Canada Capital Gains Inclusion Rate Calculator 2026

Calculate Canadian federal + provincial capital gains tax under the new 66.67% inclusion rate (proposed for individuals above $250K annual gains, all corporate gains) versus the legacy 50% inclusion rate. Compare scenarios for the 2026/27 transition year following the federal government's deferral.

Total realised capital gain in the tax year.
Individuals get $250K annual threshold at 50%; above is 66.67%.
Top combined federal + provincial marginal rate used.
Used to determine marginal rate on the inclusion.
CRA confirmed deferral to 2027 in Jan 2026 — verify current status.
QSBC shares get $1.25M lifetime exemption (CRA, 2026 indexed).
50% Inclusion (Legacy)
Capital gain
Less LCGE if applicable
Taxable amount (50%)
Marginal rate
66.67% Inclusion (Proposed)
Capital gain
Less LCGE if applicable
Below $250K @ 50%
Above $250K @ 66.67%
Total taxable
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The Canadian Capital Gains Inclusion Rate Story

The capital gains inclusion rate determines what portion of a realised capital gain is added to taxable income. The rate has been 50% since October 2000, meaning a $100K gain added $50K to taxable income, taxed at marginal rates. The April 2024 Federal Budget proposed raising the inclusion rate from 50% to 66.67% for: (1) individuals on annual gains exceeding $250,000, and (2) corporations and most trusts on all gains regardless of amount. Implementation was originally for June 25, 2024 but Parliament prorogation in early 2025 prevented enactment. In January 2026, the federal government deferred implementation to January 1, 2027 to "provide certainty during the transition" — but legislation has not yet been finalised. Always verify current status via canada.ca/cra.

How the New Rules Would Work

For individuals: Annual capital gains under $250,000 continue at 50% inclusion (so $100K gain = $50K taxable income). Gains above $250,000 (for the year, not per-transaction) are included at 66.67%. Example: $500K realised gain = $250K × 50% + $250K × 66.67% = $125K + $166.7K = $291.7K taxable. For corporations and most trusts: All capital gains at 66.67%. Principal residence exemption: Unaffected — primary home gains remain tax-free. Lifetime Capital Gains Exemption (LCGE): Increased to $1.25 million on qualified small business corporation (QSBC) shares and qualified farm/fishing property starting June 25, 2024. New entrepreneur incentive: Reduced 33.33% inclusion rate on first $2 million of QSBC share gains, phasing in over 10 years.

Tax Impact Examples (Ontario top bracket 53.53%)

$100K gain at 50% inclusion: $50K × 53.53% = $26,765 tax.
$100K gain at 66.67% inclusion: $66,670 × 53.53% = $35,690 tax. Increase: $8,925 (33.4% more tax).
$500K gain (above threshold for individuals): mixed rate. Tax under 50%: $133,825. Tax under proposed: $156,083. Increase: $22,258.
$1M corporate gain at 50%: $500K × 26.5% (small biz) = $132,500. At 66.67%: $666,700 × 26.5% = $176,676. Increase: $44,176 — a substantial corporate-level hit.

Planning Strategies

If the rate increase eventually proceeds: (1) Realise gains before effective date to lock in 50% inclusion (already past June 2024 — limited opportunity now). (2) Use TFSAs and RRSPs — both shelter capital gains entirely. (3) QSBC structure: qualify shares for the $1.25M LCGE plus reduced 33.33% rate on first $2M. (4) Spousal income splitting: two $250K thresholds doubled to $500K of annual 50%-rate room. (5) Corporate-level integration: for active business income, retaining in CCPC may be more efficient even at 66.67% than distributing as eligible dividends. Run our RRSP vs TFSA calculator for shelter analysis.

2026 Status — Deferred

As of January 2026, the inclusion rate increase is officially deferred to January 1, 2027 by Department of Finance announcement. CRA continues to administer based on legislation as it stands — currently 50% inclusion. Tax preparers and CRA digital filing tools have reverted to 50% for 2025 returns being filed in 2026. The political situation (minority government, election context) makes ultimate enactment uncertain. Plan around both scenarios; if you have flexibility on timing, defer realisations until certainty exists. Compare with our RRSP 2027 limit, RRIF withdrawal, TFSA growth, CA income tax.

Last updated April 2026. Estimates only — verify current law and CRA guidance. Sources: CRA, Finance Canada, Budget 2024.