Calculate Your 2023 Tax Refund

2021 Tax Calculator
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Estimate Your 2022 Tax Refund

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Restart Your 2021 Tax Return Filing Status. Not Sure?
Select, Click on
Your Filing Status
Restart Your 2021 Tax Return Dependents. Not Sure?
Do you have Dependents that you will claim on your Tax Return?
How many of your Dependents qualify for the Child Tax Credit?
How many qualify for the Credit for Other Dependents?
Restart Enter your and your spouse's estimated or reported income from all jobs and income sources.
Wages / Salaries Paycheck based estimate
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Federal Taxes Withheld Paycheck based estimate
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Unemployment Form 1099-G
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Self-Employment Form 1099-MISC
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Social Security Form SSA or Form 1042S
Retirement
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Farm
$
Rental / Real Estate
$
Interest / Dividends 1099-INT or 1099-DIV
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Capital Gains / Losses
$
Alimony
$
Refunds / Credits / Offsets
$
Other Gains / Losses
$
Other Income
$
Restart Your 2021 Standard and Reported Deductions for You and Your Spouse Not Sure?
Standard Deduction
$
Deductible Part of Self-Employment Tax
$
Qualified Business Income Deduction
$
Medical / Dental Expenses
$
Home Mortgage Interest Form 1098
$
State and Local Taxes (SALT), Sales Taxes
$
Charity Contributions
$
IRA 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
$
Tuitition and Fees / Student Loan Interest
$
Educator Expenses
$
Early Withdrawl of Retirement Penalty
$
Casualty / Theft Loss
$
Investment Interest
$
Reservist / Performing Artists / Fee-basis Government Expenses
$
Deduction for Other Taxes Paid
$
Other Deductions
$
Restart Are you responsible for any of these Taxes or did you make any of these Repayments for Tax Year 2021? Details
Alternative Minimum Tax
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First-Time Homebuyer Credit Repayment
$
Unreported Social Sec./Medicare
$
Premium Tax Credit Repayment
$
Tax on IRAs / Other Savings Accounts
$
Household Employment Taxes
$
Other Taxes You Pay
$
You Auto Qualify For The Following Tax Credits
Child Tax Credit
$
Credit for Other Dependents
$
Earned Income Tax Credit (EITC)
$
Restart *Click on the Tax Credits below for details on how to calculate the amount to be entered. Do not enter the full expense amount. Details
Recovery Rebate Credit*
$
Child and Dependent Care Tax Credit* Ask the CAREucator
$
American Opportunity Credit* Education Tax Credit
$
Lifetime Learning Credit*
$
Health Insurance Premium Tax Credit*
$
Retirement Savings Contributions Credit*
$
Residential Energy Credit*
$
Foreign Tax Credit*
$
Other Tax Credits* Adoption, Senior
$
Restart Enter the following Tax Payment amounts you made during Tax Year 2021. As a result, they will increase your Tax Refund or reduce your Taxes Owed.
Federal Taxes Withheld Through Your Paycheck(s) Adoption, Senior
$
Taxes You Paid When You Filed an IRS Tax Extension for a 2021 Tax Year Return
$
Excess Social Security Taxes Withheld in 2021
$
2020 Tax Year Tax Overpayments
$
2021 Tax Year Tax Estimates
$
You Have Successfully Completed Your 2021 IRS Income Tax Return Calculaton
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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Starting in January 2022, you can prepare and eFile 2021 IRS and State Tax Returns.
Have A Tax Question?
Your Estimated 2021 Tax Return Details
 
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Your Estimated 2021 Tax Return Forms Needed

Form 1040 Version

Form 1040
Form 1040-SR

Supporting Schedules

Schedule 1 Additional Income and Adjustments to Income
Schedule 2 Additional Taxes
Schedule 3 Additional Credits and Payments

Income Forms

Form W-2 Wage and Tax Statement
Form 1099-INT Interest Income
Form 1099-DIV Dividends and Distributions
Form 1099-SSA Social Security Benefits Statement
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1099-G Certain Government Payments
Form 1099-MISC Miscellaneous Income
Schedule B Interest and Ordinary Dividends
Schedule C Profit or Loss from Business (Sole Proprietorship)
Schedule D Capital Gains and Losses
Schedule E Supplemental Income and Loss
Schedule F Profit or Loss from Farming
Other Types of Income [[Link to Taxable Income Page]]

Deduction Forms

Schedule 8812 Qualified Business Income Deduction
Schedule A Itemized Deductions
Form 8283 Noncash Charitable Contributions
Form 1098-E Student Loan Interest Statement
Form 1098 Mortgage Interest Statement
Form 4952 Investment Interest Expense Deduction
Form 8889 Health Savings Accounts (HSAs)
Form 4684 Casualties and Thefts
Form 3903 Moving Expenses
Form 2106 Employee Business Expenses

Forms for Additional Taxes

Schedule SE Self Employment Tax
Form 6251 Alternative Minimum Tax
Form 5405 Repayment of the First-Time Homebuyer Credit
Form 8919 Uncollected Social Security and Medicare Tax on Wagest
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 8962 Premium Tax Credit (PTC)
Schedule H Household Employment Taxes
Form 8959 Additional Medicare Tax
Form 8960 Net Investment Income Tax—Individuals, Estates, and Trusts

Credits Forms

Form 1040 Schedule 8812 Child Tax Credit
Form 1040 Schedule EIC Earned Income Tax Credit
Form 2441 Child and Dependent Care Expenses
Form 8863 Education Credits
Form 8962 Premium Tax Credit (PTC)
Form 8880 Credit for Qualified Retirement Savings Contributions
Form 5695 Residential Energy Credit
Form 1116 Foreign Tax Credit

At this point you are Tax Balanced. As a result, you don't need to make adjustments to your W-4(s).

Continue if you wish to make adjustments to your Tax Withholding on your W-4 and see how this would affect your Paycheck(s) and your 2021 Tax Return.



 

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