Finance Tools
Investment Tax Calculator
Estimate taxes on investment profits by entering capital gains, dividends/interest income, and applicable tax rates to see total tax and after-tax profit.
This calculator provides a simplified estimate. Actual investment taxation depends on jurisdiction, holding period, income bracket, and account type.
Capital Gains Tax: $750.00
Income Tax (Dividends/Interest): $440.00
Total Investment Tax: $1190.00
After-Tax Profit: $5810.00
How to use this investment tax calculator
- Enter your capital gains amount.
- Enter your dividend/interest income amount.
- Enter your capital gains tax rate.
- Enter your investment income tax rate.
- Click Calculate to see total investment tax and after-tax profit.
Example
If you have $5,000 in capital gains and $2,000 in dividends, with 15% capital gains tax and 22% income tax:
- Capital gains: $5,000 → Tax (15%): $750
- Dividend/interest income: $2,000 → Tax (22%): $440
- Total investment tax: $1,190
- After-tax profit: $5,810
More tools in Finance Tools
- Investment Income Tax Calculator
Calculate estimated tax on investment income such as dividends, interest, and distributions to see your after-tax income.
- After-Tax Investment Return Calculator
Estimate your after-tax investment return by subtracting taxes and fees from your gross profit to see net profit and net return rate.
- Net Investment Income Tax Calculator
Estimate net investment income tax by calculating the taxable portion of investment income above a threshold and applying a tax rate.
- After-Tax ROI Calculator
Calculate after-tax return on investment (ROI) by accounting for taxes and fees to see your true net ROI.