Home / Tax Planning / Capital Gains & Loss Planner

Capital Gains & Loss Planner

Before you sell stock, crypto, or property — see the real federal tax, your tax-free gain room, and what loss harvesting saves.

Capital Gains & Loss Planner

Selling stock, crypto, or property? The tax depends on when you sell, what else you earn, and what losses you pair with it. See your real rate — and how much gain you could realize completely tax-free.

Federal tax on your gains as planned
Effective rate on the gains
Net Investment Income Tax (3.8%) included
Saved by harvesting your losses

Educational estimate — 2026 federal rates (long-term 0/15/20% stacked over ordinary income; short-term at ordinary rates; 3.8% NIIT over $200k/$250k MAGI; standard deduction assumed). Losses modeled against short-term gains first, then long-term, then up to $3,000 of ordinary income with the rest carried forward. Watch the wash-sale rule: rebuying the same security within 30 days voids the loss. State tax, AMT, collectibles/real-estate depreciation recapture rates, and crypto specifics are preparer territory.

More free tools: Retirement Tax Analyzer · Quarterly Tax Calculator · Tax Bracket Optimizer · Business Structure Analyzer · Real Estate Strategy · Charitable Giving