LTCG + dividend tax
$7,500
NIIT (3.8%)
$0
Blended rate on gain
15.0%

Long-term gains are taxed at 0%, 15%, or 20% depending on where your total taxable income lands. High earners add the 3.8% NIIT, pushing the top effective rate on gains to 23.8%.

Short-term gains (assets held one year or less) are taxed as ordinary income at up to 37% — not modeled here; enter them as ordinary taxable income in the federal calculator.

Not tax, legal, or financial advice

FiscTalk provides general educational information from public sources. Tax outcomes depend on your full facts, filing history, and jurisdiction-specific rules that change yearly. Before filing or making decisions, consult a licensed CPA, EA, or attorney. FiscTalk is not a fiduciary and is not affiliated with the IRS or any state agency.

What this tool does

Selling an asset held more than a year triggers the preferential long-term capital gains tax — 0%, 15%, or 20% — instead of your ordinary income rates. This calculator shows the tax on your gain, adds the 3.8% Net Investment Income Tax where it applies, and reports the blended rate you actually pay on each dollar of gain, so you can time sales and tax-loss harvest with real numbers instead of guesses.

How to use it

  1. 1Choose the tax year and your filing status.
  2. 2Enter your ordinary taxable income (after deductions) — this sets which gain bracket you land in.
  3. 3Enter your long-term capital gain and any qualified dividends.
  4. 4Keep the NIIT toggle on to include the 3.8% surtax, and read the three result cards: gain tax, NIIT, and blended rate.

Worked examples

Run the same scenario through the calculator above to verify every number — they come from the same sourced dataset.

Lower income

$10,000 long-term gain on $60,000 ordinary taxable income (single)

Long-term gain tax$1,500
NIIT (3.8%)$0
Blended rate on gain15.0%
Typical

$50,000 long-term gain on $60,000 ordinary taxable income (single)

Long-term gain tax$7,500
NIIT (3.8%)$0
Blended rate on gain15.0%
High

$150,000 long-term gain on $60,000 ordinary taxable income (single)

Long-term gain tax$22,500
NIIT (3.8%)$380
Blended rate on gain15.3%

What this tool does not cover

  • Short-term gains (held one year or less) are not modeled here — they are ordinary income.
  • State capital gains treatment differs; Washington taxes gains separately, and this tool is federal-only.
  • Wash-sale and carryover-loss rules are not applied automatically — see the capital gains guide for strategy.

Common questions

What are the 2026 long-term capital gains tax rates?

Long-term gains (assets held over one year) are taxed at 0%, 15%, or 20% depending on taxable income. The 3.8% Net Investment Income Tax stacks on top above $200,000 MAGI (single) or $250,000 (joint), creating a top 23.8% rate.

Is short-term capital gains tax the same as income tax?

Yes. Gains on assets held one year or less are taxed at your ordinary income rates, up to 37% — which is why holding for just over a year often cuts the tax by more than half.

Do capital gains count toward my regular income tax brackets?

Gains are stacked on top of your ordinary income to determine the 0/15/20% breakpoint, but they are taxed at the preferential rate, not your ordinary bracket. The calculator models this stacking correctly.

What is the 23.8% capital gains rate?

It is the 20% top long-term rate plus the 3.8% Net Investment Income Tax. It applies to high earners whose MAGI exceeds the NIIT threshold — effectively the ceiling for long-term gain taxation.

By: FiscTalk Editorial TeamFact-checked: External Tax Reviewer (CPA, licensed)Published: 2026-08-09Last reviewed: 2026-08-09