Financial Tools

These calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.

Budget

College

Debt

Home & Mortgage

Income

Insurance

Investment

Payroll & Benefits

Qualified Plans

Retirement

Savings

Business

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice, or supplement the advice of a professional advisor. There is not and can not be a guarantee of their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. You are encouraged to seek personalized advice from qualified professionals regarding all personal finance issues.

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Upcoming Closures for TAS and IRS

Due to the current budget situation, including the sequester, all IRS and TAS offices will be closed on May 24, June 14, July 5, July 22 and Aug. 30, 2013. Tax-filing and payment deadlines will r...

Return Preparer Test Refund Update

Some preparers made appointments to take the test to become a registered return preparer, and paid the required fee. Since a U.S. District Court issued an injunction stopping the testing, the IRS...

New Success Story: TAS Saves Taxpayer’s Car from Repossession

When a taxpayer whose return was being delayed by the IRS was facing a possible repossession of his vehicle, TAS stepped in to help. See how his TAS case advocate saved the day on the on the Succ...

NTA makes the case for regulating tax preparers

Each year, taxpayers hire paid practitioners to prepare and file nearly 80 million individual tax returns, due to the overwhelming complexity of the tax code. Efforts by the IRS and Treasury to r...

TAS Case Advocates: Your Voice at the IRS

TAS case advocates assist qualifying taxpayers nationwide in resolving problems with the IRS. Identity theft was the most common issue in TAS casework during fiscal year 2012 (10/1/11 – 9/3...

National Taxpayer Advocate (NTA) Nina Olson Testifies on IRS Budget

In her recent testimony before Congress, National Taxpayer Advocate (NTA) Nina Olson notes the IRS could only answer 57 percent of calls on tax day – an “F” in any grading book....

Taxpayer Advocate Service: Advocacy in Action; Improvements to Online PTIN System

TAS received nearly 220,000 new cases in FY2012. In addition, identity theft-related cases rose 97 percent. Learn more about TAS’s mission and work on the Who We Are page of the Tax Toolkit...

NTA Interviewed on Tax-Related Identity Theft; Video Explains What to Expect From TAS; New Tax Reform Comments Available

In a recent interview on Federal News Radio, National Taxpayer Advocate Nina Olson outlines the recent dramatic increase in tax-related identity theft, discusses how TAS and the IRS are working t...

National Taxpayer Advocate Nina Olson Testifies on Tax Fraud and Tax ID Theft

National Taxpayer Advocate Nina Olson testified before the U.S. Senate Finance Committee on April 16 about several key tax issues, including tax fraud, tax identity theft and tax reform. Read her t...

2013 Tax Forum Registration, PTIN Renewal Applications Update

Each year, TAS participates in the IRS Nationwide Tax Forums, a three-day series of tax education and networking conferences for tax professionals. Learn about registration, dates and locations f...