Answer a few questions about your filing status, income, deductions and credits to estimate the refund or taxes owed on your 2025 federal tax return, due April 15, 2026. No SSN or sensitive personal data is needed, and nothing you enter leaves your browser.
2025 Tax Return Calculator, Refund Estimator. Due in 2026.
As married filing separate, select YES only if a qualifying child lived with you for more than half of 2025 AND at least one of these is also true:
You lived apart from your spouse for the last 6 months of 2025.
You were legally separated under your state law and did not live in the same household as your spouse as of December 31, 2025.
Are you 65 or older as of December 31, 2025
Are you legally blind?
Are you claimed by another Taxpayer?
Is your Spouse 65 or older as of December 31, 2025
Is Spouse legally Blind?
Can Spouse be claimed by another taxpayer?
Who can be your Dependent either as qualifying child or qualifying relative or other dependent? Details
Do you qualify to claim one or more Dependent(s) on your tax return?
Enter the number of Dependents under the age of 17 (as of Dec. 31, 2025) who qualify for the Child Tax Credit. Not sure? Click the CHILDucator link below. Ask the Childucator
Enter the number of Dependents who qualify for the Other Dependent Tax Credit. Ask the Relative and Childucator
Enter your and your spouse's estimated or reported 2025 income from all jobs and income sources. One income type is required in order to proceed to the next section.
Enter Your 2025 Income Annual W-2 Box 1: : (Gross Pay minus Pre-Tax Deductions = Box 1 Amount). Add also Tip Income, Overtime Income here. Later we will ask for details about Tip, Overtime income (it will not be double counted).
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Your Overtime Payment Click the "?" Help section for instructions on the amount to enter here. Overtime income added here is NOT added to your income; it's only used to determine the overtime deduction.
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Your Tip Income Click the "?" Help section for instructions on the amount to enter here. Tip income added here is NOT added to your income; it's only used to determine the tip deduction.
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Your Spouse's 2025 Income Enter Your 2025 Income. Annual W-2, Paycheck based. Estimate is Ok. Do not include Paycheck Pre-Tax Deductions e.g. Health Expenses, 401K, Retirement etc.
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Your Spouse's Overtime Payment Click the "?" Help section for instructions on the amount to enter here. Overtime income added here is NOT added to your income; it's only used to determine the overtime deduction.
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Your Spouse's Tip Income Click the "?" Help section for instructions on the amount to enter here. Tip income added here is NOT added to your income; it's only used to determine the tip deduction.
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Your 2025 Federal Taxes Withheld Enter all or total annual Tax Withholding: e.g. from W-2 or paycheck(s) and others. IRS tax estimate payments enter under Step 7 later.
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Your Spouse's 2025 Federal Taxes Withheld Enter your spouse's total annual Tax Withholding: e.g. from W-2 or paycheck(s) and others. Include IRS tax estimate payments.
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Social Security Benefits, Income Form SSA or Form 1042S
Long Term Capital Gains / Losses Capital Losses? Click the "?" for help.
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Short Term Capital Gains / Losses Capital Losses? Click the "?" for help.
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Self-Employment Form 1099-NEC or 1099-MISC. Self-employment tax is calculated for you.
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Retirement Form 1099-R, Roth conversions, IRA distribution etc.
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Interest / Dividends 1099-INT or 1099-DIV. Enter Qualified Dividends above in the long-term capital gains section.
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Additional Income - Schedule 1
All Additional Income types are listed on Schedule 1 . Some of these income types are listed below as line items. If an income type is not listed here, summarize the remaining income types and enter the total amount below as one entry under Other Income.
Refunds / Credits / Offsets Taxable refunds, credits, or offsets of state and local income taxes generally apply only if you itemized deductions for the relevant tax year. If you claimed the standard deduction instead, these amounts are not included as taxable income on your IRS return.
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Farm Profit/Loss statement
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All 2025 Unemployment Income Add your and spouse from From 1099-G or Estimate
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Rental / Real Estate Profit/Loss statement or 1099-MISC
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Alimony Enter alimony paid to you ONLY if your divorce was finalized in 2018 or earlier.
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Business Income/Loss See Schedule C for details
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Other Gains / Losses
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Other Income See Schedule 1 for Additional Income Types
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Adjustments to Income
These are above-the-line deductions or expenses that reduce the gross income to calculate their adjusted gross income or AGI. The above-the-line deductions are on IRS Form 1040 above the line that separates the gross income from the AGI. Overview of all the adjustments to income on schedule 1.
