F

TaxScenarioSimulator

Tax Scenario Simulator

Model your capital gains & dividend tax liability across different filing scenarios

Tax Parameters
$

2026 Realized STCG

$0

2026 Realized LTCG

$0

2026 Dividends

$0

Unrealized Positions

0

Scenario A — Current Realized

Only trades already executed this year

Baseline
Ordinary Income Tax$10,541
Short-Term Cap Gains$0
Long-Term Cap Gains$0
Dividend Tax$0
Total Estimated Tax$10,541

Scenario B — Sell All Holdings

If you liquidated all positions today (est. +15% gain on unrealized)

Worst Case
Ordinary Income Tax$10,541
Short-Term Cap Gains$0
Long-Term Cap Gains$0
Dividend Tax$0
Total Estimated Tax$10,541

Additional unrealized: LTCG $0 / STCG $0

Scenario C — Harvest Losses

Sell losing positions to offset gains

Optimized
Ordinary Income Tax$10,541
Short-Term Cap Gains$0
Long-Term Cap Gains$0
Dividend Tax$0
Total Estimated Tax$10,541

Effective Tax Rate

15.0%

Marginal Rate (Ordinary)

22%

LTCG Rate

15%

Potential Tax Savings (Harvest)

$0

Tax Breakdown by Scenario
Current RealizedSell All HoldingsHarvest Losses$0k$3k$6k$9k$12k
  • Ordinary
  • STCG
  • LTCG
  • Dividends
Current Scenario Tax Composition
100%
  • Ordinary Income Tax

US federal tax estimates only. State taxes not included. Consult a qualified tax professional before making decisions.

BOTS OFF
base44
Edit with Base44