Vermont Estate Tax Calculator

Get help: Vermont Estate Tax Service (fixed-fee)

Vermont Estate Tax Calculator

Instant estimate of Vermont estate tax using the current $5,000,000 exemption and a 16% rate above the exemption. Includes the 2-year gift add-back rule for taxable gifts. Optional apportionment for nonresidents with VT-situs assets. For education only.

Gross estate (USD) Debts & expenses at death (USD) Spousal bequests (USD) Charitable bequests (USD) Taxable gifts within last 2 years (USD) Assumes federally taxable gifts within Vermont’s 2-year add-back window. Vermont exemption (USD) Vermont rate above exemption

Open: Nonresident apportionment (VT-situs assets)

VT-situs assets included in estate base (USD) Real property in VT and tangibles normally kept in VT. VT-situs gifts (last 2 yrs) included in add-back (USD) Only the portion of add-back that is VT-situs.

Apportionment fraction (simplified): (VT-situs assets + VT-situs gifts) ÷ (Federal gross estate + add-back). Vermont tax after exemption is multiplied by this fraction.

Open: Simple growth projection (will you exceed $5M?)

In-estate assets to project (USD) Assets expected to remain in the estate. Annual growth rate (%) Years until death (projection)

Year	Projected Estate Value	Over Exemption	VT Estate Tax @ Rate

Results

Estate base (after deductions)

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Gift add-back (2-year window)

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VT taxable over exemption

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Estimated VT estate tax (resident)

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Apportioned tax (nonresident)

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Apportionment fraction

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This calculator is an educational tool. Vermont’s tax base and computation include specific statutory adjustments; results here are simplified and may differ from filed returns. Always confirm current law and your facts (deductions, appraisals, taxable gift definitions, spousal/charitable treatment, and exemptions).

Vermont Estate Tax Calculator — Quick Guide

Author: Alexander Foelsche, CPA (US), WP (DE), RE (CH)
Article Date: October 15, 2025

Open the calculator

How to use it (quick steps)

Enter your figures in the inputs (gross estate, deductions, spousal/charitable, 2-year gifts).
Review results: base after deductions, add-back, amount over exemption, estimated VT tax.
(Optional) For nonresidents, use apportionment to estimate VT-only tax on VT-situs assets.
(Optional) Use projection to see if growth could push you above the exemption.

Important note

This tool is simplified. Confirm the current Vermont rules and your facts. For modeling + filings, see our fixed-fee Vermont estate tax services.