How is Capital Gains Calculated? 

This capital gains tax calculator will give you a preliminary estimate of your total state and federal tax liability without regard for any capital loss or passive loss carryovers that you may have available as offsets, or for the the effects of the alternative minimum tax on any other capital gains you would realize.

The default values below illustrate the potential gains and their associated taxes, fill in your own values to get your customized estimate.

THIS CALCULATOR PROVIDES AN APPROXIMATE ESTIMATE. Please consult your Tax Advisor for an accurate calculation based upon your specific situation

 

Capital Gain Calculation

Original Price of Property (cost basis)$
Improvements to Property$
Selling Expenses$
Sale Price of Property$
Total Capital Gain$
 
Accumulated Depreciation
Use the Depreciation Calculator		$
 

Tax Calculation

Federal Capital Gains Tax*%$
Depreciation Recapture%$
State Tax**%$
Net Investment Income Tax***%$
Total Tax Liability $
 

RESULTS

 

1031 Exchange

Sale Price of Property $
Selling ExpensesMINUS$
Federal Gains TaxMINUS$
Depreciation RecaptureMINUS$
State Capital GainsMINUS$
Net Investment Income TaxMINUS$
Total to Reinvest in a new property $
 

Sell Property without a 1031 Exchange

Sale Price of Property $
Selling ExpensesMINUS$
Federal Gains TaxMINUS$
Depreciation RecaptureMINUS$
State Capital GainsMINUS$
Net Investment Income TaxMINUS$
Total to Reinvest in a new property $
 

Benefit of Exchanging vs. Selling

$

of additional equity available to reinvest through a 1031 exchange 


Start An Exchange!

 

*Federal Capital Gains Tax is between 15-20% depending upon annual household income.

** StateTax varies by state and income level, 5% is just an estimate used as the default above.

*** Net Investment Income Tax of 3.8% is applied if annual investment income is $200,000+ for a single taxpayer or $250,000+ for married taxpayers filing jointly.