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Оценка налога на прирост капитала 1099-B

Оцените налог на краткосрочный и долгосрочный прирост капитала по выручке и базе затрат Form 1099-B — 100% приватно в браузере.

100% Private: Brokerage 1099-B capital gains estimates run entirely in your browser.

1099-B sale inputs

Enter one lot or a combined total. Results update as you type.

Holding period

Short-term gains use ordinary 2026 federal brackets; long-term gains use 0%/15%/20% LTCG thresholds. Approximate state tax applied to gains. NIIT, collectibles, and QSBS not modeled.

Estimated results

Total gain / loss

$11,000

Capital gains tax

$2,530

Net after-tax profit

$8,470

Effective tax rate

23.0%

Federal capital gains tax$1,650.00
State tax (approx.)$880.00
Marginal federal rate on gain15.0%
Net after-tax profit$8,470.00

Contractor pay on 1099-NEC? Try the 1099-NEC Tax Estimator

Marketplace / card payouts? Try the 1099-K Payment & Tax Estimator

Rents or royalties on 1099-MISC? Try the 1099-MISC Tax Estimator

Bank or Treasury interest on 1099-INT? Try the 1099-INT Interest Income Estimator

Unemployment or state refund on 1099-G? Try the 1099-G Unemployment Tax Estimator

Pension, IRA, or 401(k) on 1099-R? Try the 1099-R Retirement Distribution Tax Estimator

Canceled debt on 1099-C? Try the 1099-C Cancellation of Debt Tax Estimator

Mixed freelance 1099 income? Try the general 1099 Freelance Tax Estimator

Frequently Asked Questions

How do I read Form 1099-B?

Form 1099-B reports broker proceeds from stocks, ETFs, crypto, and similar sales. Key boxes include proceeds (sale amount), cost or other basis, and whether the holding period is short-term (usually one year or less) or long-term (more than one year). Some forms also flag wash-sale adjustments or report basis not reported to the IRS—match each lot carefully to your records.

How do short-term and long-term capital gains tax rates differ?

Short-term gains are generally taxed at ordinary income tax rates. Long-term gains usually use preferential 0%, 15%, or 20% federal rates based on your taxable income and filing status. This estimator applies ordinary brackets to short-term gains and LTCG brackets to long-term gains, stacking the gain on optional other taxable income for rate placement.

What is the wash sale rule?

A wash sale can disallow a loss if you buy substantially identical securities within 30 days before or after selling at a loss. Disallowed losses are typically added to the basis of the replacement shares. This tool does not auto-detect wash sales—enter adjusted basis if your 1099-B or broker already applied a wash-sale adjustment.

Is this official tax advice or a filing tool?

No. It is a planning estimate using approximate 2026 federal brackets/LTCG thresholds and average state rates. It does not model NIIT, collectibles rates, qualified small business stock, or every broker adjustment. Confirm with a CPA or tax software before filing.

Are my brokerage figures uploaded to a server?

No. Calculations and PDF downloads run entirely in your browser. Nothing is stored on a server.

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1099-B Capital Gains Tax Estimator: Short-Term vs Long-Term Rates in 2026

Form 1099-B is how US brokers report sales of stocks, ETFs, options, and many crypto lots. Proceeds minus cost basis equals your gain or loss—but the tax rate depends heavily on holding period. Assets held one year or less are typically short-term and taxed like wages; assets held more than one year usually qualify for long-term capital gains rates of 0%, 15%, or 20% at the federal level.

This estimator starts with proceeds and cost basis, then lets you choose short-term or long-term treatment. Short-term gains are stacked on optional other taxable income and taxed with approximate 2026 ordinary brackets. Long-term gains use approximate LTCG taxable-income thresholds by filing status. An average state effective rate rounds out a practical all-in sketch; NIIT and special asset classes are not fully modeled.

Wash sales, missing basis, and covered vs noncovered lots are common 1099-B pitfalls. If your broker adjusted basis for a wash sale, enter that adjusted basis here. Pair this page with the 1099-NEC, 1099-K, and 1099-MISC estimators when your year includes contractor pay, marketplace payouts, or miscellaneous income alongside brokerage sales.

The free 1099-B Capital Gains Tax Estimator runs entirely in your browser with optional PDF download—no uploads and no account. Use it to compare total gain/loss, capital gains tax, net after-tax profit, and effective rate as you toggle holding period. It is an educational planning tool, not a substitute for professional advice or official IRS filing software.