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Dividend Tax Calculator

Enter your 2026 income

$

Form 1099-DIV box 1a, which includes qualified dividends.

$

Form 1099-DIV box 1b.

$

Wages, interest, retirement income and other taxable income before deductions, not counting dividends.

$

2026 standard deduction for your filing status: $16,100. Enter your itemized total if larger.

More options
$

Interest, rents and capital gains already included in other income. Counts toward the 3.8% tax only.

%

Most states tax all dividends as ordinary income.

Your results

Tax on your dividends

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Effective rate on dividends

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Dividends after tax

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Breakdown

Tax on qualified dividends–
Tax on nonqualified dividends–
Net investment income tax (3.8%)–
State tax–
Taxable income with dividends–
Saved by qualified treatment–

How your dividends are taxed

Dividends sit on top of your other income: nonqualified dividends fill your ordinary brackets first, then qualified dividends use the 2026 capital gains rates.

PortionRateAmountTax

2026 qualified dividend rates by taxable income

Filing status0% up to15% up to20% above3.8% NIIT above (MAGI)

Results are estimates for educational purposes and are not financial, tax or legal advice.

Estimate how much federal tax you will owe on your dividends in 2026, with qualified dividends at the 0%, 15% or 20% rates, ordinary dividends at your bracket and the 3.8% net investment income tax. Try the free income tax calculator to run your own numbers — everything is calculated in your browser and nothing you enter is stored or sent anywhere.