Educator Expenses
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Reservist / Performing Artists / Fee-basis Government Expenses
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Health Savings Acct. (HSA) Contributions Form 5498-SA
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Student Loan Interest / Tuition and FeesForm 1098-T
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Pre-Tax IRA, 401-K Contributions Form 5498
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Early Withdrawl of Retirement Penalty
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Alimony Paid
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Moving Expenses
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Self-Employed Health Care Premiums
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Self-Employed Retirement Plan Contributions
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Charitable Contributions For 2025, deductible only if you itemize
Child and Dependent Care Expenses Before you select Yes or No or enter the expense amount, check the CAREucator tool to find out if you qualify for this Credit.
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Child and Dependent Care Credit Amount Per child/dependent max. credit is $1,050 for 1 or $2,100 for 2 or more.
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American Opportunity Credit Education Tax CreditForm 1098-T by an eligible educational institution
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Lifetime Learning Credit
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Premium Tax Credit for Health Insurance Reported via Form 1095-A to you
You have now Successfully Completed Your 2025 IRS Income Tax Return Calculation! Your 2025 return is due April 15, 2026.
Estimated Tax Refund$
Estimated Taxes Owed$
It looks like you are not getting a Tax Refund, nor will you owe additional Taxes.
The next or W-4 Pro section is not required to estimate your tax return results. Just click Next below for a link to the IRS tool that estimates your federal tax withholding for Form W-4.
Your Estimated Tax Return Details
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No Taxes Owed
Estimated Tax Refund
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Estimated Taxes Owed
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It looks like you are not getting a Tax Refund, nor will you owe additional Taxes.
Your Estimated Tax Return Tax Forms Needed
Based on the Information you entered on this Tax Calculator, you may need the following 2025 IRS Tax Forms to complete your Income Tax Return. State Forms are not listed here.
Form 1040 Version
Form 1040
Form 1040-SR
Supporting Schedules
Schedule 1Additional Income and Adjustments to Income
Schedule 2Additional Taxes
Schedule 3Additional Credits and Payments
Income Forms
Form W-2Wage and Tax Statement
Form 1099-INTInterest Income
Form 1099-DIVDividends and Distributions
Form 1099-SSASocial Security Benefits Statement
Form 1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1099-GCertain Government Payments
Form 1099-MISCMiscellaneous Income
Schedule BInterest and Ordinary Dividends
Schedule CProfit or Loss from Business (Sole Proprietorship)
Schedule DCapital Gains and Losses
Schedule ESupplemental Income and Loss
Schedule FProfit or Loss from Farming
Other Types of Income[[Link to Taxable Income Page]]
Deduction Forms
Schedule 8812Qualified Business Income Deduction
Schedule AItemized Deductions
Form 8283Noncash Charitable Contributions
Form 1098-EStudent Loan Interest Statement
Form 1098Mortgage Interest Statement
Form 4952Investment Interest Expense Deduction
Form 8889Health Savings Accounts (HSAs)
Form 4684Casualties and Thefts
Form 3903Moving Expenses
Form 2106Employee Business Expenses
Forms for Additional Taxes
Schedule SESelf Employment Tax
Form 6251Alternative Minimum Tax
Form 5405Repayment of the First-Time Homebuyer Credit
Form 8919Uncollected Social Security and Medicare Tax on Wagest
Form 5329Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 8962Premium Tax Credit (PTC)
Schedule HHousehold Employment Taxes
Form 8959Additional Medicare Tax
Form 8960Net Investment Income Tax—Individuals, Estates, and Trusts
Credits Forms
Form 1040 Schedule 8812Child Tax Credit
Form 1040 Schedule EICEarned Income Tax Credit
Form 2441Child and Dependent Care Expenses
Form 8863Education Credits
Form 8962Premium Tax Credit (PTC)
Form 8880Credit for Qualified Retirement Savings Contributions
Form 5695Residential Energy Credit
Form 1116Foreign Tax Credit
Manage Your Tax Withholding via Form W-4
This section is not part of your tax return calculation. To check or adjust the tax withheld from your paycheck, use the free tool from the IRS:
Disclaimer: Taxpert.com makes no warranty as to the accuracy of the results of this estimator or calculator tool. The results are estimates and for informational purposes only, and should not be relied on for tax advice. For accurate tax advice, please consult our Taxpert®.
