Investments & Capital Gains
Capital Gains Tax Calculator
Estimate realized gain or loss, short-term and long-term taxable gain, capital-gains tax, and after-tax proceeds from a proposed sale.
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Review investment tax planning tools for capital gains, basis, losses, dividends, crypto, options, equity compensation, and wash sales.
Investments & Capital Gains
Capital Loss Carryover Calculator
Estimate current-year capital-loss use, the ordinary-income offset, remaining capital-loss carryover, and illustrative tax savings.
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Cost Basis and Gain/Loss Calculator
Estimate per-share basis, allocated basis, sale proceeds, gain or loss, and illustrative tax from one documented investment lot.
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Crypto Tax Calculator
Estimate crypto capital gain or loss, short-term or long-term capital-gains tax, staking or mining ordinary-income tax, and total illustrative tax.
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Interest and Dividend Income Tax Calculator
Interest and Dividend Income Tax Calculator. An investor separates ordinary interest, ordinary dividends, qualified dividends, and tax-exempt interest and applies entered ordinary and qualified...
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ISO and NSO Tax Calculator
ISO and NSO Tax Calculator. An option holder enters option type, shares, strike price, exercise FMV, sale price, and ordinary and AMT rates to...
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Net Investment Income Tax Calculator
Net Investment Income Tax Calculator. An investor enters modified AGI, the NIIT threshold, net investment income, and a 3.8% style rate to estimate the...
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Qualified Dividend Tax Calculator
Qualified Dividend Tax Calculator. An investor enters qualified dividends, an ordinary tax rate, and withholding to estimate tax and balance on qualified dividend income....
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RSU and ESPP Tax Calculator
RSU and ESPP Tax Calculator. An employee enters shares, vesting or purchase FMV, sale price, compensation rate, capital-gain rate, and withholding to estimate compensation,...
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Short-Term vs Long-Term Capital Gains Calculator
Short-Term vs Long-Term Capital Gains Calculator. An investor enters proceeds, basis, selling expenses, short- and long-term rates, and capital-loss carryover to compare holding-period tax...
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Tax-Loss Harvesting Calculator
Tax-Loss Harvesting Calculator. An investor enters sale proceeds, basis, other gains, ordinary income, annual loss limit, and tax rate to estimate realized loss and...
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Wash Sale Adjustment Calculator
Wash Sale Adjustment Calculator. An investor enters sale proceeds, basis, shares sold, replacement shares, replacement cost, the 30-day flag, and a rate to estimate...
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