Tax Estimator
Estimate your dividend tax impact.
Calculate federal taxes on qualified and ordinary dividends based on your filing status and income level. Understand how dividend type affects your after-tax returns.
Your inputs
Enter your income and dividend details to estimate taxes.
Understanding dividend taxation
Qualified dividends receive preferential tax rates (0%, 15%, or 20%) based on your total taxable income. Most dividends from U.S. corporations held for more than 60 days qualify. Ordinary dividends are taxed at your marginal income tax rate. The Net Investment Income Tax (NIIT) adds 3.8% on investment income for higher earners. Tax rates shown are for 2024.