Legacy Investing CalculatorsShow

Capital gains tax estimate

What taxable gain and estimated tax follow from the entered rate?

Your numbers

$
$
%

Estimated tax

$2,775

Taxable gain$18,500
Net after tax$45,225

Tip. Long-term and short-term gains are taxed very differently. Enter the rate that matches your holding period.

Assumptions

  • Gain = max(0, proceeds − basis).
  • Tax = gain × rate you enter.
  • Estimate only. Tax and payroll rules vary by country, state, and year, and this page uses the rates you enter rather than a filing engine's tables.

Sources

  • IRS 2026 inflation adjustments (standard deduction $16,100 single / $32,200 MFJ)

Explore the numbers

Examples and charts

Start with a scenario, then read the response curve to see which input actually moves the answer.

Example 1

Long-term holding

Shares held over a year, at the common middle long-term rate.

Estimated tax

$2,775

Example 2

Short-term holding

The same gain sold inside a year, taxed at ordinary income rates instead.

Estimated tax

$5,920

Example 3

Sold at a loss

Proceeds below basis, so there is no taxable gain to compute.

Estimated tax

$0.00

Sweeps capital gains rate from half to one and a half times your value, holding everything else fixed.

Response curve

How capital gains rate moves the result

Estimated tax

$2,775

$1.5k$2.0k$2.5k$3.0k$3.5k$4.0k10%15%20%
Chart axis: Capital gains rateNow 15%$2.8k

What this calculates

Applies a rate you choose to a simple gain of proceeds minus cost basis. Useful for a rough read before you open full tax software or call your accountant.

How to use it

  1. Start with sale proceeds and work down the form, or load an example to begin from a realistic case.
  2. Read the headline result alongside the supporting rows, which show the intermediate figures behind it.
  3. Check the assumptions. They decide what the number includes and, more importantly, what it leaves out.
  4. Sweep capital gains rate on the response curve to see how much it actually moves the answer.
  5. Run a cautious case as well as an optimistic one before using the estimate in a decision.

Common mistakes

  • Forgetting wash-sale rules, which can disallow a loss you were counting on.
  • Leaving reinvested dividends out of the basis and overstating the gain.
  • Selling a few days before the one-year mark and paying the short-term rate unnecessarily.

Formula

Tax = max(0, proceeds − basis) × rate

Inputs

  • Sale proceeds
  • Cost basis
  • Capital gains rate (%)

FAQ

What about state tax?

Add your state rate into the rate field for an all-in estimate, or run the state calculation separately. Several US states tax capital gains as ordinary income.

What counts toward cost basis?

What you paid plus commissions and, for funds, any reinvested dividends you already paid tax on. Leaving reinvested dividends out is the most common way people overstate their gain.

What if I sold at a loss?

There is no tax on the sale, and in the US losses generally offset gains and then a limited amount of ordinary income, with the rest carried forward. This page just shows zero tax.

Which long-term rate applies to me?

It depends on your total taxable income and filing status, and US brackets for long-term gains commonly land at 0, 15, or 20% before any additional investment income surtax. Check the current thresholds before relying on a figure.

How much tax will I pay on capital gains?

In the US, long-term gains on assets held over a year are taxed at 0, 15, or 20% depending on taxable income, plus the 3.8% net investment income tax for high earners. Short-term gains are taxed as ordinary income.

How do I calculate capital gains tax on a house sale?

Subtract your adjusted basis, including purchase price, improvements, and selling costs, from the sale price. A primary home also gets an exclusion of up to $250,000 of gain for single filers and $500,000 for married couples filing jointly.

Are capital gains tax rates changing in 2026?

The long-term rates remain 0, 15, and 20% by income tier, with the 3.8% net investment income tax on top for high earners. The income thresholds are inflation-adjusted each year by the IRS.

Are these numbers financial advice?

No. They are educational estimates based on the inputs and assumptions on this page. Confirm important decisions with a qualified professional and your own documents.

Read the full guideCapital gains tax: what you owe when you sell

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