Tax Example

Ethereum After 14 Months: Long-Term Rates Apply

Holding crypto for more than one year unlocks long-term capital gains rates — which can be as low as 0%. This example shows how the IRS taxes an ETH sale after 14 months, and why the difference in holding period matters so much.

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My Trade
CoinEthereum (ETH)
Purchase DateMarch 10, 2023
Cost Basis$3,200 (2 ETH at $1,600)
Sale DateApril 12, 2024
Sale Price$6,000 (2 ETH at $3,000)
Holding Period398 days ✓
Gain$2,800

Step-by-Step Calculation

Step 1Determine the holding period
March 10, 2023 → April 12, 2024 = 398 days 398 days > 365 days → Long-Term Gain qualifies for preferential long-term capital gains rates
Step 2Calculate the gain
Sale price: $6,000 – Cost basis: - $3,200 ────────────────────────── Long-term gain: $2,800
Step 3Apply long-term capital gains rates (2024)
Your rate depends on total taxable income (filing single, 2024):
Taxable IncomeLT RateTax on $2,800
Up to $47,0250%$0
$47,026 – $518,90015%$420
Over $518,90020%$560
Note: High-income earners may also owe the 3.8% Net Investment Income Tax (NIIT) on top of the 20% rate. Married filing jointly thresholds are different.
Plus state taxes: Most states do not offer preferential long-term rates — capital gains are taxed at ordinary income rates. California adds up to 13.3%, New York up to 10.9%. States like Florida, Texas, and Wyoming have no state income tax at all.
Result
Capital Gain$2,800
Gain TypeLong-Term ✓
Tax (at 0% bracket)$0
Tax (at 15% bracket)$420
Report OnForm 8949 / Schedule D

The day before matters: exactly 365 days is still short-term

IRS rule: Long-term treatment requires holding for more than 365 days — not exactly 365.

— Sale on March 10, 2024 (day 365) → short-term, ordinary income rates
— Sale on March 11, 2024 (day 366+) → long-term, 0%/15%/20% rates ✓

Frequently Asked Questions

Do I still need to report long-term gains at 0% tax?

Yes. Even if you owe $0 in tax, the transaction must be reported on Form 8949 and Schedule D. Failure to report can trigger IRS notices, especially if your exchange reports proceeds on a 1099-DA.

Can I use a cost basis method other than FIFO?

Yes. The IRS allows FIFO, HIFO (Highest In, First Out), or specific identification. You must make the specific ID election before or at the time of sale, and you need adequate records. HIFO often minimizes taxable gains.

What if I sold only 1 ETH, not both?

Under FIFO, the first ETH purchased is considered sold first. Since both ETH were bought on the same date, either method gives the same cost basis per coin ($1,600 each). A partial sale of 1 ETH would generate a $1,400 long-term gain.

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