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CD Tax Calculator

CD interest is ordinary income in the year it is credited — even when you never touch it. See the bill, and the yield you actually keep.

Formula published below · rates as of August 7, 2026 · how we test it
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Good to know
Interest is taxed in the year it is credited, even on a CD you cannot touch for years.
Expect a 1099-INT for any year in which you earn $10 or more.
Municipal bonds and Treasuries shift the comparison — always compare yields after tax.
You keep
$781.00
of $1,100.00 in interest after a combined 29.0% tax rate
Federal tax
−$264.00
State tax
−$55.00
After-tax APY
3.12%
Pre-tax interest
$1,100.00
NEXT STEP · YOUR FIGURES CARRY OVERNow adjust for inflation
Your after-tax yield comes to 3.12%. A tax-free municipal alternative only has to beat that figure — not the headline 4.40%.
Compare today’s top CD rates →

The timing trap on multi-year CDs

CD interest counts as ordinary income in the year it is credited, not the year you withdraw it. A $50,000 five-year CD at 4.05% credits roughly $2,000 of taxable interest in year one — money you cannot touch without a penalty, yet on which a 24%-bracket saver owes about $486 by the following April. Plan for that cash from elsewhere, or hold long CDs inside an IRA where the annual bill disappears.

Your bank reports every dollar on a 1099-INT once you pass $10 a year, and the IRS gets the same copy. There is no version of this in which the interest quietly slips by unnoticed.

After-tax yield is the only yield

A 4.40% CD in a combined 29% bracket pays 3.12% after tax. That figure — not 4.40% — is what should go up against a municipal fund, a Treasury, or the choice to pay down a 6% loan instead (spoiler: the loan wins). The calculator prints your after-tax APY precisely so you can carry one honest number into every other comparison.

Frequently asked

Your bank issues a 1099-INT for any year in which you earn $10 or more of interest, and reports the same figure to the IRS. Below $10 the form is optional for the bank — but the income is still taxable for you.
Sources & further reading
FDIC — deposit insurance coverage limits: $250,000 per depositor, per insured bank, per ownership category.
NCUA — share insurance for credit union accounts, on the same $250,000 basis.
Regulation DD (Truth in Savings, 12 CFR 1030) — how annual percentage yield must be calculated and disclosed.
IRS Publication 550 — interest income is taxable in the year it is credited, reported on Form 1099-INT.
FDIC National Rates and Rate Caps, July 2026 monthly survey — the national-average CD yields used as benchmarks beside results.
Top-APY figures: institutions' published rate pages and dated August 2026 roundups (Bankrate, CNBC Select, Fortune/Curinos, The College Investor), checked August 7, 2026.

Keep going

You keep
$781.00