Tax & Payroll
Massachusetts 4% Surtax (Millionaires Tax) Calculator (2026)
Estimate Massachusetts income tax including the 4% surtax above the 2026 threshold.
Preparing your result…
What this calculator does
Estimates MA income tax with 4% surtax.
What your result means
Total MA tax including surtax.
Formula
Tax = 5% × 5%-class income + 8.5% × short-term gains + 4% × max(0, total taxable − $1,107,750)
The step-by-step working for your own numbers appears with the result above and in the PDF report.
Frequently asked questions
Symbols and assumptions
- T
- Surtax threshold
- • Threshold $1,107,750 for 2026.
Sources and review
Reviewed 2026-09-23 · Next review 2027-01-15
- • Collectibles class and credits excluded.
- • Rules change annually.
- • Educational estimate, not tax advice.
Important limitation
This is an educational estimate based only on the values and formula shown. Verify current rates, rules, units, and professional standards before relying on the result. It is not personalized financial or investment advice.
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