Skip to content
freescalculator.com
← Back to all calculators

Estate Tax Calculator

Modify the values and click the calculate button to see the estate tax calculation.
Year of Death
Assets
Residence & Other Real Estate
$
Stocks, Bonds, and Other Investments
$
Savings, CDs, and Checking Account Balance
$
Vehicles, Boats, and Other Properties
$
Retirement Plans
$
Life Insurance Benefit
$
Other Assets
$
Deductions
Debts (mortgages, loan, credit cards, etc)
$
Funeral, Administration, and Claims Expenses
$
Charitable Contributions
$
State Inheritance or Estate Taxes
$
Property Passing to Surviving Spouse
$
Lifetime Gifts
Total amount you've gifted tax free in your lifetime
$

Estate Tax Result

Federal Estate Tax Due
$0
Gross Estate Value $8,050,000
Total Deductions - $215,000
Taxable Estate $7,835,000
Base Exemption Amount $13,990,000
Remaining Exemption (After Gifts) - $13,890,000
Amount Subject to Tax $0

Understanding your calculation

Method, example and limitations

How the calculation works

Estate-tax estimates depend on the selected jurisdiction, tax year, taxable estate and available exclusions. Deductions and prior gifts can change the taxable base.

Example to check

An estate valued at $1,000,000 with $100,000 of eligible deductions has a $900,000 balance before applying any exclusion or tax brackets.

Before using the result

Do not apply a single flat rate to the gross estate. Federal and local rules, marital transfers and prior gifts need professional review; modeled results are planning estimates only.

Calculation methodology · Report a result that needs review