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Capital Gains Tax Calculator

Estimate Tax Year 2026 federal tax when short-term gains ride ordinary brackets and long-term gains use 0%, 15%, or 20% preferential rates.

LT + ST in one worksheet
TY2026 LTCG ceilings
Federal only

Stacks short-term gains into ordinary income and applies TY2026 0/15/20% long-term preferential rates. Educational federal worksheet only.

Limitation: Educational estimate for U.S.

Jump to calculator · Sources & review

Free Calculators HubCapital Gains Tax Calculator

How to Estimate Capital Gains Tax

Enter ordinary taxable income first, then each gain type.

1

Choose filing status.

Ordinary income sets the starting rung

Preferential LTCG bands start above your ordinary taxable income (plus STCG in this combined model).

What the Combined Result Means

Estimated federal income tax on ordinary income plus STCG, and preferential tax on LTCG. Not Schedule D software.

Capital Gains Examples

All LTCG inside the 0% band

Scenario inputs

filingStatus:single
ordinaryTaxableIncome:20000
shortTermCapitalGains:0
longTermCapitalGains:10000

Primary result

$2,152 ordinary + $0 LTCG

Single zero-rate ceiling is $49,450; $10,000 LTCG stays at 0%.

LTCG starts at 15%

Scenario inputs

filingStatus:single
ordinaryTaxableIncome:49450
shortTermCapitalGains:0
longTermCapitalGains:10000

Primary result

$1,500 LTCG tax

Ordinary income already fills the 0% LTCG band.

STCG then LTCG

Scenario inputs

filingStatus:single
ordinaryTaxableIncome:40000
shortTermCapitalGains:9450
longTermCapitalGains:10000

Primary result

$1,500 LTCG tax

STCG pushes the stack to the 0% ceiling; LTCG starts at 15%.

Educational estimate

Confirm with IRS Topic 409 / Schedule D instructions before filing.

Frequently Asked Questions

Generally more than one year. This worksheet does not date trades for you.

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TY2026 Capital Gains Formulas

Educational stacking model from Rev. Proc. 2025-32 §4.03.

Formula

taxOrdinary ​=​ ordinarySchedule​(​ordinaryTaxableIncome ​+​ STCG​)​

Short-term treatment

taxOrdinary ​=​ ordinarySchedule​(​ordinaryTaxableIncome ​+​ STCG​)​

Long-term preferential stack

LTCG fills 0% to zeroMax, then 15% to fifteenMax, then 20%

Scientific Background

Assumptions: net positive gains; no collectibles/§1250/NIIT; ordinary taxable income excludes LTCG. Limitations: full Schedule D ordering, wash sales, and 3.8% NIIT omitted. Sources: https://www.irs.gov/pub/irs-drop/rp-25-32.pdf; https://www.irs.gov/taxtopics/tc409.

Sources & review

Capital Gains Tax Calculator documents the references behind its formulas and assumptions. Always treat results as educational estimates, not personalized professional advice.

Last reviewed

July 22, 2026

See our methodology and corrections policy.