Risk Warning: CFDs and forex trading involve significant risk of loss. Leveraged products can result in losses exceeding your deposit. This calculator is for educational purposes only and does not constitute financial advice.
Capital Gains Tax Calculator
Estimate capital gains tax on a stock sale. Enter your own tax rate — this calculator is jurisdiction-neutral and works for any country's short-term and long-term rates.
Formula
Capital gains tax formula
Cost Basis
Acquisition Price × Shares + Acquisition Fees
Proceeds
Sale Price × Shares − Sale Fees
Capital Gain
Proceeds − Cost Basis
Tax Due
max(0, Capital Gain) × Tax Rate%
Design notes: Jurisdiction-neutral — you supply the tax rate. Long-term threshold: holding period > 365 days (US IRS definition). Capital losses produce $0 tax due; loss carry-forward not modelled.
Worked Example
Given
Acquired 100 shares at $50 (fee $5) · Sold at $80 (fee $5) · Held 400 days · Tax rate 15%
- Cost Basis
- 100 × $50 + $5 = $5,005
- Proceeds
- 100 × $80 − $5 = $7,995
- Capital Gain (long-term)
- $7,995 − $5,005 = $2,990
- Tax Due @ 15%
- $2,990 × 15% = $448.50
Frequently Asked Questions
- What tax rate should I enter?
- Enter the actual marginal rate that applies to this gain in your jurisdiction. In the US: long-term capital gains rates are 0%, 15%, or 20% depending on income level; short-term gains are taxed as ordinary income (10%–37%). In the UK the rate is 10% (basic rate) or 20% (higher rate) for listed shares. Always verify with current tax authority guidance or a tax adviser.
- What counts as long-term versus short-term?
- This calculator uses the US IRS definition: more than 365 days = long-term. A holding period of exactly 365 days or fewer = short-term. Note: some jurisdictions use different thresholds (e.g. Germany uses 1 year exactly; the UK applies a different framework entirely). The calculator flags which category applies but always use your jurisdiction's actual definition.
- Are acquisition fees included in cost basis?
- Yes. Brokerage commissions and other transaction costs paid at acquisition increase your cost basis, which reduces your taxable gain. Sale fees reduce your proceeds, similarly shrinking the gain. This is standard tax treatment in most jurisdictions.
- What happens when I have a capital loss?
- When the sale proceeds are less than the cost basis, you have a capital loss and no tax is due on this transaction. The calculator shows $0 for tax due on a loss. However, capital losses may offset other capital gains in the same tax year — carry-forward rules and wash-sale rules (US) are not modelled here.
- Does this model tax-loss harvesting or wash-sale rules?
- No. This is a single-transaction calculator. Loss offsets against other gains, carry-forwards, wash-sale restrictions, and state/provincial taxes are not included. For portfolio-level tax optimisation, consult a tax professional or dedicated tax software.