Tell me about estimating capital gains before selling


Preview potential sales of your securities by using the features covered in this section. You can try out sales of different securities that you own and get immediate feedback on how much you'll gain or lose and the estimated taxes you'll pay.

What can I do to estimate capital gains?

Use the Buy/Sell Preview for a quick estimate
Use the Capital Gains Estimator
Use the What Should I Sell component of the Capital Gains Estimator
Tell me about the model used by What Should I Sell
Change my options in the Capital Gains Estimator
Work with scenarios in the Capital Gains Estimator
Choose tax rates in the Capital Gains Estimator
Use losses to offset gains
View the results of my proposed sale
Adjust the sale price
Print from the Capital Gains Estimator
What if something goes wrong?

What do I need to know before getting started?

The Capital Gains Estimator is a generalized application of the tax law pertaining to capital gains tax. Its purpose is to provide an estimate of capital gain/loss and the associated income tax effect on a scenario of potential securities sales. To this end, the calculations don't extend beyond the most general application of capital gains tax law. Tax law changes may be implemented at any time during the year. You and your tax professional are responsible for staying current on tax laws and interpreting their impact on your personal tax situation. Before you rely on tax planning data from Quicken, especially if you have sales of investments or a special capital gains circumstance such as the sale of collectibles or Section 1202 stock (certain small business stock), you may want to consult a tax professional to assist you in your tax planning.

Where can I get more information?

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.