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How do I use the Capital Gains Estimator?

  1. Choose Investing tab > Tools > Capital Gains Estimator.
  2. As you work through the Capital Gains Estimator, you may need additional information. Click a topic below to learn more.
    • Refresh your Quicken data before you start
    • Choose the scenario you want to work with
    • Choose the taxable investment accounts you want to include
    • Choose the federal tax rates you want to use
    • Enter loss carryovers
    • Optimize your sale to meet objectives you specify
    • Select the securities or individual lots you plan to sell
    • Specify the number of shares you want to sell from each lot
    • View your proposed sales gains and review the gross total proceeds
    • View the impact of your proposed sale
    • View the details of your proposed sale. (Optional)

Notes

Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.

Additional information is available regarding:

  • Capital gains for ESPP sales
  • Capital gains for ESOG sales

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"

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