Understanding the Net Investment Income Tax Chart
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract light blue image
Resources

Understanding the Net Investment Income Tax Chart

1 year ago · 414.6 KB Download

SECTION

EXCLUSIVE

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

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgot email?
Forgot password?

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content