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Understanding the Net Investment Income Tax Chart

Jan 28, 2025 · 490.2 KB Download

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Get a comprehensive overview of the 3.8% Net Investment Income Tax (NIIT) with this two-page publication. It describes the following components of the NIIT:

  • Threshold amounts

  • How modified adjusted gross income is calculated and strategies on how to reduce it

  • Describes what is included in net investment income and ways to reduce it

  • How the NIIT is calculated

  • Reducing the NIIT via Roth IRA conversions and using charitable trusts

Download the Understanding the Net Investment Income Tax Chart

File name: net-investment-income-chart.pdf

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