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Free educational tool · Investing

How could income and timing change the tax on a proposed sale?

Model the same ordinary capital-asset sale across two income scenarios—without pretending tax should decide whether an investment is right to hold or sell.

Uses configurable 2026 federal thresholds · Financial inputs stay in your browser

Proposed transaction

Compare the same sale across two income scenarios.

Use taxable income and modified adjusted gross income before the proposed sale. This standard model is for ordinary capital assets—not special-rate or business-property transactions.

Review purchase cost, reinvestments, adjustments, and transferred or inherited basis.
Long-term treatment generally requires more than one year.
Enter your own estimate; state sourcing and exclusions are not inferred.
Current-year scenario
Comparison-year scenario
Asset classification

Every financial figure stays in your browser.

Educational estimate only; not tax, legal, or investment advice. TaxSpectra does not recommend whether or when to buy or sell an investment. Verify basis, holding period, asset classification, losses, income, state treatment, and transaction documents before acting.