US Tax Estimator
Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up.
| Endpoint | https://my.yz-cpa.com/mcp (streamable-http) |
|---|---|
| Registry version | 1.1.0 |
| Now | 6 tools · grade A (97) · pin ts_25560b50ce75a47fc27b0ca5f14ac1e4 · protocol 2025-06-18 |
| First / last listed | 2026-10-25 06:06 UTC / 2026-10-25 06:06 UTC |
| Grade over time | 2026-10-25: A (97), 6 tools |
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Tools: estimate_federal_tax list_federal_tax_deadlines check_foreign_reporting_requirements screen_foreign_life_insurance_7702 compare_offshore_compliance_options estimate_inheritance_step_up
estimate_federal_tax | Estimates a year's U.S. federal income tax plus self-employment tax, the refund or balance due after withholding and estimated payments, marginal and effective rates, a bracket-by-bracket breakdown and, when prior-year figures are given, the safe-harbor quarterly estimated payment. Also answers 'how much more can I earn, withdraw from a 401(k) or convert to a Roth IRA before the next bracket': the params: estimated_payments_made, federal_withholding, filing_status*, itemized_deductions, planned_extra_income, prior_year_agi, prior_year_total_tax, qualified_dividends_and_long_term_gains, qualifying_children, self_employment_profit, tax_year*, taxpayers_age_65_or_older, total_income*, w2_wages |
list_federal_tax_deadlines | Lists upcoming U.S. federal tax deadlines with days remaining: quarterly estimated payments (1040-ES), individual return and extension dates, and optionally S-corporation, partnership and C-corporation return and estimated-tax dates. Dates are already moved off weekends and holidays. params: from_date, include_business, limit |
check_foreign_reporting_requirements | Checks a U.S. person's foreign-asset figures against the filing thresholds for FBAR (FinCEN Form 114), Form 8938 (FATCA) and Form 3520 (gifts or bequests from a foreign individual or estate). Only the forms whose figures are given are checked. Thresholds only: it does not decide which accounts or assets count; the descriptions of each input say what to include. params: filing_status*, foreign_accounts_max_aggregate, foreign_gifts_received, lives_abroad, specified_foreign_assets_max, specified_foreign_assets_year_end |
screen_foreign_life_insurance_7702 | Preliminary screen of whether a non-U.S. savings-type life insurance policy (for example a Hong Kong whole-life or savings plan) meets the U.S. definition of life insurance under IRC §7702, using the cash value accumulation test (CVAT) and the cash value corridor, from the policy's cash value table. A policy that fails is taxed each year on its inside growth (§7702(g)). Values in any one currency params: increasing_benefit_rule, issue_age*, issue_year*, policy_years*, sex* |
compare_offshore_compliance_options | For a U.S. taxpayer who missed FBAR or Form 8938 filings or left foreign income unreported, estimates and compares the cost of three catch-up paths: A) delinquent information return procedures (only when no income went unreported), B) amended returns with tax and interest plus a reasonable-cause statement (with the statutory penalty exposure if reasonable cause is rejected), and C) the Streamlined params: filing_status*, years* |
estimate_inheritance_step_up | For U.S.-listed stocks, ETFs, mutual funds or crypto held at someone's death (directly, in an estate or in a revocable living trust), estimates the value on the date of death from public market prices, the IRC §1014 step-up in cost basis and the capital-gains tax the heirs avoid (15%–23.8%), plus the dates that matter: the §2032 alternate valuation date, the Form 706 due date and the last day for params: date_of_death*, holdings* |
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