AnnuityPay

Annuity Tax Calculator

Taxable portion of each annuity payment.

Your annuity numbers never leave your browser — all math runs locally.
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Try: Premium=100000, Assumed rate=4, Payout years=20 → $33,333, $8,000,000, 125.00%, 9875.00%

How to use

With a non-qualified annuity, part of each payment returns your basis tax-free. The calculator shows the split.

FAQ

Are qualified annuities different?

Yes — with IRA/401k funds the entire payment is usually taxable as ordinary income.

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