Asset Tax Calculator

Uploads

Provide initial lots plus the full trade history for the tax year.

Input

Initial positions CSV No file loaded Expected: lot_id, asset, acquired_date Last year trades CSV No file loaded Expected: trade_id, asset, side

Ready for CSV uploads.

Use 2025 federal brackets to estimate short-term taxes.

Profile

Filing status Bracket mode Total taxable income

$

Bracket: 0% Manual bracket Long-term gains rate

NIIT applies

Apply 3.8% NIIT to gains

2025 brackets sourced from IRS Revenue Procedure 2024-40. Married filing separately defaults to half of joint brackets in auto mode.

Toggle cost-basis rules and recompute immediately.

Strategy

FIFO LIFO HIFO LOFO

Best strategy (lowest estimated tax): N/A

Summary for the selected strategy, including estimated taxes.

Overview

Total gain $0 Across all sells

Short-term gain $0 Held < 365 days

Long-term gain $0 Held 365+ days

Estimated tax $0 Short + long + NIIT

After-tax gain $0 Total gain minus tax

Effective rate 0% 0 trades

Strategy	Total gain	Short-term	Long-term	Estimated tax	After-tax

Every sell matched to the underlying lots by strategy.

Details

Trade	Asset	Lot	Acquired	Sold	Qty	Proceeds	Cost	Gain	Term

Totals by asset for the selected strategy.

Summary

Asset	Short-term gain	Long-term gain	Total gain	Proceeds	Cost

Export the computed matches and summaries as CSVs.

Exports