← All benchmarks
Finance· by Column Tax

TaxCalcBench

Can an AI fill out a real US tax return correctly? TaxCalcBench gives the model a taxpayer’s W-2s, 1099s and details, and asks it to produce the complete Form 1040. Every line it computes is checked against the correct return — the score is the share of lines it gets right.

What it tests
Multiple W-2s1099 interest, dividends & unemploymentSchedule C business profit / lossCapital gains & wash salesDependents, Child Tax Credit & EITCQBI & excess Social Security taxMarketplace 1095-A, education & retirement
harness (tools)raw model95% CI
By-line accuracy, %
0
20
40
60
80
100
91.4
91.2
90.1
72.8
70.7
gpt-5.5codex
opusclaude-code
sonnetclaude-code
haikuclaude-code
gpt-5.1direct

Same 51 held-out cases for every bar.