Quick Estimate

How much could you save with OZ 2.0?

Enter your capital gain, state, and hold period. Results update instantly.

Capital gain to defer

State

Expected hold period

Assumes 20% federal LTCG + 3.8% NIIT + state rate. Standard QOF. OZ 2.0 rules per OBBBA §70421.

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Taxable sale

No OZ

Pre-OBBBA rules

OZ Original

OBBBA §70421

OZ 2.0

Results shown are illustrative. Consult a qualified tax advisor before making investment decisions. Not tax, legal, or investment advice. OZ 2.0 rules per OBBBA §70421, signed July 4, 2025. Treasury has not published official OZ 2.0 designations — expected ~December 2026.