Questions and Answers on the Net Investment Income Tax
Section 1411 of the IRS Code imposes the Net Investment Income Tax (NIIT). Find answers to questions about how the code may affect your taxes.
What is Net Investment Income Tax (NIIT) and Who Pays It?
Feb 25, 2025 · What is net investment income tax (NIIT)? The net investment income tax is a 3.8% tax you must pay if your modified adjusted gross income (MAGI) exceeds a certain …
A Guide to the Net Investment Income Tax (NIIT) - SmartAsset
Dec 9, 2025 · The net investment income tax (NIIT) is a surtax on high amounts of investment income. Our guide covers its rates, thresholds and other rules.
Net Investment Income Tax | Schwab
As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income …
Net Investment Income Tax: Do You Have to Pay It? - NerdWallet
Dec 15, 2025 · The net investment income tax (NIIT) is a tax that kicks in if you have investment income and your income exceeds $200,000 for single filers, $250,000 for those married filing …
3.8% Net Investment Income Tax (NIIT) - Accounting Portal
4 days ago · A complete 2025–2026 NIIT guide: IRS 3.8% tax rules, income thresholds, what counts as net investment income, and how to report on Form 8960.
NIIT (3.8%) in 2025: Who Owes It on Investment Income and What …
Aug 17, 2025 · Learn about the Net Investment Income Tax (NIIT) in 2025. Understand who owes the 3.8% surtax, what types of investment income are included, and how thresholds apply.
KLR | Net Investment Income Tax (NIIT) 2025: Rules, Thresholds
Feb 3, 2025 · One tax to keep on your radar is the Net Investment Income Tax (NIIT), which imposes a 3.8% levy on your investment earnings over certain thresholds. Here's what you …
What is the net investment income tax and who has to pay it?
Feb 25, 2025 · The net investment income tax (NIIT) is a tax on investment income. Here's a breakdown of who has to pay it and how you can avoid it.
Understanding the Net Investment Income Tax (NIIT)
May 28, 2025 · What is Net Investment Income Tax? The Net Investment Income Tax applies a 3.8% tax to investment income if certain income threshold amounts are exceeded. The NIIT …