Capital Gains & Investment Tax
Net Investment Income Tax
Estimate the 3.8% surtax on investment income for higher earners.
Net Investment Income Tax
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Income Over Threshold
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Taxable Base
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What The 3.8% Applies To
💡 What This Means
Net Investment Income Tax Calculator
The Net Investment Income Tax Calculator estimates the 3.8% surtax that higher earners often miss. You enter your modified adjusted gross income, your net investment income, and your filing status, and it returns the surtax along with the income over the threshold and the taxable base. The tax applies to the smaller of your investment income or the amount your MAGI exceeds the threshold, so the tool shows both figures and which one limits the bill. Investment income here means interest, dividends, capital gains, rents, and similar sources. Use it when your income approaches the threshold and you hold taxable investments. It surfaces a surtax that rarely appears on a pay stub but lands at filing time.