United States ยท USD. This page uses a shared calculation model and may include US-specific assumptions. Selecting a country changes formatting, not local tax, eligibility or contribution rules. Amounts are not converted between currencies.

Input Parameters

100
1max
$50
$0$500
$100
$0$1,000
2
0max
22%
10%37%

Results

Capital Gain
$5,000
Long-Term Tax
$750
Short-Term Tax
$1,100
Tax Savings (LT vs ST)
$350
Qualifies as Long-Term?
Yes

Tax Comparison

Tax ComparisonCost Basis: value $5,000. ST Tax: value $1,100. Use the chart value controls or data table below to read all values.$0$1,250$2,500$3,750$5,000Cost BasisGainLT TaxST TaxCost Basis โ€” value: $5,000Gain โ€” value: $5,000LT Tax โ€” value: $750ST Tax โ€” value: $1,100
  • Cost Basis$5,000 (42%)
  • Gain$5,000 (42%)
  • LT Tax$750 (6%)
  • ST Tax$1,100 (9%)

Choose a chart point to read its values.

View chart data table

Net Proceeds vs Tax

Net Proceeds vs TaxThe values and percentages for each segment are listed below.Net Proceeds: $9,250Long-Term Tax: $750
  • Net Proceeds$9,250 (93%)
  • Long-Term Tax$750 (8%)

Disclaimer: This calculator provides estimates for informational purposes only. Results are based on the inputs provided and standard financial formulas. Consult a qualified financial advisor before making financial decisions.

About This Calculator

The Capital Gains Calculator calculate capital gains on your investment sales. It's built for anyone working with investing who wants fast, accurate numbers without building a spreadsheet.

Sources & Model Limits

United States ยท USD. This page uses a shared calculation model and may include US-specific assumptions. Selecting a country changes formatting, not local tax, eligibility or contribution rules. Amounts are not converted between currencies. Read our methods and correction policy.

    How It Works

    Enter your shares sold, purchase price per share, sale price per share, holding period (years), ordinary tax bracket (%), and the calculator instantly computes your capital gain, long-term tax, short-term tax, tax savings (lt vs st), qualifies as long-term?. For example, with Shares Sold: 100, Purchase Price Per Share: $50, Sale Price Per Share: $100, Holding Period (Years): 2, Ordinary Tax Bracket (%): 22%, the capital gain comes out to $5,000.

    Key Benefits

    • 1See your capital gain update instantly as you adjust any input
    • 2Compare different scenarios side by side before making a decision
    • 3Visualize the breakdown with a chart instead of raw numbers alone
    • 4Export your results as a PDF report or CSV file for your records

    Practical Tips

    • โ†’Time in the market beats timing the market โ€” start as early as you can
    • โ†’Consistent contributions matter more than trying to predict short-term swings
    • โ†’Keep an eye on fees โ€” expense ratios and trading costs compound against you too
    • โ†’Diversification reduces risk without necessarily reducing expected long-term return

    Frequently Asked Questions