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?
- How do I use the Buy/Sell Preview for a quick estimate?
- How do I use the Capital Gains Estimator?
- How do I use the What Should I Sell component of the Capital Gains Estimator?
- About the model used by What Should I Sell? (Capital Gains Estimator)
- How do I change my options in the Capital Gains Estimator?
- How do I work with scenarios in the Capital Gains Estimator?
- How do I choose tax rates in the Capital Gains Estimator?
- How do I use losses to offset gains? (Capital Gains Estimator)
- View the results of my proposed sale
- How do I adjust the sale price? (Capital Gains Estimator)
- How do I print from the Capital Gains Estimator?
- What if something goes wrong? (Capital Gains Estimator)
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?
- View an explanation of the underlying model used by the What Should I Sell component.
- For additional tax information related to capital gains, see IRS Publication 550.