💡 How to Use the Dividend Income Tax Calculator
This calculator estimates your federal tax on dividends for the 2025 tax year. It separates qualified and ordinary dividends and applies the appropriate tax rates based on your income and filing status.
- Qualified Dividends: These are typically from U.S. stocks held over 60 days and are taxed at lower rates (0%, 15%, or 20%) depending on your income.
- Ordinary Dividends: These are taxed as regular income using the federal income tax brackets.
- Filing Status: Choose your IRS filing category: Single, Married Filing Jointly, or Head of Household.
- Total Annual Income: Enter your estimated total income for 2025, including salary, capital gains, and dividends.
Click “Calculate” to view your estimated tax on dividends and your net income after taxes.