2026 Tax Year · Federal Estimates

Tax Planning Tool

Model your projected federal tax liability, check your quarterly estimated payments against the IRS safe-harbor rules, and see whether an S-corp election could lower your tax bill, all in real time.

Planning estimates only. This tool uses simplified 2026 federal formulas (Texas has no state income tax) and does not account for every credit, phase-out, or filing nuance. It is not tax advice and is not a substitute for a prepared return. Talk to Sumler Advisory before acting on any number shown here.

Your Income & Deductions

Enter projected full-year figures. Results update as you type.

Projected Results

2026 federal tax, Texas has no state income tax.

Total Estimated Federal Tax
$0
Gross income$0
Adjusted gross income (AGI)$0
Deduction applied$0
QBI deduction (§199A)$0
Taxable income$0
Ordinary income tax$0
Cap gains / qualified div. tax$0
Self-employment tax$0
Additional Medicare tax (0.9%)$0
Net investment income tax (3.8%)$0
Total federal tax$0
Effective rate0%
Marginal ordinary rate0%

Safe-Harbor Inputs

The IRS lets you avoid underpayment penalties by paying in the lesser of 90% of this year's tax or 100%/110% of last year's tax.

Quarterly Payment Plan

Dates: Apr 15, Jun 16, Sep 15, and Jan 15 of the following year.

Required Per Quarter
$0
100%/110% of prior year$0
90% of current year$0
Safe-harbor target$0
Less: withholding$0
Remaining required (annual)$0
Already paid in estimates$0
Still owed this year$0

If withholding alone already covers the safe-harbor target, no quarterly vouchers are required. Underpayment penalty is calculated by the IRS at the federal short-term rate + 3%, applied per quarter shortfall.

Sole Prop / LLC vs. S-Corp

Compare paying full self-employment tax on all profit vs. electing S-corp status: a reasonable salary through payroll, with the remainder as a distribution not subject to SE tax.

This ignores S-corp payroll administration costs (payroll service, separate tax filings, reasonable-comp documentation), typically $800 to $2,500 per year, which should be netted against any savings shown below.

Side-by-Side Comparison

StructureSole Prop / LLCS-Corp Election

Saved Scenarios

Save projections from the Individual tab to compare strategies side by side, for example baseline vs. maxing out a 401(k), or before and after a Roth conversion. Saved in this browser only.

No scenarios saved yet. Go to the Individual Projection tab, adjust your inputs, and click Save as Scenario.