capital gains calculator
capital gains calculator
Example 1 - Basic Example 2 - Taper Relief Example 3 - Taper Relief and Change of Status
Example 4 - Same Day Trades Example 5 - Share Restructuring Example 6 - Rights Issues
Example 7 - Transfer to Spouse

Example 7 - Transfer to Spouse/Partner

You can test out the following example by copying and pasting the trades into the calculator . The trade format and instructions can be viewed here.

Note the format of the 3rd line below. The first character T signifies a share transfer to a spouse. Thereafter follows the date, the number of shares and finally the charges involved in the transfer

There is a minor restriction with this calculator when using this function. No buy or sell trades with the transferred stock can be performed in the same date as the transfer.

B 01/12/2000 ABC 3000 4.82 15.00 72.30
B 02/12/2000 ABC 1000 4.82 15.00 120.62
T 20/04/2011 ABC 3000 20.00 0.00 0.00
B 22/04/2011 ABC 1000 2.00 15.00 10.00
B 23/04/2011 ABC 1000 4.00 15.00 10.00


When your shares are transferred to a spouse the shares are matched up in the same way as if the shares were sold. Your spouse acquires your shares for the same amount as the original acquisition cost. The result is zero gain in your capital gains calculations. For more see this post.

capital gains calculator example 7