What do I need for the IRS Tax Withholding Estimator?

Prepare for the IRS Tax Withholding Estimator by tracking paystubs, last return, W‑4 details, and spouse income for 2025 or 2026. This helper scores your readiness, highlights missing documents, and captures notes and next steps after you run the official estimator.

Documents checklist

No login required.

How this calculation works

  • Scores readiness based on required documents and inputs.
  • Lists missing items to gather before running the estimator.
  • Stores notes on estimated refunds and next actions.

Common mistakes and caveats

  • This helper does not calculate withholding or tax.
  • Estimator results depend on accurate paystub data.
  • State withholding rules are not addressed.

FAQ

Does this tool replace the IRS estimator?

No. It organizes your inputs and notes, but you still need the official IRS estimator.

Last updated & sources

Last updated January 27, 2026.

TaxGuide Pro provides free state and federal tax calculators for individuals, freelancers, and small businesses.