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2025

Net Investment Income Tax Threshold 2025

Net Investment Income Tax Threshold 2025. The net investment income tax (niit) is a 3.8% tax that kicks in if you have investment income and your income exceeds $200,000 for single filers, $250,000 for. The niit is set at 3.8% for 2025, as it was for 2023.


Net Investment Income Tax Threshold 2025

As an investor, you may owe an additional 3.8% tax called net investment income tax (niit). Since 2013, taxpayers have been subject to a surtax of 3.8% on certain net investment income if their modified adjusted gross income (magi) is over $200,000 for.

What's Net Investment Income—And How Is It Taxed?

The tax is due on the smaller of.

Their Net Investment Income Or The Amount By Which Their Modified Adjusted Gross Income (Magi).

This tax is currently taken out at 2.9% of gross wages (with no wage maximum).

Those Who Are Subject To The Tax Will Pay 3.8 Percent On The Lesser Of The Following:

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The Tax Is Due On The Smaller Of.

The niit thresholds for 2025 are typically $200,000 for single or head of household, $250,000 for married filing jointly, and $125,000 for married.

Their Net Investment Income Or The Amount By Which Their Modified Adjusted.

The thresholds vary by filing.

Your Nii Or The Excess Of Your Modified Adjusted Gross Income (Magi) Over These Three Thresholds:.