Qualified Opportunity Zone Investment Calculator

Results

Tax Deferred Until 2026: $ (Due on )

Tax Reduction on Original Gain: $

Future Value of QOZ Investment: $

Total Tax Savings: $

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Disclaimer: This calculator provides estimates for informational purposes only and should not be considered tax or financial advice. Please consult a qualified professional for personalized guidance.

Frequently Asked Questions

What is a Qualified Opportunity Zone?

A Qualified Opportunity Zone is an economically distressed community where new investments may be eligible for preferential tax treatment under the Tax Cuts and Jobs Act of 2017.

How does investing in a QOZ fund defer my capital gains tax?

By reinvesting your capital gains into a QOZ fund, you can defer paying taxes on those gains until December 31, 2026, or until you sell your QOZ investment, whichever comes first.

What are the benefits of holding my investment for different periods?

Holding for 5 years grants a 10% exclusion on deferred gains, 7 years grants a 15% exclusion, and holding for 10 years exempts you from paying capital gains tax on any appreciation of your QOZ investment.

Are there risks associated with QOZ investments?

Yes, like any investment, QOZ investments carry risks, including market risk, liquidity risk, and potential changes in tax laws. It’s important to consult with a financial advisor.