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Real investor questions answered with step-by-step solutions. Calculate taxes, understand portfolio behavior, and solve confusion states.
73 scenarios available
"I sold my stock before 12 months, what tax do I pay?"
Calculate tax when selling stocks before 12-month holding period.
"How do I calculate if I held for 12 months?"
Trade date vs settlement date rules for LTCG qualification.
"I bought the same stock 3 times, which price do I use?"
FIFO, LIFO, specific identification methods explained.
"What is the difference between long-term and short-term gains?"
Compare LTCG and STCG rates and when each applies.
"Can I pay 0% tax on my stock gains?"
Income thresholds for 0% LTCG rate in 2025.
"What is my cost basis for inherited stock?"
How stepped-up basis works for inherited investments.
"I got stock as a gift, do I pay tax?"
Tax rules when receiving stock as a gift.
"Can I sell losers to reduce my tax bill?"
How to use losses to reduce taxable gains.
"How long can I carry forward my losses?"
Rules for carrying forward unused capital losses.
