Estate Tax Calculator - Calculator See


Estate Tax Calculator

Calculate federal estate tax liabilities based on gross estate value, allowable deductions, and current IRS basic exclusion limits.

Calculator Inputs

$
Real estate, cash, stocks, businesses, life insurance.
$
Mortgages and administration fees.
$
Unlimited marital deduction amounts.
$
Current IRS exclusion threshold.

Calculated Results

Estimated Federal Estate Tax
$0.00 (Fully Shielded by Exclusion)
Current Federal Exemption $13,610,000
Taxable Estate Balance $0.00
Top Marginal Estate Tax Rate 40.0%
Values calculate live as you adjust inputs.

About Estate Tax Calculator

Calculates federal estate tax (IRS Form 706) assessed on high-net-worth decedents whose taxable estate exceeds the federal lifetime exclusion.

What is Estate Tax Calculator?

Calculates federal estate tax (IRS Form 706) assessed on high-net-worth decedents whose taxable estate exceeds the federal lifetime exclusion.

How to Use This Calculator

  1. Enter gross market value of all assets.
  2. Deduct debts, administrative expenses, and spousal bequests.
  3. View taxable estate and estate tax liability.

The Mathematical Formula & Variables

Tax = 40% * max(0, Gross - Debts - Charitable - Exemption)

Step-by-Step Worked Example

Scenario: $5,000,000 estate with $250,000 liabilities.

  1. Net estate = $4,750,000.
  2. Federal exemption = $13,610,000.
  3. Net estate is below exemption limit -> $0 estate tax.

Result: $0.00 Estate Tax

Frequently Asked Questions

What is portability of the estate tax exemption?

Portability allows a surviving spouse to elect to use any unused portion of the deceased spouse's estate tax exemption (DSUE).