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RRIF Withdrawal Tax Calculator

Separate the required minimum, tax withheld at source and estimated final income tax before choosing a withdrawal.

01Inputs
Estimate minimum, withholding and final tax
Compare the amount withheld at source with an income-tax estimate based on the withdrawal and your other income.

Use the spouse or common-law partner's age only if that election was made when the RRIF was set up.

02Result

Estimated income tax

$6,319

RRIF minimum

$16,200

5.4% factor

Withholding at source

$1,760

20% on excess

Potential balance owing

$4,559
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What this estimate includes

The minimum uses the January 1 balance and the age selected for the RRIF factor. No minimum is required in the calendar year the RRIF is first established.

The actual-tax result is an incremental federal and provincial income-tax estimate. It does not model every credit, pension splitting, OAS recovery tax or benefit reduction.

Questions this calculator answers

Is tax withheld from the RRIF minimum?

No withholding is generally required on the minimum amount, although the withdrawal remains taxable income.

How is withholding calculated above the minimum?

The excess portion uses the lump-sum withholding rates. A series of instalments under one request may use the rate based on the total requested excess.

Is RRIF withholding the final tax?

No. It is a payment toward the final income tax calculation, which depends on total income, province, credits and deductions.

Can the RRIF minimum use my spouse’s age?

Yes, if you elected to use a younger spouse or common-law partner’s age when the RRIF was established.

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