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Interactive The one to start with

Combined federal tax estimator

Set your wages and capital gains and watch the whole federal bill break out: income tax, the AMT check, long-term gains, Social Security, Medicare, and the net investment income tax. 2024 to 2026, all filing statuses.

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RSUs

Recommended Tool

RSU tax estimator

A simple way to estimate the tax on a vesting year and the shortfall your withholding leaves behind. The interactive version is on the way.

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RSU withholding gap calculator

See how much your company under-withheld on a vest and what to set aside before April.

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RSU sell-or-hold after-tax calculator

Compare selling at vest against holding, after tax and after concentration risk.

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RSU net shares after withholding calculator

Estimate how many shares you actually keep once taxes are withheld at vest.

ISOs

Recommended Tool

ISO AMT estimator

Estimate the alternative minimum tax a planned ISO exercise would trigger this year, before you write the check to exercise.

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ISO exercise cost calculator

Add up the strike price and the AMT so you know the full cash cost of exercising your ISOs, not just the sticker price.

NSOs

Recommended Tool

NSO exercise calculator

Estimate the spread, the tax, and the cash you actually need to exercise, in four numbers you can do on a napkin.

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Multi-year NSO exercise planner

Model exercising in chunks to keep each year out of the top bracket, using a bracket-headroom worksheet you can build by hand.

ESPPs

Recommended Tool

ESPP return calculator

See the annualized return on your ESPP after the discount, lookback, and tax.

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ESPP cost basis adjustment calculator

Work out your corrected basis so you do not pay tax on the discount twice.

Hybrids & more

Recommended Tool

Concentration risk calculator

See how much of your net worth is riding on a single company stock, and the line where it gets dangerous.