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Will I Have to Pay Tax on the Sale of My Investment?

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


This flowchart addresses some of the most common issues that arise while trying to understand the tax impact of selling an investment. It 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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