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The document is Form 8960, used by individuals, estates, and trusts to calculate the Net Investment Income Tax as mandated by the Internal Revenue Service. It outlines various types of investment income, allowable deductions, and the computation process for determining tax liability based on net investment income.

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How much investment income is tax free?

Here are the MAGI thresholds for net investment income tax: Filing statusMAGI threshold Single $200,000 Married filing jointly $250,000 Married filing separately $125,000

At what income level does the 3.8 surtax kick in?

The threshold is $250,000 for joint filers, $125,000 for married filing separately, and $200,000 for all other filers.

Does everyone pay net investment income tax?

Only individuals with modified adjusted gross income (MAGI) above $200,000 (single) or $250,000 (married filing jointly) are subject to NIIT.

Who pays the 3.8% net investment tax?

The net investment income tax (NIIT) is a tax that kicks in if you have investment income and your income exceeds $200,000 for single filers, $250,000 for those married filing jointly or $125,000 for those married filing separately. The NIIT tax rate is 3.8%.

What is tax form 8960 used for?

Form 8960 is the IRS form used to calculate your total net investment income (NII) and determine how much of it may be subject to the 3.8% Medicare contribution tax.

net investment income form

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What triggers the net investment income tax?

The law requires you to pay the NIIT if your modified adjusted gross income (MAGI) is above the threshold for your filing status and you earn net investment income. However, if you have no investment income, you are not liable for the NIIT, even if your MAGI exceeds the threshold amount.

Who pays the 3.8 investment tax?

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 gross income exceeds the statutory threshold amount based on their filing status.

How do I avoid 3.8% investment tax?

How do you avoid the net investment income tax? You can avoid the net investment income tax by keeping your MAGI below $200,000 for single filers, $250,000 for those married filing jointly or $125,000 for those married filing separately. But that doesnt mean you have to make less money.

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How much investment income is tax free?

At what income level does the 3.8 surtax kick in?

Does everyone pay net investment income tax?

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What is tax form 8960 used for?

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What triggers the net investment income tax?

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