The calculator collection.
Seventeen transparent learning tools. Change the inputs, inspect the result, and read the assumptions before applying a rule.
Calculations run in your browser. Inputs are not submitted to this site.
Federal income tax
See how ordinary income moves through the federal brackets, using the basic standard deduction.
Explore the calculation Federal taxCapital gains stacking
Explore the 0%, 15% and 20% layers for eligible long-term gains and qualified dividends.
Explore the calculation Federal taxSelf-employment tax
Illustrate Social Security, Medicare and incremental Additional Medicare tax on one person’s business profit.
Explore the calculation Federal taxOne more dollar of income
Compare regular federal income tax before and after an increase in ordinary income.
Explore the calculation Federal taxFederal income gross-up
Find the extra ordinary income that leaves a chosen amount after regular federal income tax.
Explore the calculation Federal taxEstimated-tax safe harbor
Compare the general 90% current-year and 100% / 110% prior-year federal individual payment targets.
Explore the calculation Federal taxNet investment income tax
Explore the basic 3.8% NIIT calculation using amounts already classified under Form 8960.
Explore the calculation Federal taxEffective tax rate
Divide a chosen tax amount by a consistent measure of income. No tax law assumptions are applied.
Explore the calculation PartnershipsPartnership cash distribution
Follow cash and liability relief through a simplified outside-basis distribution example.
Explore the calculation PartnershipsOutside basis rollforward
Build a simplified partner-basis schedule and see where the basis loss limitation begins.
Explore the calculation PartnershipsAdjusted basis & gain
Separate an asset’s adjusted tax basis from its net sale proceeds in a simple purchased-asset example.
Explore the calculation Financial mathematicsLoan amortization
See the principal-and-interest payment and total interest on a fixed-rate monthly loan.
Explore the calculation Financial mathematicsCompound growth
Explore hypothetical monthly compounding with regular month-end contributions.
Explore the calculation Financial mathematicsInflation & purchasing power
Compare a future cost with the future purchasing power of a fixed amount.
Explore the calculation Financial mathematicsTax-equivalent yield
Compare a fully tax-exempt yield with a taxable yield at an entered marginal tax rate.
Explore the calculation Financial mathematicsStraight-line book depreciation
An accounting illustration of cost allocation over a useful life, separate from tax depreciation.
Explore the calculation Financial mathematicsBusiness break-even
Explore the relationship between fixed costs, unit contribution and operating break-even.
Explore the calculation