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Investing

Net Investment Income Tax Calculator

Estimate the 3.8% NIIT exposure from MAGI and net investment income.

Use this for

  • high-income investors
  • stock sales
  • large dividend years
MAGI over threshold$30,000
NIIT taxable base$30,000
Estimated 3.8% NIIT$1,140
Net investment income entered$52,000

Common thresholds are $200,000 single and $250,000 married filing jointly.

Before you rely on the number

NIIT applies to the lesser of net investment income or MAGI over threshold.

Thresholds depend on filing status.

Wages are not net investment income.

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