Tax Refund Calculator

How big a refund (or payment due) can you expect when you file your taxes this year? Use this calculator to help gauge the amount of your refund or the tax payment you still owe. You can use approximate figures if you choose, but for the best estimate, be sure to have the following year-end information handy to help you fill out the various fields. (Some of the fields may not apply to your specific situation.)

• Your W-2 form (the year-end tax statement from your employer)
• Your W-9 form (to determine the number of exemptions you declared)
• Your 401(k), IRA, and other retirement plan statements (including contributions, withdrawals, and any penalties you may have been assessed)
• Your capital gains statements for any investments you own (stocks, bonds, etc.)
• Your unemployment compensation statement
• Your Health Savings Account (HSA) statement
• Medical expenses
• Child-care expenses
• Alimony payments
• Real estate and personal property taxes you paid
• Mortgage interest and any points you paid on your mortgage
• Charitable contributions
• Tuition expenses

The tax refund calculator estimates what your refund or tax payment will be, based solely on the information you enter. This estimate is not a guarantee of what your tax refund or balance due will be. For exact figures, please consult a certified public accountant or other income-tax professional.