PurchaseTM

What's Included in the Tax Mapper

App Features

Taxes and Credits Modeled

Taxes and Credits Modeled

Dynamic Tax Map — shows how taxes evolve as income increases
Full tax summary — Federal and state results, income to total tax, side by side
Bracket visualization — see exactly which bracket each dollar falls into
Social Security taxability — see exactly how much of your benefit is taxed
IRMAA in real dollars — projected Medicare surcharge, monthly and annual
Threshold table — distances to brackets, IRMAA tiers, NIIT, Additional Medicare, and phaseouts
Future-year accuracy — inflation-projected thresholds, including limits frozen by law
Local-only data — no data transmitted to our servers

Taxes and Credits Modeled

Taxes and Credits Modeled

Taxes and Credits Modeled

Filing Status — Single, Head of Household, Married Filing Joint
Federal Income Tax — ordinary brackets, LTCG brackets, and capital‑gain stacking, Net Investment Income Tax (NIIT)
Standard & Itemized Deductions — including SALT phase out
Senior Bonus Deduction — for age 65+ through 2028
Charity Deduction - for both standard and itemized deductions
Child Tax Credit & Other Dependent Credit — add as many dependents as needed
Educational Credits — American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC)
IRMAA — Medicare premium tiers and thresholds