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Inheritance Tax Calculator

Separate tax on the estate from a state inheritance tax charged to a beneficiary.

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Editable assumptionsU.S. planning toolReviewed August 2026

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What this tool can tell you

The federal estimate applies a simplified 40% rate above the 2026 basic exclusion. State exemptions, relationship classes, portability, gifts, deductions, and elections are not modeled.

Important: This is a general educational planning tool. It does not create legal rights, make an official determination, or replace a current quote, signed agreement, government instruction, or advice from a qualified professional who knows your facts and jurisdiction.

Primary reference: IRS 2026 estate-tax exclusion. Rules, thresholds, rates, and forms can change; verify them before acting.