Qualified Dividend Tax

Qualified Dividend Tax Calculator

The Qualified Dividend Tax Calculator compares ordinary and qualified treatment on the same dividend income. You enter your annual dividends, your other taxable income, and your filing status, and it returns the tax at ordinary rates beside the tax at the lower qualified rates, plus the savings. Qualified dividends get the same 0, 15, or 20 percent rates as long-term gains, while nonqualified dividends are taxed like wages. The gap depends on your bracket, so the tool prices it for your situation. Use it when you build a dividend portfolio and want to favor holdings that pay qualified dividends. It shows the after-tax value of that distinction in plain dollars.