Equity compensation tax calculator 2026 tax year
All four calculators update live as you type. Figures use 2026 IRS parameters. Assumes the standard deduction and single or married-filing-jointly status.
Need more help? Get additional services with VestWiz Pro
Track every vest automatically, get quarterly reminder emails, and export everything clean for tax time.
Get VestWiz Pro — $199/yrRSU withholding-gap calculator
Your employer withholds a flat 22% federal on vests. This compares that against your true marginal liability.
Your results
Need more help?
Save this vest, auto-track the gap, and get reminder emails with Pro.
Get Additional Services — VestWiz ProFederal gap only: FICA is withheld at actual rates so it has no gap. If a single vest exceeds $1M, withholding is 37% instead of 22%.
ISO / AMT estimator
Simplified estimate: AMT income = regular taxable income + the ISO bargain element. Ignores capital-gain rate preferences under AMT and state add-backs.
Your results
Need more help?
Log ISO exercises and get AMT checks all year with Pro.
Get Additional Services — VestWiz ProESPP tax calculator
Enter your purchase details and sale date. Both tax outcomes are shown so you can compare.
Your results
Need more help?
Track ESPP purchases and get filing-ready exports with Pro.
Get Additional Services — VestWiz ProEstimated-payment planner
Computes your safe-harbor target from last year's tax and spreads the remainder across quarters.
Your plan
2026 due dates
Need more help?
Never miss a quarterly deadline — Pro emails you before each one.
Get Additional Services — VestWiz ProWant these numbers in your inbox?
Email signup opens soon — results stay in your browser until then.