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.
After Tax Dividend Yield Calculator
Use this calculator to estimate your after-tax dividend yield and take-home dividend income. Enter your dividend yield and an estimated dividend tax rate (withholding or effective tax rate).
Results
After-Tax Dividend Yield: 3.40%
Estimated yearly dividend income (based on investment amount):
Gross Dividend Income: $2,000
Estimated Dividend Tax: $300
Take-Home Dividend Income: $1,700
Inputs used: yield 4.00%, tax rate 15.00%. This tool provides an estimate for planning.
How to use
- Enter your annual dividend yield (%).
- Enter your dividend tax rate (withholding or effective tax %).
- Optionally enter an investment amount to estimate yearly income.
- Review after-tax yield and take-home dividend income.
FAQ
What is “after-tax dividend yield”?
It’s the dividend yield after accounting for taxes on dividends. A simplified estimate is: after-tax yield = dividend yield × (1 − tax rate).
Is dividend tax rate always the same?
No. It can differ by country, account type, income level, and whether dividends are qualified. Use an estimated effective/withholding rate for planning.
Does this include price changes?
No. This focuses on dividend income only. Total return also includes price appreciation and fees.
How to use this after tax dividend yield calculator
- Enter your dividend yield (annual %).
- Enter your dividend tax rate (withholding or effective tax %).
- Optionally enter an investment amount to estimate yearly take-home dividend income.
- Review your after-tax dividend yield and take-home dividend income.
Example
If dividend yield is 4% and dividend tax rate is 15%, after-tax dividend yield is 3.4%. On $50,000 invested, yearly take-home dividend income is $1,700.
- After-tax yield = 4.00% × (1 − 0.15) = 3.40%
- Gross dividend income = $50,000 × 0.04 = $2,000
- Dividend tax = $2,000 × 0.15 = $300
- Take-home dividend income = $2,000 − $300 = $1,700
More tools in Finance Tools
- 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.
- 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.
- 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.
- Dividend Yield Calculator
Calculate dividend yield using annual dividends and current share price, or estimate yield from dividend per share and price per share. Pre-tax dividend yield for quick comparison.