Tools

Start with your situation.

Passive income and your corporate tax bill

See when investment income reduces your federal business limit and estimate the extra federal tax on active business income.

Separate initial corporate tax from a conditional dividend refund, with figures to verify with your accountant.

Find your estimated federal bracket and compare a proposed deduction across brackets. State and local tax are not included.

See how a taxable withdrawal can affect federal income tax, taxable Social Security and cash available to spend.