Free Specialist Tools

Private, Zero-Storage U.S. Tax Calculators

Purpose-built client-side tools designed for individual tax filers, landlords, expats, and professional tax preparers. Perform complex calculations privately in your browser with zero data storage and strict IRC §7216 compliance.

Available Free Tool Output Format
Schedule E Rental Property & Depreciation
MACRS 27.5-yr / ADS 30-yr · Conversion basis · Repair safe harbor
Excel Workpapers
Form 8949 & Wash Sale Generator
FIFO cost basis · Code W wash sales · Broker CSV parsing
PDF & CSV Exports
Foreign Tax Credit Carryover Tracker
Form 1116 & Sched B · 10-year tracking · Passive/General baskets
CSV & Workpapers
Zero-Storage Commitment
All calculations execute locally inside your web browser. No tax forms, Social Security Numbers, brokerage statements, or financial transaction logs are stored on our servers.
Calculation Suite

Select a free tax tool to launch

Click below to use our complimentary tax calculation engines. Each tool functions independently and allows you to export ready-to-file schedules or software import files.

Schedule E Rental Property & Depreciation Assistant

Schedule E · MACRS Depreciation · Workpapers

Purpose-built for residential landlords and expats with U.S. or foreign rental properties. Organizes Schedule E figures in 10–15 minutes with complete audit-ready workpaper exports.

  • Dual depreciation engines: Computes U.S. MACRS 27.5-year GDS and foreign residential 30-year ADS depreciation.
  • Personal-to-rental conversion: Enforces Reg. §1.167(g)-1 lower-of-basis rule between conversion FMV and adjusted basis.
  • Repair vs. improvement rules: Guides De Minimis Safe Harbor expensing up to $2,500 vs mandatory capital improvements.
  • Partial rental & personal days: Allocates shared utilities, property taxes, and mortgage interest accurately.
  • Audit-ready Excel export: Generates structured workpapers ready for Drake, TurboTax, or CPA review.

Form 8949 Capital Gains & Wash Sale Generator

Capital Gains · Cost Basis · IRS Code W

Solves one of the most tedious requirements of Form 1040 Schedule D: matching lots under FIFO and correctly applying the 30-day wash sale replacement window.

  • FIFO lot-matching algorithm: Automatically matches buy and sell lots across multi-year trading records.
  • IRS §1091 Wash Sale detection: Flags replacement purchases within 30 days before/after loss sales and computes Code W basis adjustments.
  • Professional tax software exports: Direct CSV exports formatted for Drake Software, TurboTax, and TaxAct import.
  • Official IRS Form 8949 PDF: Generates ready-to-attach Form 8949 statement pages.
  • 100% Client-side privacy: Trades are processed entirely in browser memory.

Foreign Tax Credit (FTC) Carryover Tracker

Form 1116 · Schedule B · 10-Year Carryforward

Maintains an accurate multi-year audit trail for unused foreign income taxes across the statutory 1-year carryback and 10-year carryforward lifecycle.

  • Statutory basket separation: Tracks Passive Category and General Category income baskets independently.
  • Form 1116 limitation integration: Computes excess foreign taxes paid versus allowable limitation per tax year.
  • Schedule B reconciliation: Reconciles prior year carryovers, utilized credits, and expiring amounts automatically.
  • Exportable workpaper CSVs: Download structured carryover workpapers ready for client files or tax return attachment.
  • Browser-persisted or ephemeral: Store your tracking data locally on your device or export to CSV.
Zero-Data Architecture

Designed for tax practitioner security and client privacy

We believe sensitive tax records should never be uploaded to third-party databases without an express, documented engagement.

IRC §7216 Strict Compliance

Our tools do not collect, store, or transmit your personally identifiable information (PII) or tax return transactional details. Data processed in the tool stays in your browser session.

Practitioner-Grade Output

Whether you use Drake Software, ProConnect, UltraTax, or TurboTax, our generators output cleanly structured CSV and PDF workpapers formatted to standard professional specifications.

Seamless Expert Escalation

If your tax situation extends beyond calculations into complex international reporting—such as PFIC Form 8621 or Foreign Gift Form 3520—licensed professionals are available on demand.

Need professional assistance with your tax filing?

These free calculation tools are provided for self-service analysis and practitioner assistance. When your filing involves cross-border issues requiring specialized preparation and review, US Tax Pilot provides clearly scoped specialist services:

PFIC Form 8621 Preparation (USD 250) Foreign Gift Form 3520 (USD 300) Complete Form 1040 Tax Return For EAs & CPAs