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Personal Finance (Not Investing) • Re: Capital Gains Calculation

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When interpreting the Tax Rate and associated income levels -- do the income levels shown include or exclude the Capital Gains to which the percentage of tax is applied -=- if included a portion of the capital gains are pushed up in the 20% tax rate
Yes, the capital gains income is included with other income to determine the CG tax rate(s).

A good explanation from Michael Kitces here: Navigating The Capital Gains Bump Zone: When Ordinary Income Crowds Out Favorable Capital Gains Rates

Handy interactive calculator/visualizer here: Understanding Tax Brackets: Interactive Income Tax Visualization and Calculator

Statistics: Posted by iceport — Fri Dec 13, 2024 11:08 am



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