Rich Direction

Free Excel tax workbook

Free 2025 federal and state tax estimate workbook

Download an Excel workbook that estimates 2025 federal income tax and simplified resident state income tax for all 50 states and the District of Columbia. Compare estimated taxes with withholding and payments to see a projected refund or remaining amount due.

FreeExcel workbook

Free 2025 Federal and State Tax Estimate Workbook

Estimate 2025 federal income tax and simplified resident state income tax for all 50 states and the District of Columbia. State calculations use documented assumptions and may require manual additions, subtractions, credits, local taxes, or an official-tax override. The workbook is designed for individual resident W-2 scenarios and includes documented limitations for state-specific adjustments, credits, local taxes, and other items.

  • Simplified resident estimates for all 50 states and the District of Columbia
  • Documented federal and state assumptions and official source links
  • Optional entries for state additions, subtractions, credits, local taxes, and official-tax overrides
  • Educational estimate, not tax preparation or filing software
  • Immediate controlled link plus email recovery link

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