The Capital Gains Estimator recommends short/long term rates of 22%/20% which is incorrect. It should be 22%/15% based on my data. When I override the estimator and select 22%/15% tax rate, the estimator no longer includes the existing capital gains/losses in its calculations, which throws off tax due calculations in the estimator.
Is there a way to select 22%/15% and have the estimator import the correct existing capital gains that are shown in the Tax Planner and the Capital Gains YTD report?
Is the estimator recommending 20% for worst case long term tax rate rather than analyzing the actual capital gains data?
