Updated
Using Estate tax calculator
Estimate US federal estate tax for a 2026 citizen or resident estate with no prior taxable gifts.
For this restricted case, federal tax is 40% of taxable estate above the 2026 $15 million basic exclusion. Deductions must already be determined under Form 706 rules. No prior adjusted taxable gifts, portability/DSUE, restored exclusion, special credits, nonresident rules, state estate or inheritance taxes, or generation-skipping tax are modeled. Filing obligations can apply even when the estimate is zero. This is a scenario calculation, not a return or estate plan.
A worked example
For 2026 gross estate (usd) = 17000000, allowable estate deductions (usd) = 1000000, prior adjusted taxable gifts? = None, year of death = 2026, estimated federal estate tax (usd) = 400,000.00.
Before you use the result
For this restricted case, federal tax is 40% of taxable estate above the 2026 $15 million basic exclusion. Deductions must already be determined under Form 706 rules. No prior adjusted taxable gifts, portability/DSUE, restored exclusion, special credits, nonresident rules, state estate or inheritance taxes, or generation-skipping tax are modeled. Filing obligations can apply even when the estimate is zero. This is a scenario calculation, not a return or estate plan.
Example results for 2026 gross estate (usd)
These examples use Allowable estate deductions (USD): 1000000; Prior adjusted taxable gifts?: None; Year of death: 2026. They are reference calculations, not recommended settings.
| 2026 gross estate (USD) | Estimated federal estate tax (USD) |
|---|---|
| 8500000 | 0 |
| 17000000 | 400,000.00 |
| 34000000 | 7,200,000.00 |
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ToolOctopus. “Estate tax calculator.” Updated 2026-09-29. https://tooloctopus.com/estate-tax-calculator.
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