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  • Use the rates applied by your state last year.
  • Enter the rate at which state income tax will be withheld from your securities transactions, if applicable.
  • Find the tax rate by reviewing the Individual Income Tax dialog instructions for your state. Tax rate information for most states is available from theĀ Federation of Tax Administrators website here.

Notes

  • The calculations for state tax don't include ESPP or ESOG sales and can't include ordinary income from such sales.
  • The Capital Gains Estimator calculations are intended to provide estimates only.