What information do I need in order to estimate my federal taxes with april Estimator or april Optimizer?

This article was updated for Tax Year 2023, last edited on January 5th, 2024.

The april Estimator (and estimating portion of april Optimizer) bases your estimate on certain information that you provide, as well as other factors such as then-current tax regulations. This means there are key details the estimation process will need from you. It is required that you have at least three paychecks to be able to move you forward in the process.

You may be able to import some or all of these fields automatically from the partner that referred you to april (e.g., your bank or your payroll provider).

Filing Status
DOB for yourself (and spouse if filing married jointly)
Current job information
- Employer Name
- Employer Address
- EIN (Employer Identification Number)
Current job pay cycle information
- Start date (use January 1st if the job began before the start of the current year)
- First pay period end
- Pay cycle cadence
- Salary
Job and pay cycle information for other withholding jobs (if applicable)
Additional income sources (if applicable)
- Self-employment
  - Income predicted, after deducting business expenses but not deducting taxes
- Investments
  - Estimate of interest, dividends, or capital gains (such as stock, mutual fund, ETF, or other sales)
  - Estimate of how much will be withheld for taxes
- Other income
  - Estimate of income total
  - Estimate of how much will be withheld for taxes
Dependents (how many and, if applicable, ages)

For coverage details and other important legal information about Estimator and Optimizer, you can read more here and here.

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

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