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

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

To help make the conversation with easier, there is 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 an individual 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

  • Tax rates

  • Medicare Surtax calculation

Updated: 6/15/2019

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