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Activity Data

Long-term investment (lower rate)
Long-term benefits - posseduto per 18 mesi - aliquota: 15.0%

Results set according to capital gains tax

Excess Value
$70,000
Federal tax on capital gains
$10,500
Total Settings
$10,500
Net income after taxes
$109,500
Effective share of capital gains
15.0%

Come utilizzare Calcolatore Plusvalenze USA 2025

Insert purchase and sale price

Insert the base price (original purchase price plus commissions) and the selling revenue (net of sales costs).

Specify the period of possession

Assets held for over 12 months are eligible for long-term capital gains tax rates (0%, 15%, 20%). Assets held less than 12 months are taxed as ordinary income.

Insert ordinary income

Your ordinary income total determines which LTCG bracket applies and whether the 3.8% Net Investment Income Tax (NIIT) is applied.

Verify tax due and net earnings

Calculator shows federal tax on capital gains, applicable NIIT, total tax due, and your net earnings after taxes.

Suggerimenti

  • Holding onto an asset for just over 12 months can drastically reduce your tax rate: from your regular rate to 0%, 15%, or 20%.
  • Tax-loss harvesting: sell losing positions before year-end to offset gains, but be aware of the 30-day wash sale rule.
  • If you're in the LTCG slope at 0% (income below $48,350 for singles), you can sell appreciated exempt assets and re-purchase them to update the base cost.

Domande frequenti

What are the 2025 long-term capital gains rates?

For 2025, long-term capital gains rates for single filers: 0% for taxable income up to $48,350; 15% up to $533,400; 20% above $533,400. These are much lower than ordinary income rates (up to 37%).

What is the Net Investment Income Tax (NIIT)?

The NIIT is an additional 3.8% tax on net investment income (including capital gains) for high earners. It applies to the lesser of (1) your net investment income or (2) the amount your MAGI exceeds $200K (single) or $250K (married filing jointly).

What is cost basis and why does it matter?

Cost basis is what you paid for an asset. Gain = Sale Price - Cost Basis. Includes purchase price + broker commissions. For stocks, wash sale rules may affect your basis. For real estate, improvements increase basis. Accurate basis tracking is essential for tax purposes.

Can I offset capital gains with capital losses?

Yes - tax-loss harvesting. Capital losses offset capital gains dollar for dollar. If losses exceed gains, you can deduct up to $3,000 of net losses against ordinary income per year. Remaining losses carry forward to future years indefinitely.