Required
| Tax Year | |
|---|---|
| Filing Status | |
| Dependents (Count) | |
| Qualifying Children Under Age 6 | |
| Qualifying Children Ages 6–17 | |
| Other Dependents (0–10) |
Quick Mode
Standard Deduction automatically applied.
Income (Annual)
| Self-Employment Net Profit (Schedule C) | |
|---|---|
| Taxable Interest | |
| Ordinary Dividends | |
| Qualified Dividends |
Enter the qualified portion already included in Ordinary Dividends, after verifying eligibility and holding-period rules. Do not add it again to Ordinary Dividends. Basic 2025–2026 estimate only. Special capital-gain worksheets and taxpayer situations are not included. |
| Taxable IRA Distributions | |
| Taxable Pensions/Annuities | |
| Unemployment Compensation | |
| Social Security Benefits (SSA-1099 Box 5) | |
| Tax-Exempt Interest (for provisional income) | |
| Current-Year Short-Term Capital Gain / (Loss) |
Enter the already-adjusted current-year category total, excluding prior-year carryovers. Use a minus sign or parentheses for a loss. |
| Current-Year Long-Term Capital Gain / (Loss) |
Enter the already-adjusted current-year category total, excluding prior-year carryovers. Use a minus sign or parentheses for a loss. |
| Prior-Year Short-Term Capital-Loss Carryover |
Enter the verified prior-year capital-loss carryover for this category as a positive amount. Do not include it again in the current-year gain/loss field. |
| Prior-Year Long-Term Capital-Loss Carryover |
Enter the verified prior-year capital-loss carryover for this category as a positive amount. Do not include it again in the current-year gain/loss field. Basic ordinary capital gain/loss estimate only. Does not prepare Form 8949 or Schedule D or calculate next-year carryovers. Special-rate and negative-AGI cases are excluded. |
Adjustments (Above-the-Line)
| Educator Expenses (optional) | |
|---|---|
| HSA Deduction (optional) | |
| Student Loan Interest (optional) | |
| Traditional IRA Deduction (optional) | |
| Self-Employed Health Insurance (optional) | |
| SEP/Solo 401(k) Deduction (optional) |
Deductions
| Itemized Deductions Total (if not using standard) | |
|---|---|
|
2026 only. Cash contributions to qualifying organizations when using the standard deduction. Maximum $1,000, or $2,000 Married Filing Jointly. Not used with itemized deductions. Your entered amount is preserved. |
|
Credits
Child Tax Credit and Credit for Other Dependents are basic estimates without phaseouts.
| Education Credits (if applicable) | |
|---|---|
| Child & Dependent Care Credit (if applicable) |
Adoption Credit Estimate — Form 8839 Rules
Uses Form 8839 rules to estimate the adoption credit for your 1040 refund or balance due. This does not prepare Form 8839.
2025 / 2026 only. Enter whole-dollar amounts. No identifying numbers are collected.
| Puerto Rico exclusion; Form 2555 lines 45/50; Form 4563 line 15. | |
| Calculated adoption MAGI | |
Domestic: expenses before finalization are claimed the following year, even if unsuccessful. Foreign: pre-final expenses wait until finalization. Expenses in/after finalization are claimed when paid. Enter the Form 8839 finalization year, including applicable foreign-adoption elections. Do not re-enter expenses already claimed.
Unused Nonrefundable Carryforward
Enter each originating year once. Unused credit expires after its fifth following tax year; carryforwards never become refundable.
Enter the completed worksheet result, including its Schedule 8812 coordination when applicable. Titan does not calculate this worksheet.
Authority: Form 8839 instructions ↗ · Rev. Proc. 2025-32 §4.04 ↗
Home Energy Credit Estimate — Form 5695 Rules
Uses official Form 5695 rules to estimate applicable credits for your 1040 refund or balance due. This does not prepare Form 5695.
2025: qualifying installation/original use must be complete by December 31. A deposit alone does not qualify. 2026 Current: no new credits; eligible residential clean-energy carryforward only.
Enter each expense once. Exclude costs claimed elsewhere and rebates/subsidies. For insulation, doors and windows, exclude installation labor. Use your allocated costs for a condominium/cooperative.
Use the completed official worksheets, coordinated with other credits. Do not also enter these amounts in another credit input. Unused home-improvement credit expires; eligible residential clean-energy credit carries forward.
Authority: Form 5695 instructions · IRC §§25C, 25D ↗
Clean Vehicle Credit Estimate — Form 8936 Rules
Uses official Form 8936 rules to estimate applicable vehicle credits for your 1040 refund or balance due. This does not prepare Form 8936.
One selected personal-use vehicle. Acquisition requires a binding written contract and payment (including a nominal down payment or trade-in) by September 30, 2025. Placed in service means possession; a qualifying pre-cutoff acquisition may enter service in 2026.
MAGI: use Form 8936 current/prior-year amounts, including required exclusions/additions. Either year may qualify under that year’s filing status. A dealer transfer is never added again to payments or refund. Nontransferred personal credit is nonrefundable; no carryforward.
Enter the official remaining-tax amount for this selected credit, coordinated with all other credits. Do not also enter the credit in another input. Titan does not calculate credit ordering or transfer repayment.
Authority: Form 8936 instructions · IRC §§30D, 25E ↗ · IRS acquisition cutoff guidance ↗
Payments
| Estimated Tax Payments | |
|---|---|
| Prior-Year Applied Refund |
Estimated Federal Income Tax
A quick planning snapshot of the estimated return position, tax totals, and bracket exposure.
Key Results
Summary
Summary Table
| Category | Amount |
|---|---|
| Estimated AGI | $0 |
| Gross Social Security Benefits | $0 |
| Taxable Social Security Included in AGI | $0 |
| Non-Taxable Social Security | $0 |
| Standard/Itemized Deduction Used | $0 |
| Personal Exemptions | $0 |
| Total Deductions & Exemptions | $0 |
| Taxable Income | $0 |
| Estimated Regular Tax | $0 |
| Estimated Credits Applied | $0 |
| Estimated Total Tax | $0 |
| Estimated Payments | $0 |
| Estimated Refund / Amount Due | $0 |
| Refundable Adoption Credit (included in payments) | $0 |
| Nonrefundable Adoption Credit Applied (included in credits) | $0 |
| Nonrefundable Carryforward Remaining | $0 |
| Home Energy Credit Applied (included in credits) | $0 |
| Residential Clean Energy Carryforward Remaining | $0 |
| Clean Vehicle Credit Applied (included in credits) | $0 |
| Dealer-transfer repayment review required. Refund/balance estimate is incomplete; repayment/recapture has not been calculated. | |
Bracket Breakdown
| Rate | Income Taxed at Rate | Tax from Bracket |
|---|