Federal Estate Tax Calculator

Notes

Gross estate

Include securities, life insurance in your name, retirement accounts, gross real estate values (mortgages on real estate should be placed in liabilities), small business interests, ownership portion of jointly held property, personal property and other assets.

Estate liabilities

Include mortgages on real estate, business-related debt, credit cards and other debt.

Estate deductions

Include only expected marital deduction and charitable deductions. Do not include $600,000 exemption. The calculator automatically incorporates the $600,000 exemption.