Capital Gains Tax by State Calculator

Calculate federal and state capital gains tax on investment profits. Compare tax rates across all 50 states.

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Federal Capital Gains Tax Rates

The US taxes investment gains differently based on holding period. Assets held over 12 months qualify for long-term capital gains rates: 0% (income up to $44,625 single), 15% ($44,625-$492,300), or 20% (above $492,300). Short-term gains (held under 12 months) are taxed as ordinary income at your marginal rate (10-37%). Additionally, the Net Investment Income Tax (NIIT) of 3.8% applies to investment income if your modified AGI exceeds $200,000 single / $250,000 married.

Tax-loss harvesting can offset gains: sell losing investments to realize losses that cancel out gains dollar-for-dollar, with up to $3,000 in excess losses deductible against ordinary income. Track your portfolio with our Stock Average Calculator.

State Capital Gains Tax: The Hidden Cost

Nine states have no income tax (and thus no capital gains tax): Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming. On the other end, California taxes all capital gains as ordinary income up to 13.3% — the highest state rate in the nation. A $100,000 long-term gain for a high earner in California could face 20% federal + 3.8% NIIT + 13.3% state = 37.1% total tax ($37,100). The same gain in Texas: 20% + 3.8% = 23.8% ($23,800) — saving $13,300. This is one reason high-net-worth individuals consider relocating before large liquidity events.

People Also Ask

How long do I need to hold to get long-term rates?
More than 12 months. If you buy on January 1 and sell on January 2 of the next year, that qualifies as long-term.
Do I pay capital gains on my primary home?
You can exclude up to $250,000 in gains ($500,000 married) if you lived in the home for 2 of the last 5 years. Use our Home Equity Calculator to estimate your gain.
What is the 3.8% Net Investment Income Tax?
An additional tax on investment income (capital gains, dividends, rental income) for individuals with MAGI above $200,000 single / $250,000 married.