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United States · Tax years 2024–2026

Capital Gains & Dividends Calculator

Estimate selected US long- and short-term capital gains, qualified dividend, and NIIT inputs by filing status and year.

Educational tool: This is an educational estimate, not filing software or professional advice. It does not by itself establish eligibility, residence, liability, or a filing obligation.

Introduction

Purpose

Estimate selected US long- and short-term capital gains, qualified dividend, and NIIT inputs by filing status and year.

Scope

United States

Assumptions

Applies entered gains, dividends, income, and filing status to the selected year's maintained federal brackets and NIIT threshold assumptions.

Limitations

It is not a complete return calculation and does not determine basis, character, or every relief.

Tax period

Tax years 2024–2026

Interactive calculator

Complete the calculation when JavaScript is enabled. The calculation stays interactive on this page, and no account is required.