Estimated tax due (simple)

Step 1 collects your tax year, filing status, and income total so the estimator can prepare a simplified tax calculation. The tool is designed for quick estimates, so it focuses on the income total rather than a full income breakdown. This keeps the flow fast while still aligning the estimate with the year and status you select.

Step 2 applies your deduction choice. If you select the standard deduction, the tool uses the standard deduction for your filing status and tax year when the calculation engine is connected. If you select itemized, it uses the total you provide. This step generates taxable income for the simplified estimate.

Step 3 subtracts basic credits and compares total tax to your payments. You can enter a combined credits total to keep the estimate simple. The calculator then subtracts withholding and estimated payments to show whether you likely owe or receive a refund. Missing inputs are flagged so you can refine the estimate later.

Step 4 summarizes the estimate and highlights how close you are to break-even. The results panel displays total tax, payment totals, and the resulting balance due or refund placeholder. This gives you a quick snapshot while leaving room for more detailed tools if you need a deeper breakdown.

Step 5 keeps the estimate transparent by listing the assumptions behind it. Because the tool is simplified, the assumptions section reminds you that credits are combined and income is entered as a total. This helps you decide when to use a more detailed calculator for complex scenarios.