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Inheritance Tax Calculator

Beneficiary share, deductions, exemption and editable tax rules

Estimate Inheritance Tax without Assuming One Universal Rate

Calculate a beneficiary’s taxable inheritance after estate costs, deductions, ownership share and an entered exemption. Choose a flat rate or build a progressive bracket schedule. Every legal assumption remains editable because inheritance-tax rules depend on jurisdiction, relationship and tax year.

ESTATE
TAX MAP

Estate and beneficiary

Inheritance tax estimate

How do you calculate inheritance tax?

Start with the estate value, subtract allowable estate debts and deductions, multiply the distributable estate by the beneficiary’s share, subtract the beneficiary exemption, then apply the jurisdiction’s rate or brackets. Interest is calculated separately in this tool so the base tax remains visible.

Inheritance tax versus estate tax

Inheritance tax can be imposed on what a beneficiary receives, while estate tax can be imposed on the transfer from the decedent’s estate. The United States does not have a federal inheritance tax, although federal estate tax and some state-level transfer taxes can apply. This calculator does not silently substitute one tax for another.

Why are the rates editable?

Rates and exemptions differ by place, beneficiary relationship and tax year. Hard-coding one rate would give misleading answers to most users.

Does this calculate capital gains on inherited property?

No. Capital gains from a later sale are a separate calculation involving basis, sale proceeds and applicable tax rules.

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