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

FLOWCHART

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

To help make this analysis with clients easier, we have created 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 a client 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 status

  • Tax brackets and applicable rates

  • Medicare Surtax calculation

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