TaxWise - Investment Tax Tool
Investment Tax Tool
Archived App (Last seen on 22 Jun 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Easily track your investment gains and losses to estimate your federal tax bill in real-time. Test different trading scenarios and understand capital gains before you make a move. Avoid unexpected tax surprises with this simple, on-device tool.
What's New in TaxWise
1.1
August 29, 2025
• Improved user experience and interface polish • Enhanced app performance and stability • Bug fixes and general improvements We're constantly working to make TaxWise better for you. Thanks for using our app!
MoreFAQ
What is TaxWise?
TaxWise is a free investment tax tool designed to help you estimate your federal tax liability based on your investment gains and losses. It allows you to track transactions and understand the tax implications of your trades.
How does TaxWise calculate taxes?
TaxWise automatically calculates your year-to-date profit/loss and estimates your federal tax bill using 2025 tax rates. You can input transaction details like profit/loss, investment type, and sell date for accurate estimations.
Can TaxWise help me plan trades?
Yes, TaxWise offers scenario planning. You can test different investment scenarios and see their potential tax impact before you make a trade, helping you make informed decisions.
Does TaxWise calculate state taxes?
No, TaxWise currently only calculates federal taxes. State taxes need to be calculated separately. For official tax advice, it is always recommended to consult a tax professional.
Is my investment data safe with TaxWise?
Absolutely. All your data stays private on your device with TaxWise. There is no cloud storage, ensuring your financial information remains secure and accessible only to you.
What devices does TaxWise support?
TaxWise is available for iPhone, iPad, and iPod touch devices. It features a simple, iOS-style interface designed for ease of use across Apple devices.
How often is TaxWise updated?
TaxWise was last updated on August 29, 2025, to version 1.1. This indicates regular maintenance and potential feature additions to keep the tax calculations current.
What is the user rating for TaxWise?
TaxWise has a perfect rating of 5.0 stars based on 1 rating. This suggests a very positive initial reception from its users.