Federal Capital Gains Tax Estimator

Taxes should not drive investment decisions, but understanding the tax consequences of selling an investment can provide some much-needed insight. Use this calculator to better understand the difference between short-term and long-term gains and to get an idea of what you might owe. Also, don't forget that state taxes may be due as well.

Inputs

These are example values based on hypothetical averages.

Sale Price ($)

$0 $500,000

Cost Basis (Original Purchase Price) ($)

$0 $500,000

Is this a Long-Term Gain?

Federal Income Tax Bracket (%)

Long-term Capital Gains Tax Bracket (%)

Results

Total Capital Gain $0

Estimated Tax Owed: $0

Visual Breakdown

Did the numbers surprise you, or were they in line with what you expected? If you have any questions, such as how to pay any taxes due, please reach out. Having a strategy in place before making a decision can help you remove some of the guesswork.

This calculator is for informational purposes only and is not a replacement for real-life advice. Consult your tax, legal, and accounting professionals if you have specific questions about long- and short-term capital gains.

Have A Question About This Topic?

Related Content

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.