Get your US federal return ready
Pull in your income, run the federal, state and self-employment math, and walk away with a filing-ready 1040 summary you can e-file or hand to your preparer.
Bring in your income
Securely link your bank and payroll to import your W-2 and 1099s, or type them in. Last year’s return imports too, so nothing is re-keyed.
Step by step
The same journey, written out — so you can read it at your own pace.
- Bring in your income
Securely link your bank and payroll to import your W-2 and 1099s, or type them in. Last year’s return imports too, so nothing is re-keyed.
- Run the federal math
We compute AGI, apply the standard deduction and the QBI deduction, and work the tax up through the brackets — the way the 1040 does.
- Federal + state + FICA
Federal income tax, self-employment tax and your state liability — added up so you know exactly what you owe, and your effective rate.
- Quarterly estimates, sorted
For 1099 income we work the safe-harbor and split it into four quarterly vouchers — so April never surprises you.
- Filing-ready 1040
A complete 1040 summary with Schedule C and Schedule SE — export the PDF to e-file yourself, or send it straight to your preparer.
Common questions
Does AI TaxPilot e-file my federal return?
It prepares a complete, filing-ready 1040 summary — federal, state, self-employment and estimated payments. You can e-file it yourself or hand the export to your preparer. We don’t replace the IRS e-file step.
Which states are covered?
The federal computation works for everyone; state estimates cover the states with an income tax, including the no-tax states (where your state line is simply $0).
Know what you owe — to the dollar
Run your federal, state and self-employment tax, sort your quarterly estimates and export a filing-ready 1040.
Start freeThis guide is general information, not personal tax advice, and reflects the rules we believe to apply as at June 2026 — rates and thresholds change. Always check your own figures against the IRS and consider a qualified adviser before acting. You remain responsible for the accuracy of anything you file.
Go deeper
The full guides and articles behind this journey.
Brackets and the standard deduction, marginal vs effective rates, FICA, retirement accounts, capital gains and the OBBBA changes.
The 0/15/20% rates, the unindexed 3.8% NIIT, qualified dividends, the wash-sale rule and tax-loss harvesting.
The 15.3% SE-tax saving is real — but reasonable comp, QBI and state rules can shrink or wipe it out. Here's the math.
More flight plans
File your Self Assessment
From a blank return to filed-with-HMRC in one sitting — your figures pulled in, the maths checked, the SA100 submitted.
Build & file your company accounts
Turn a year of bank transactions into FRS 105 micro-entity accounts and file the iXBRL to Companies House — without a spreadsheet in sight.
File your Corporation Tax (CT600)
Carry your accounts into the CT600, let us handle marginal relief and the adjustments, and file the return plus computation to HMRC.