Estate Tax

Calculate Estate Tax instantly with the exact formula and a worked example.

Estate Tax

Gross estate value$
Deductions (debts, spouse, charity)$
Exemption (incl. spousal portability)$
Estate tax (US)
1,600,000$
Calculate Estate Tax instantly with the exact formula and a worked example.
Taxable amount
4000000$
Effective rate
8%
To heirs after tax
17400000$

More about: Estate Tax

What it calculates

The “Estate Tax” calculator computes Estate tax (US) in $ from 3 parameters: gross estate value ($), deductions (debts, spouse, charity) ($), exemption (incl. spousal portability) ($).

Helps estimate your tax burden, check deductions, and plan tax payments.

Example calculation

With parameters Gross estate value = 20,000,000 $, Deductions (debts, spouse, charity) = 1,000,000 $, Exemption (incl. spousal portability) = 15,000,000 $ the result is 1,600,000 $.

How to use

  1. Enter gross estate value, deductions (debts, spouse, charity) and exemption (incl. spousal portability) — each field above is adjustable with a slider.
  2. Estate tax (US) ($) is calculated automatically as you type.
  3. Check the worked example below to see the formula applied to real numbers.
  4. Copy the result or bookmark this calculator.

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FAQ

How does sales tax work in the US?
Sales tax is added to the price of goods at checkout and varies by state and locality. For example: California 7.25%, New York ~8%, Texas 8.25%, Florida 6%. Some states have no statewide sales tax.
How do I add sales tax to a price?
Multiply the pre-tax price by the tax rate to get the tax amount, then add it to the price. Example: $1,000 × 7.25% = $72.50 tax, for a $1,072.50 total.
How do I extract tax from a tax-inclusive total?
Divide the total by (1 + rate). Example: a $1,072.50 total at 7.25% gives a $1,000 pre-tax price, so the tax was $72.50. Use the “tax included” toggle to do this automatically.
What is VAT and how is it different?
VAT (Value Added Tax) is used across the EU and many other countries, typically 17–27%, and is usually shown included in the displayed price. US sales tax is normally added at checkout instead.

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