Capital Gains Calculator

Estimate investment gain or loss and an illustrative tax amount using a rate you provide.

Calculator

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How It Works

The calculator subtracts cost basis from sale proceeds to find the gain or loss. For a positive gain, it multiplies the gain by the assumed tax rate you enter.

The calculator starts with sale proceeds and subtracts your cost basis to estimate a capital gain or loss. For a gain, it applies the tax rate you enter to illustrate the potential tax amount.

Actual U.S. capital-gains tax can depend on whether the gain is short-term or long-term, taxable income, filing status, deductions, state taxes, investment type, and other rules. This tool intentionally uses a user-supplied rate rather than pretending one rate applies to everyone.

Not included: This is an illustrative estimate, not a tax calculation. Actual U.S. capital-gains tax depends on holding period, income, filing status, basis adjustments, deductions, state taxes, and other rules.

Formula

Gain = sale proceeds − cost basis; illustrative tax = gain × assumed rate
  • S — Sale proceeds
  • B — Cost basis
  • G — Capital gain
  • t — Assumed tax rate

Example

Example inputs: Cost basis $10,000, sale proceeds $15,000, assumed tax rate 15%.

Result: Capital gain: $5,000. Illustrative tax at 15%: $750.

Frequently Asked Questions

Is 15% the capital-gains tax rate for everyone?

No. The actual rate depends on circumstances including income, filing status, holding period, and applicable federal and state rules.

Does this distinguish short-term and long-term gains?

No. The calculator applies the rate you enter. In the U.S., short-term gains are generally taxed differently from long-term gains, so use a rate appropriate to your situation for an estimate.

Does the result include state capital-gains tax?

No. State treatment varies by jurisdiction. The result uses only the tax rate you enter and does not calculate a separate state liability.

This calculator provides estimates for informational purposes only and should not be considered financial, tax, or legal advice.