The Retirement Specialists of Central Ohio

Federal Income Tax

Paying federal income taxes is one of most people's least favorite annual activities. As a result, many people tend to procrastinate by not planning for their taxes each year and by completing and filing the forms at the last possible minute. This calculator is designed to help you estimate your annual federal income tax liability.

What's Your Estimated Federal Income Tax Liability?

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This hypothetical example is used for illustrative purposes only. Actual results will vary.

This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Broadridge Advisor Solutions. © 2026 Broadridge Financial Solutions, Inc.

Want these numbers applied to your own return?

We'll look at your pension, Social Security timing and withdrawals together and show what each choice costs in tax.