Inheritance Tax Calculator & Estate Estimator
Get a quick estimate of potential estate and inheritance taxes.
This calculator gives you a general estimate. Estate and inheritance tax rules
can vary depending on the year, state, beneficiary, deductions, gifts, and other
circumstances.
Estate Details
The year can affect the federal estate-tax exemption.
$
Include the estimated value of property, investments, accounts, and other assets.
$
Enter qualifying debts and claims owed by the estate.
$
Include qualifying funeral and estate administration expenses.
$
Enter qualifying charitable deductions.
$
Enter a qualifying marital deduction, if applicable.
Previous Taxable Gifts
$
If applicable, enter taxable gifts from earlier years that are included
in the federal estate and gift tax calculation.
Unused Spousal Exemption
$
Enter the deceased spouse’s unused exclusion amount only if it is
available for portability.
Optional State Inheritance Tax
State inheritance taxes are different from federal estate tax. If your state
has an inheritance tax, you can enter the beneficiary’s inheritance,
applicable exemption, and tax rate below.
$
$
%
Your Estimated Results
Estate Value
$0.00
Total Deductions
$0.00
Taxable Estate
$0.00
Available Federal Exemption
$0.00
Estimated Federal Estate Tax
$0.00
Estimated State Inheritance Tax
$0.00
Estimated Total Tax
$0.00
Estimated Estate After Tax
$0.00
How Your Estimate Was Calculated
Please note: This is an educational estimate, not a tax
return or legal determination. Actual estate or inheritance tax can depend
on deductions, prior gifts, credits, trusts, elections, beneficiary
relationships, state rules, and other factors. Speak with a qualified tax
professional before making tax or estate-planning decisions.
