Estate Tax Calculator
The 40% federal estate tax only bites above the lifetime exemption. Tally the gross estate, subtract debts, administration costs and charitable gifts, add prior taxable gifts, and see the estimated federal estate tax and what heirs actually receive.
TheCalculators — Estate Tax Calculator
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Estimated Federal Estate Tax
$0
Estate is below the exemption — no federal estate tax due
- Gross Estate
- $0
- Total Deductions
- $0
- Net Estate
- $0
- Lifetime Taxable Gifts
- $0
- Exemption Applied
- $13,610,000
- Taxable Estate
- $0
- Tax Rate
- 40%
- Net to Heirs
- $0
Estate distribution
- To Heirs$0
- Federal Estate Tax$0
- Debts & Costs$0
- Charity$0
Transfers to a surviving spouse are untaxed under the marital deduction, and gifts to qualified charities are fully deductible. Most states with estate/inheritance taxes exempt far less than the federal government — enter yours under State Taxes for a fuller picture.
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Formula
Taxable estate = Gross estate − deductions + lifetime taxable gifts − exemption; Tax = 40% × taxable estate
Pro tips
- • Spousal transfers and charitable bequests escape federal estate tax entirely.
- • Irrevocable life insurance trusts keep policy payouts out of the taxable estate.
- • The exemption is portable between spouses with a timely filed 706 election.
FAQ
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