JD Tax Clarity™

Federal wage estimate

Enter annual W-2 wages and federal income tax withheld for yourself and, if filing jointly, your spouse. See an approximate federal income tax comparison immediately.

Step 1 · Enter wages and withholding

This browser estimate calculates federal tax for the selected year on W-2 wages before credits, using the basic standard deduction. The additional information below helps identify credits or deductions for individual review; it is not automatically applied. If you have business income, other income, are 65 or older or blind, or have other circumstances affecting tax, request a personal review.

Tax year Filing status

Head of household and qualifying surviving spouse have specific IRS eligibility rules; selecting a status does not verify eligibility.

Total W-2 box 1 wages (both spouses if joint) Total federal income tax withheld (W-2 box 2)

Step 2 · Additional tax information

Enter counts and approximate annual expenses only. Count children under 17 and children 17 or older in separate boxes. Do not count one person twice for Child Tax Credit and Credit for Other Dependents. Do not count the same college expense for both education credits.

Potential EITC qualifying children

EITC eligibility review

Answer for the selected tax year. We do not ask for Social Security numbers or birth dates. A tax professional must verify eligibility and calculate the credit.

Approximate investment income for the year ($); leave blank if unknown

If married filing separately, special separated-spouse rules apply. Other income and applicable annual limits require review. A yes answer does not confirm eligibility.

IRS EITC eligibility · IRS qualifying child rules

Potential Child Tax Credit children under 17 Potential children age 17 or older for Credit for Other Dependents Other potential dependents (not children counted above) Potential American Opportunity Credit students Qualified AOTC education expenses, total ($) Qualified Lifetime Learning Credit expenses ($) Home mortgage interest paid ($) Other potential itemized deductions ($)

Mortgage interest may matter only if you qualify to itemize deductions. Enter other potential itemized deductions as a separate total; eligibility and limits require review.

Only enter dollar amounts. Do not enter names, SSNs, addresses, or account numbers. This calculator runs in your browser and does not submit or save the figures.

Estimate only. This uses marginal rates rather than the IRS tax table and does not calculate EITC, child or education credits, itemized deductions, additional taxes, payments other than W-2 withholding, or special rules. It is not a tax return, refund prediction, or professional tax advice.