shown or by entering dollar ($) amounts or other values. For more help, click on the question mark symbol at the end of each question.

Tax Calculator, Refund Estimator for 2028 IRS Tax Returns

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 Spouse's Tax Year Income See instruction above under 01 Estimate is Ok
All Tax Year Unemployment Income Add your and spouse from From 1099-G or Estimate
Your Tax Year Federal Taxes Withheld Add your annual Tax Withholding based on your W-2 or Paychecks. Estimate is 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
Self-Employment Form 1099-NEC or 1099-MISC
Social Security Form SSA or Form 1042S
Retirement Form 1099-R etc.
Farm Profit/Loss statement
Your Estimated AGI
$
Rental / Real Estate Profit/Loss statement or 1099-MISC
Interest / Dividends 1099-INT or 1099-DIV
Long Term Capital Gains / Losses
Short Term Capital Gains / Losses
Alimony
Refunds / Credits / Offsets
Other Gains / Losses
Other Income

Based on your information, it looks like you only have Social Security income and if this is correct, you generally will not owe taxes or get a refund and may not need to file a tax return.

Your Tax Year Standard Deduction for You and Your Spouse - Should You Choose Standard or Itemized?
Standard Deduction
$
Deductible Part of Self-Employment Tax
$
Qualified Business Income Deduction
$
Medical / Dental Expenses
Home Mortgage Interest and Points Form 1098
State and Local Taxes (SALT) e.g. Real Estate Taxes, Sales Taxes, Personal Property Taxes
Charity Contributions Tax Year Update The $300 Cash Charity Contribution is not available for this Tax Year without having to itemize.
Pre-Tax IRA, 401-K Contributions Form 5498
Health Savings Acct. (HSA) Contributions Form 5498-SA
Self-Employed Retirement Plan Contributions
Self-Employed Health Care Premiums
Alimony Paid
Moving Expenses
Student Loan Interest / Tuition and Fees Form 1098-T
Educator Expenses
Early Withdrawl of Retirement Penalty
Casualty / Theft Loss from federally declared disasters
Investment Interest
Reservist / Performing Artists / Fee-basis Government Expenses
Other Taxes Paid
Other Itemized Deductions
Are you responsible for any of these taxes or did you make any of these repayments for Tax Year 2023? Details.
Alternative Minimum Tax
First-Time Homebuyer Credit Repayment
Unreported Social Security/Medicare
Premium Tax Credit Repayment
Tax on IRAs / Other Savings Accounts
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.
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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.

Got different tax refund, return results? Compare now: eFile.com Taxpert® with TurboTax®, H&R Block®.

At the end of the tax calculator, you can create your new W-4 or tax withholding form.

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