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Estate Tax Calculator

Estate Tax Calculator. Estimate a simplified taxable estate, tentative estate tax, credits, and estate remaining after tax from gross estate, deductions, prior taxable gifts, exemption, and a user-supplied rate. Use it for preliminary federal or state estate-tax planning.

Inputs

State, Local & Transactional Taxes inputs

Choose the year of death or transfer being modeled. Thresholds and exemptions must be entered for that year.

Select the tax system you are modeling. State rules, filing thresholds, and portability differ by jurisdiction.

Range: 0–1,000,000,000 $

Enter the gross estate value before deductions, using a documented valuation date and asset inventory.

Range: 0–1,000,000,000 $

Enter allowable deductions such as debts, expenses, charitable transfers, or marital deductions included in your scenario.

Range: 0–1,000,000,000 $

Enter prior taxable gifts that your planning model includes in the unified transfer-tax base.

Range: 0–1,000,000,000 $

Enter the exemption or exclusion for the selected tax year and jurisdiction. It is not automatically looked up.

Range: 0–100 %

Enter the effective or marginal rate used by your simplified planning scenario.

Range: 0–1,000,000,000 $

Enter credits or offsets applicable to this scenario, such as a documented prior transfer-tax credit.

Result

Gross estate remaining after estimated tax
7,000,000.00
Estimated estate tax after credits
0.00
Taxable estate after exemption
0.00
Estimate
Tentative estate tax
0.00
Unified taxable base after deductions
6,500,000.00
How to interpret this result
The unified taxable base adds prior taxable gifts to the gross estate and subtracts entered deductions. The exemption then reduces that base, the supplied rate estimates tentative tax, and entered credits reduce the estimate. Estate after tax is gross estate less estimated tax; it does not allocate assets or expenses.
Applicability and limits
Confirm the tax year, federal or state jurisdiction, valuation date, asset inclusion rules, marital/charitable deductions, lifetime gifts, portability, credits, liens, and filing requirements. This is a simplified planning model and does not determine Form 706 or state-return filing obligations, domicile, or valuation discounts.
Calculation basis
Unified taxable base = max(gross estate + prior taxable gifts − deductions, 0). Taxable estate = max(unified taxable base − exemption, 0). Tentative tax = taxable estate × supplied rate. Estimated estate tax = max(tentative tax − credits, 0). Estate after tax = max(gross estate − estimated tax, 0).

Formula

Calculation logic

Formula definitions and substituted values.

What to check

  • An executor or family member enters tax year, jurisdiction type, gross estate, deductions, prior taxable gifts, exemption, tax rate, and credits to estimate a preliminary estate-tax result.
  • Use it before reviewing an estate return, trust plan, or transfer decision.
  • Confirm the tax year, federal or state jurisdiction, valuation date, asset inclusion rules, marital/charitable deductions, lifetime gifts, portability, credits, liens, and filing requirements. This is a simplified planning model and does not determine Form 706 or state-return filing obligations, domicile, or valuation discounts.

Related calculators

Confirm the tax year, federal or state jurisdiction, valuation date, asset inclusion rules, marital/charitable deductions, lifetime gifts, portability, credits, liens, and filing requirements. This is a simplified planning model and does not determine Form 706 or state-return filing obligations, domicile, or valuation discounts.