U.S. Estate Tax Calculator Altro Levy
Under the current rules, a Canadian may be subject to U.S. estate tax of up to 40% of the value of their U.S. assets upon death.
The calculation depends on the following three factors:
1. Year of death
2. U.S. estate (includes U.S. real estate and shares of stock of U.S. companies held in direct ownership)
3. Worldwide estate (this includes everything, even your RRSPs and life insurance proceeds)
If you hold U.S. assets, we recommend that you consult one of our cross border experts to discuss solutions and strategies for U.S. estate tax, probate and other cross-border tax and estate planning issues.
In order to calculate your exposure, use the calculator below. Please note that the calculator reflects the changes to U.S. estate tax effective January 1, 2017. The calculator is updated annually to reflect annual adjustments to the exemption amount.
U.S. Estate Tax Calculator
Please input your information
Estimated Taxable Amount
Estimated Tax Marginal Rate
Estimated Estate Tax Amount
Unified Credit Amount
Estimated Estate Tax Payable
NB: Additional treaty benefits could reduce or eliminate tax pursuant to the Canada - United States Tax Convention.
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