A capital gains tax estimate shows how much federal tax a sale could cost, depending on how long you held it and your income.
PortfolioPilot estimates your marginal short-term and long-term rates, the tax on what you sold this year, and the tax impact of each recommendation before you act. State tax is not included. Part of Gold.
An illustrative $10,000 gain. Switch between short term, long term and tax impact.
Illustrative federal tax estimate on a $10,000 gain held short term or long term, and the tax impact shown on recommendations.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Income, filing status and country, under Estimated investment tax calculations.
See sold transactions this year and the tax impact on recommendations.
The rules behind the numbers.
Gains held 1 year or less use income rates; longer ones use long-term rates.
Matched first in, first out. Add missing cost basis for exact figures.
Each recommendation shows its estimated tax impact.
US federal rates plus the net investment income tax where it applies. No state tax.
Positions with losses you could sell to offset gains.
Taxable, tax-advantaged or tax-free, account by account.
Specific trades ranked by how they help your portfolio.
Spending that adjusts when markets move a lot.
Add your accounts and tax details. Tax estimates are part of Gold.
Get startedShort answers here, with a link to the full help center article where one exists.
Add it for each security so estimates are exact. Read more in the Help Center →
No. Estimates use federal rates only.
Enter income and filing status on the Taxes page. Read more in the Help Center →
On each recommendation, before you act.
No. Confirm with your brokerage, accountant or tax advisor.
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