Effective Jan. 1, 2013, individual taxpayers are liable for a 3.8 percent Net Investment Income Tax on the lesser of their net investment income, or the amount by which their modified adjusted …

Sep 4, 2025 · Net investment income (NII), for tax purposes, is the total amount of money received from assets such as stocks, bonds, and mutual funds, minus related expenses.

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 …

Dec 15, 2025 · You’ll have to pay the net investment income tax if you earned money on investments and your MAGI meets certain thresholds. Those thresholds depend on your filing …

What's net investment income—and how is it taxed? 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 …

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.

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.

Dec 9, 2025 · The net investment income tax is a 3.8% levy on certain investment earnings received by individuals, estates and trusts with income above IRS-set thresholds. It applies to …

Nov 4, 2024 · The net investment income tax (NIIT) is an additional 3.8% tax on top of your regular income tax. It applies to investment income like dividends and interest. This tax can …

Dec 16, 2024 · Net Investment Income Tax (NIIT) is a 3.8% tax on net investment income. It applies to those investors who have income from their portfolio of investment assets and …