Client Planning Calculators

Sale

Sale price Cost of selling (%)

Ownership

Owner status

Cost basis

Value at acquisition Improvements w/ receipts (before death) Improvements w/ receipts (after death) Depreciation taken or allowed

Building value (no land) Years rented / investment Property type

Depreciation estimate: ·

Tax settings

Home sale exclusion Federal long-term rate State

Apply 3.8% Net Investment Income Tax (income over $200k single / $250k married)

True Tax Exposure

Total estimated taxEffective rate on gain:

Sale price
Cost of selling
Net sale price
Adjusted basis
Realized gain
Exclusion used
Taxable gain
Federal capital gains
Depreciation recapture (up to 25%)
NIIT 3.8%
State tax
Estimated cash after tax

Estimate for planning conversations only. Not tax or legal advice. Confirm with the client's CPA or tax attorney before decisions about a sale, 1031 exchange, or DST.

Principal & interest
Property tax
Insurance (home + flood)
HOA / condo
PMI
Cash for down payment
Total interest over loan
Paid off in

Client Planning Calculators

Sale

Ownership

Cost basis

Tax settings

True Tax Exposure

Loan

Monthly costs

Monthly Payment