# TaxWise - Investment Tax Tool — Investment Tax Tool

> Investment tax calculator for estimating federal tax liability from gains and losses. (iPhone/iPad app by Brandon Gautama.)

- Source: https://appshunter.io/ios/app/taxwise-investment-tax-tool/id6751554700 (this page in markdown: same URL + `.md`)
- Developer: [Brandon Gautama](https://appshunter.io/developer/1814277097)
- Category: Finance, Productivity
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 19 MB
- Languages: American English
- Released: 2025-08-28
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/taxwise-investment-tax-tool/id6751554700/reviews.md

## What is TaxWise?

TaxWise is a simple investment tax tool that helps you avoid tax surprises. Enter your investment gains and losses throughout the year and see your estimated federal tax bill in real-time.

WHAT IT DOES:
• Calculate your year-to-date profit/loss automatically  
• Estimate your federal tax liability using 2025 tax rates
• Test different investment scenarios and see tax impact before you trade
• See if selling losing investments could lower your tax bill
• Understand the difference between short-term and long-term capital gains

HOW IT WORKS:
1. Add transactions: Enter the profit/loss amount, investment type (long/short-term), transaction name, and sell date
2. Set your tax rates: Configure your federal tax brackets in settings
3. View your summary: See total profit/loss and estimated taxes owed

PERFECT FOR:
- Casual investors who make occasional stock trades
- People who got surprised by tax bills in previous years  
- DIY investors who want to track taxes throughout the year
- Anyone who prefers simple tools over complex tax software

KEY FEATURES:
• Automatic tax calculations using current federal rates
• Clean dashboard showing total profit/loss and estimated taxes
• Scenario planning to test investment moves before trading
• Settings to adjust your tax bracket percentages
• All data stays private on your device - no cloud storage
• Simple, iOS-style interface that's easy to use

IMPORTANT NOTES:
- Federal taxes only (state taxes calculated separately)
- Estimates only - consult a tax professional for official advice
- 2025 tax year rates included
- Your data never leaves your device

Stop getting surprised by tax bills. Start tracking your investment taxes with TaxWise today.

## Key features

- Real-time tax bill estimation
- Scenario planning for trades
- Automatic profit/loss calculation
- Short-term vs. long-term capital gains
- On-device data privacy
- Adjustable tax bracket settings


## Frequently asked questions about TaxWise

### 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.

## Version history (last 2 releases)

### 1.1 — 2025-08-29

• 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!

### 1.0 — 2025-08-28

No release notes.

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*