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Category:
Tax Planning

Investment Sale Tax Rules

Updated 12/01/2024

Will I Have To Pay Tax On The Sale Of My Investment?

Determining the tax impact of selling an investment can sometimes be complicated.  There are several questions to ask a client to ensure that the tax liability on the sale of an investment is calculated correctly.

To help make this analysis with clients easier, we have created the “Will I Have To Pay Tax On The Sale Of My Investment?” flowchart. It addresses some of the most common issues that arise for a client trying to understand the tax impact of selling an investment. This flowchart considers the following:

  • Capital gain versus capital loss
  • Long-term versus short-term status
  • Tax brackets and applicable rates
  • Medicare Surtax calculation
Related Guides
Harvesting Capital Gains Vs. Roth Conversions Decision
Category: Tax Planning
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Non-Qualified Portfolio Tax Issues
Category: Tax Planning, Client Meetings & Client Service Calendar, Non-Retirement Accounts & Assets

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