Refund Estimator

You can estimate how much your tax refund or balance due might be this year, simply by plugging a few numbers into the Refund Estimator. Knowing now what you can expect later can help with your financial plan for the upcoming year.

Please note: This online refund estimator provides a basic estimate and does not include detailed deduction information. The refund or balance due amount could be more or less depending on your actual tax situation (including, but not limited to Child Tax Credit and/or Earned Income Credit).

Want to get a more accurate estimate of your tax refund? Go to your local Jackson Hewitt office for a detailed Tax Planner. The Jackson Hewitt® Tax Planner is a great way to help you plan for your tax refund and the year ahead.

It will help you to:

  • Estimate your refund
  • Find additional potential deductions
  • Compare your current year refund with last year (if you are a returning customer)
  • Get a summary of tax law changes that may affect your refund
Bring the following with you when you visit your local Jackson Hewitt office:
  • Copy of the summary page
  • Information about dependents
  • Your latest paystub/earning statements data
  • One photo ID

(Fees apply).

Personal Information
Client Name  
Advisor Name  
Income and Tax Information
Tax filing status 
Taxable gross annual income subject to personal rates (W-2, unearned/investment, etc) ($) 
Qualified plan/IRA contribution ($) 
Itemized deductions (state/local and property taxes capped at $10,000) - $0 for Standard ($) 
Number of dependent children under 17 with SS# 
Number of non-child dependents 
Amount of gross income considered "unearned"/investment income ($) 
Are you (and your spouse if filing jointly) either blind or over age 65? 
Business/Self-Employed Income
Total company pass-through income ($) 
Individual company ownership (%) 
Total company capital assets ($) 
Total company W-2 wages ($) 
Withholding Information
Federal taxes withheld to date ($) 
Number of allowances claimed on W-4 
Payment frequency 

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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