Holding Period
TaxesThe length of time an investment is held, determining whether gains are taxed as short-term or long-term capital gains.
Example
Example: On a $75,000 salary, understanding holding period could save you hundreds or thousands at tax time. For instance, if you are in the 22% marginal bracket, knowing how holding period works helps you make smarter decisions about deductions, credits, and withholding. Check your tax picture with our income tax calculator.