DanaB27
Expert Alumni

Retirement tax questions

No, you do not pay the same rate for all of your capital gains. You can see the calculation on the Qualified Dividends and Capital Gain Tax Worksheet:

 

On line 9 is the amount taxed at 0%, on line 17 the amount that is taxes at 15%, and on line 20 is the amount that is taxed at 20%.

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