Tax estimate defaults
Set the assumptions loaded by individual and Meta strategy reports in this browser.
Defaults are taxable, $100,000, 37% short-term, 20% long-term, 37% deferred withdrawal, FIFO, and terminal liquidation shown.
How settings apply
A tax profile embedded in a strategy page URL wins over these browser defaults; these defaults win over the profile published in a report. Settings remain only in this browser. Published strategy metrics are reproducible report estimates; use Tax planning to recalculate a supported individual strategy.
Estimate only; not tax advice. The capital-gains-lots-v2 model omits state and local tax, NIIT, wash sales, withholding, filing status, and other investor-specific rules.