The State Atlas · state tax reference

How every state taxes investors.

Whether you're weighing a move, holding a concentrated position, or settling an estate, your state sets the terms. Pick yours for its capital-gains, estate, marriage, and basis-step-up profile — and an illustrative estimate of the after-tax coordination opportunity its rules create.

StateTop LT rateCoordination Opportunity
Alabama5%~$41k/$1M
Alaska0%~$37k/$1M
Arizona1.88%~$39k/$1M
Arkansas1.95%~$40k/$1M
California13.3%~$47k/$1M
Colorado4.4%~$40k/$1M
Connecticut6.99%~$42k/$1M
Delaware6.6%~$42k/$1M
Florida0%~$37k/$1M
Georgia5.19%~$41k/$1M
Hawaii7.25%~$47k/$1M
Idaho5.3%~$41k/$1M
Illinois4.95%~$40k/$1M
Indiana3%~$39k/$1M
Iowa3.8%~$40k/$1M
Kansas5.58%~$41k/$1M
Kentucky4%~$40k/$1M
Louisiana3%~$39k/$1M
Maine7.15%~$42k/$1M
Maryland8.5%~$41k/$1M
Massachusetts9%~$48k/$1M
Michigan4.25%~$40k/$1M
Minnesota10.85%~$45k/$1M
Mississippi4.4%~$40k/$1M
Missouri0%~$37k/$1M
Montana4.1%~$42k/$1M
Nebraska5.2%~$41k/$1M
Nevada0%~$37k/$1M
New Hampshire0%~$37k/$1M
New Jersey10.75%~$45k/$1M
New Mexico5.9%~$41k/$1M
New York10.9%~$45k/$1M
North Carolina4.25%~$40k/$1M
North Dakota1.5%~$39k/$1M
Ohio3.125%~$39k/$1M
Oklahoma4.75%~$40k/$1M
Oregon9.9%~$44k/$1M
Pennsylvania3.07%~$39k/$1M
Rhode Island5.99%~$41k/$1M
South Carolina3.36%~$42k/$1M
South Dakota0%~$37k/$1M
Tennessee0%~$37k/$1M
Texas0%~$37k/$1M
Utah4.5%~$40k/$1M
Vermont8.75%~$44k/$1M
Virginia5.75%~$41k/$1M
Washington9.9%~$33k/$1M
Washington DC10.75%~$45k/$1M
West Virginia4.82%~$40k/$1M
Wisconsin5.36%~$43k/$1M
Wyoming0%~$37k/$1M
A state is where coordination begins, not ends.
Weigh two environments, plan a move between them, and see how it all becomes one household's standing record.
Compare how coordination changes across states → Schedule a Coordination Review

State law reflects 2025 tax-year law; last reviewed 2026-07-07. Every classification is a summary of state law; where a primary-source citation has been verified, it is linked on the card.

What changed
  • 2026-07-07 — First law-review date and honest per-cell source labeling; primary-source citations verified for Illinois, California, New York, Texas, and Florida (more in progress).
  • 2025 — Washington's 7% (+2.9%) excise on long-term capital gains reflected (enacted 2022).
  • 2025 — New Hampshire's Interest & Dividends tax reflected as fully repealed, effective 2025.
  • 2025 — Illinois estate-tax detail tracks the pending SB 2970 as of the review date.
Illustrative / hypothetical — not a real track record and not advice. The tax-management impact figure is a hypothetical, after-tax result from the retroactive application of a tax-management model to ~30 years of proxy-spliced market data on a single illustrative path; no client capital was invested, and hypothetical performance does not guarantee future results. Intended for sophisticated investors; it may not be relevant to your situation, and your actual figure depends on your own holdings, basis, and bracket. State tax facts reflect tax year 2025 and can change — confirm with a tax advisor. Driftwood Wealth is a registered investment adviser; Form ADV and Form CRS are available at adviserinfo.sec.gov.
Driftwood. State tax law reflects 2025 tax-year law; last reviewed 2026-07-07.