Tax Calculator
Estimate taxes on YieldMax ETF distributions and understand the impact of ROC
Tax Information
Tax Analysis
Total Tax Owed
$0
After-Tax Income
$0
Effective Tax Rate
0%
Tax Deferred (ROC)
$0
| Distribution Type | Amount | Tax Rate | Tax Owed |
|---|---|---|---|
| Ordinary Income | $0 | 0% | $0 |
| Return of Capital | $0 | 0% (Deferred) | $0 |
| Capital Gains | $0 | 0% | $0 |
| Total | $0 | - | $0 |
Understanding Return of Capital (ROC)
Return of Capital is not immediately taxable, but it has important implications:
- ROC reduces your cost basis in the ETF shares
- When you sell, you'll pay capital gains tax on the reduced basis
- If your basis reaches $0, additional ROC becomes taxable
- Keep detailed records of all ROC distributions
⚠️ Important Tax Disclaimer
This calculator provides estimates only. Actual tax liability depends on many factors not included here. Always consult with a qualified tax professional for accurate tax planning and advice.