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Finance & LoansGenerated accuracy model review: 2026-05-06

Estate Tax accuracy and testing

This page documents how Calwarden builds trust for this calculator: source notes, regression-style default tests, limitations, assumptions, unit handling, rounding, and visible change history.

Formula source

  • Taxable Estate = Total Value - Exemption. The 2024 Exemption is $13.61 Million per person. Any value above this is generally taxed at rates up to 40%.

Test cases

Default input regression check

Generated from the checked-in default inputs and calculate function.

Inputs

  • Estate Tax Preset: irs_estate_tax_2026
  • Total Estate Value: $15,000,000
  • Marital Status: Single
  • Manual Exemption: $15,000,000
  • Manual Top Rate: 40%

Expected outputs

  • Estimated Estate Tax: $0.00
  • Effective Rate: 0.00%

Known limitations

  • Does not calculate State Estate Taxes (which have much lower limits in states like MA, OR, WA). Does not account for complex deductions or the graduated rates on the first $1M of taxable value (simplified to 40%).

Assumptions

  • Inputs are interpreted exactly as entered in the calculator form.
  • The calculation runs locally in the browser using the current checked-in calculator definition.

Unit handling

  • Estate Tax Preset accepts one of the configured options.
  • Total Estate Value accepts values in $.
  • Marital Status accepts one of the configured options.
  • Manual Exemption accepts values in $.
  • Manual Top Rate accepts values in %.
  • Estimated Estate Tax is displayed as currency.
  • Effective Rate is displayed as a percentage.

Rounding rules

  • Number displays use up to 2 decimal places in the calculator UI.
  • Currency outputs are displayed with standard US dollar formatting.
  • Percent outputs are displayed with two decimal places.

Version history

1.0.0 - 2026-05-06

Generated accuracy and testing page from the current estate-tax-calculator calculator definition.

Change log

2026-05-06

Published default regression test documentation and metadata fallbacks for Estate Tax.

Calculator transparency

Accuracy pages are generated from checked-in calculator definitions and can be upgraded with curated review metadata over time.

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