Capital Gain Timing tax savings question - Tax Advisor

[strongsilence]

ITA says that selling $5,000 of stock in 2025 results in a tax savings in 2025 of $250. The taxpayer is in the 15% capital gain bracket. How do they get this?  Normally, selling stock increases tax.  Perhaps ITA is comparing a 2025 stock sale to a sale in 2026?                                                                                                                      There is no explanation except:  Identify long-term capital assets you could possibly dispose of during a tax year when a projected lowest tax bracket will be applied.       This wording is also preprinted in the tax plan for the client: Planning long-term dispositions while considering the maximum taxable income applicable to the zero and fifteen percent capital gains rates can help minimize taxation.

[Kathi_at_Intuit]

Hi @strongsilence Thanks for posting this in the Community and sharing those details. Lacerte Support would be the best resource to review this with you. When you have a moment, we recommend reaching out to them directly.