Mexico-specific financial tool · 2026 assumptions
Investment ISR Withholding Calculator
Estimate the provisional withholding used by this Mexico-specific illustration. The 2026 rule and SOFIPO exemption are shown separately; this is not a personal tax calculation.
- Amount modeled as exempt
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- Taxable amount in this illustration
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- Estimated provisional withholding
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- Withholding as a share of a hypothetical 10% gross yield
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How this provisional estimate works
The illustration uses the 2026 provisional withholding rate and the five-UMA threshold for eligible SOFIPO interest under Mexico's tax rules. Actual tax treatment depends on the applicable law, account structure, and your circumstances.
This is an illustrative estimate using the 2026 provisional ISR withholding rate. For eligible SOFIPO interest, it models the five-UMA annual threshold; it does not determine your final annual tax.
Relevant references: Mexico's Federal Revenue Law (LIF 2026), Article 24, and Income Tax Law (LISR), Article 93, section XX(b). Check the current official text and your personal tax situation.