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Taxes

Capital Gains Tax Calculator

Calculate the flat-rate withholding tax on capital gains. Including saver's allowance, solidarity surcharge and church tax.

Updated 2026 Data stays local Free

Total tax

€1,055.00

Net return

€3,945.00

Detailed calculation

Capital gains€5,000.00
Saver's allowance (individual)- €1,000.00
Taxable amount€4,000.00
Withholding tax (25%)€1,000.00
Solidarity surcharge (5.5%)€55.00
Total tax€1,055.00

Effective tax rate

Based on total capital gains

21.10%

Calculation according to withholding tax (25% plus solidarity surcharge and church tax if applicable). Saver's allowance: {single} (individual) or {couple} (married couple). Without guarantee.

Note: These calculations are for informational purposes only and do not replace professional tax or financial advice. All information without guarantee.

FAQ

Frequently Asked Questions

How high is the flat-rate withholding tax in Germany?

The flat-rate withholding tax is 25% on capital gains such as interest, dividends, and capital gains from sales. Including the solidarity surcharge and possibly church tax, the total burden is approximately 26.375%.

How high is the saver's flat-rate allowance?

The saver's allowance is 1,000 euros per person and 2,000 euros for jointly assessed married couples. Capital income up to this amount remains tax-free.

Are the 2026 German tax values current?

Yes — all tax rates, allowances and contribution ceilings reflect 2026: basic allowance €12,348, top tax rate 42 % from €69,879, Soli exemption €20,350. Source: German Federal Ministry of Finance (BMF) and gesetze-im-internet.de.

Guide

Quick Answer

The flat-rate withholding tax calculator computes the tax burden on capital income such as interest, dividends and capital gains. It accounts for the saver lump sum and optionally church tax.

What is the Capital Gains Tax Calculator?

The flat-rate withholding tax calculator computes the tax burden on capital income such as interest, dividends and capital gains. It accounts for the saver lump sum and optionally church tax.

How does the Capital Gains Tax Calculator work?

Enter your capital income. The calculator deducts the saver lump sum and applies the 25% flat tax plus 5.5% solidarity surcharge on the tax. With church tax the rate drops to about 24.5%, but church tax is added separately.

Key Data and Facts

Flat-rate tax: 25% plus 5.5% solidarity surcharge = 26.375%. Saver lump sum: 1,000 euros (single) / 2,000 euros (married). Set up an exemption order at your bank.

Step-by-Step Guide

How to calculate the flat-rate withholding tax (Abgeltungssteuer) step by step: 1. Determine your capital gains: Add up all income from interest, dividends and realized price gains during the calendar year. 2. Deduct the saver's allowance (Sparerpauschbetrag): EUR 1,000 for single people or EUR 2,000 for jointly assessed married couples. Make sure your bank has an exemption order (Freistellungsauftrag) on file. 3. Determine your taxable capital gains: gains minus the saver's allowance. Losses from selling shares may only be offset against gains on shares, while other losses may be offset against all capital gains. 4. Calculate the withholding tax: 25 % on the taxable amount. 5. Solidarity surcharge: 5.5 % on the withholding tax. 6. Church tax (optional): 8 % or 9 % on the withholding tax -- in this case the withholding tax rate is reduced to approx. 24.45 % (with 9 % church tax). Example: An investor earns EUR 5,000 in capital gains (EUR 2,000 interest, EUR 3,000 dividends). Saver's allowance: EUR 1,000. Taxable: EUR 4,000. Withholding tax: 4,000 x 25 % = EUR 1,000. Soli: 1,000 x 5.5 % = EUR 55. Without church tax, the total burden is EUR 1,055, the effective tax rate on all income: 21.1 %. Through a more favorable assessment check (Günstigerprüfung), a lower personal tax rate can be applied for.

Calculation Example

Capital income: 5.000 EUR (interest + dividends), saver's allowance: 1.000 EUR. Taxable amount: 4.000 EUR. Withholding tax (25%): 1.000 EUR. Soli (5.5%): 55 EUR. Total burden: 1.055 EUR. Net yield: 3.945 EUR.

Sources · E-E-A-T

Official sources

Calculations are based on applicable German laws and official data:

Full methodology at Methodology.

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