Finance Tools
After Tax Dividend Income Calculator
Estimate take-home dividend income after taxes. Calculate monthly and annual after-tax dividend income using dividend yield, investment amount, and dividend tax rate.
After Tax Dividend Income Calculator
Estimate your take-home dividend income after taxes. Enter your investment amount, dividend yield, and dividend tax rate to calculate monthly and annual after-tax dividend income.
Results
After-Tax Dividend Yield (approx): 3.40%
Annual dividend income:
Gross Annual Dividends: $2,000
Estimated Annual Dividend Tax: $300
Take-Home Annual Dividends: $1,700
Monthly dividend income (annual ÷ 12):
Gross Monthly Dividends: $166.67
Estimated Monthly Dividend Tax: $25
Take-Home Monthly Dividends: $141.67
Inputs used: investment $50,000, yield 4.00%, tax rate 15.00%. This is a simplified planning estimate.
How to use
- Enter your investment amount.
- Enter your annual dividend yield (%).
- Enter your dividend tax rate (%).
- Review monthly and annual take-home dividend income.
FAQ
Is dividend yield guaranteed?
No. Dividend yield can change as dividends change and as prices move. Use this as an estimate.
Why show monthly dividends?
Many people plan expenses using monthly cash flow. This tool converts annual estimates into a simple monthly figure (annual ÷ 12).
Does this include foreign withholding tax?
Not automatically. If foreign withholding applies, incorporate it into the tax rate you enter, or adjust your effective rate accordingly.
How to use this after tax dividend income calculator
- Enter your investment amount.
- Enter your dividend yield (annual %).
- Enter your dividend tax rate (%).
- Review gross dividend income and take-home dividend income (monthly & annual).
Example
If you invest $50,000 with a 4% dividend yield and pay 15% dividend tax, annual take-home dividends are $1,700 and monthly take-home dividends are about $141.67.
- Gross annual dividends = $50,000 × 0.04 = $2,000
- Dividend tax = $2,000 × 0.15 = $300
- After-tax annual dividends = $2,000 − $300 = $1,700
- After-tax monthly dividends ≈ $1,700 ÷ 12 ≈ $141.67
More tools in Finance Tools
- After Tax Dividend Yield Calculator
Estimate your after-tax dividend yield and take-home dividend income by applying a dividend tax rate to your dividend yield.
- Qualified vs Ordinary Dividend Tax Calculator
Compare estimated taxes on qualified vs ordinary dividends and see the difference in take-home dividend income using two tax rates.
- Dividend Reinvestment (DRIP) Calculator
Estimate the long-term impact of dividend reinvestment (DRIP). See how reinvesting dividends compounds your investment value and dividend income over time.
- Ex-Dividend Date Calculator
Calculate the ex-dividend date from a record date using common market conventions (T+1 or legacy T+2). Also estimate the last day to buy to receive the dividend.