Dividend Tax Calculator

Estimate your tax liability on dividend income from stocks and mutual funds

Your Information

Tax Year

Filing Status

Annual Taxable Income ($)

Dividend Details

Add your dividend income from various stocks and funds. Different dividends may be taxed at different rates.

Dividend Source 1

Stock/Fund Name

Dividend Amount ($)

Foreign Tax Paid ($)

Dividend Type

Qualified Dividend Ordinary Dividend

Dividend Tax Results

Overall Summary

Total Dividend Income $0

Total Tax Liability $0

Effective Tax Rate 0.0%

Foreign Tax Credit $0

Dividend Tax Breakdown

Qualified Dividends $0

Qualified Dividend Tax $0

Ordinary Dividends $0

Ordinary Dividend Tax $0

Total Dividend Tax Due

Based on your income level and dividend types

Dividend Summary

Source	Amount	Type	Tax Rate	Tax Amount	Foreign Tax

Applied Dividend Tax Rates

Qualified dividends are taxed at preferential capital gains rates:

Ordinary (non-qualified) dividends are taxed at ordinary income tax rates:

Qualified dividends generally include dividends paid by U.S. corporations and certain foreign corporations that meet specific holding period requirements.

Ordinary dividends typically include dividends that don't meet the qualified dividend criteria, including dividends from REITs, MLPs, and certain foreign companies.

This calculator provides estimates based on federal tax rates for the selected tax year. State and local taxes may also apply. The information provided does not constitute tax advice. Please consult with a tax professional for your specific situation.