Finance Tools

Investment Tax Calculator

Estimate taxes on investment profits by entering capital gains, dividends/interest income, and applicable tax rates to see total tax and after-tax profit.

This calculator provides a simplified estimate. Actual investment taxation depends on jurisdiction, holding period, income bracket, and account type.

Capital Gains Tax: $750.00

Income Tax (Dividends/Interest): $440.00

Total Investment Tax: $1190.00

After-Tax Profit: $5810.00

How to use this investment tax calculator

  1. Enter your capital gains amount.
  2. Enter your dividend/interest income amount.
  3. Enter your capital gains tax rate.
  4. Enter your investment income tax rate.
  5. Click Calculate to see total investment tax and after-tax profit.

Example

If you have $5,000 in capital gains and $2,000 in dividends, with 15% capital gains tax and 22% income tax:

More tools in Finance Tools

← Back to Finance Tools

← Back to ToolPhi Home