Tool
Sale tax projection
The question every sell decision raises: what does it cost in tax? Pick a holding, enter shares + price, and Atlas runs four cost-basis methods side by side against your actual open lots.
Approximation only. Federal ST = ordinary marginal rate · Federal LT = LTCG rate · NIIT (3.8%) toggled on if your MAGI exceeds the threshold (single $200K, MFJ $250K) · State is a flat approximation. Wash-sale adjustments, AMT, QBI, foreign tax credit, and broker lot-election method may differ. Confirm with a CPA before placing the trade.
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Specific-Identification at a brokerage requires election before the sale settles — most brokers default to FIFO and require an affirmative cost-basis instruction to use HIFO/LIFO/Lowest. Atlas does not place this election; verify with your broker.