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1099-DA Basis-Gap Calculator

For a reportable broker-effected disposition in 2025, Form 1099-DA reports gross proceeds, while basis is not required for a noncovered asset and may be omitted or voluntarily reported. Missing basis does not itself make the full proceeds taxable gain. Reconcile the actual form and records; for a capital-asset disposition reported on Form 8949 and Schedule D, this tool illustrates the potential difference if $0 basis were used instead of supported basis.

Gross proceeds (from 1099-DA)Your actual cost basisHolding periodFederal LTCG bracket

I’m a New Jersey resident (optionally add a user-selected NJ marginal-rate sensitivity)I understand this is an illustrative estimate, not bracket math - it applies a single flat combined rate and ignores other income, netting, NIIT/AMT, and deductions. It is not tax advice.

Check the box above to view your illustrative estimate.

Estimate only - not tax advice. This calculator uses simplified illustrative rates and applies them to the full amount; it ignores other income, netting, AMT/NIIT, deductions, and actual bracket math. The optional NJ amount uses a marginal rate you select as a sensitivity input, not a default or flat-rate proxy. New Jersey taxes capital gains at ordinary-income rates under filing-status-specific graduated schedules and has its own loss-netting rules, so your NJ result may differ materially. Your real result depends on your full return. See our 1099-DA cost-basis review and consult a CPA before relying on these figures.

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Tax advice disclaimer: This material is for general educational information only and is not legal, tax, or accounting advice for your specific facts. A CPA-client relationship is formed only through a signed engagement letter.