Capital Gains Tax Calculator
Short-term vs long-term treatment, including the net investment income surtax.
How this number is built
Doing it by hand
Step 1
Work out the true cost basis including commissions and reinvested dividends.
Step 2
Confirm the holding period from trade dates, not settlement dates.
Step 3
Add other income, since the long-term rate brackets stack on top of it.
Step 4
Offset with realised losses, which reduce the taxable gain directly.
Step 5
Check whether the net investment income surtax applies at your income level.
What people ask next
Can losses offset ordinary income?
A limited amount each year, with the remainder carried forward to future years.
What about a home sale?
A primary residence has its own exclusion rules that this calculator does not model.
Searches this page answers
| Related search | Goes to |
|---|---|
| capital gains | How to Calculate Capital Gains Tax |
| how to calculate capital gains | How to Calculate Capital Gains Tax |
Tools that follow from this one
Tax Refund Estimator
Estimate a federal refund or balance due from income, withholding and credits.
Tax & RefundsSelf-Employment Tax Calculator
Social Security, Medicare and quarterly estimates for freelance income.
Tax & RefundsCharitable Donation Tax Calculator
What a donation actually costs you after the deduction — if you itemise at all.
Legal & InjuryCar Accident Settlement Calculator
Estimate what a car accident claim is worth after fault, fees and policy limits.