TaxesRoughly 4+

The program calculates an annual estimate for a U.S. Federal Tax Filing. It currently supports 2018, 2019, 2020, 2021, 2022, 2023, and 2024. It will be updated for 2025 when sufficient IRS data for 2025 are available. The application allows for multiple tax scenarios which can be saved locally and recalled. The recalled scenarios can be modified and resaved. The estimated annual tax for each scenario can be computed allowing one to see how changes to the inputs affect tax liability. For example, it is possible to see how one's tax bill changes by taking various amounts of capital gains or losses. The effect of a Traditional IRA to Roth conversion on tax liability can be estimated by adding the amount to be converted to the Wages/Salary field, wages or salary + Roth conversion amount. All data is saved locally only.