10/02/2026
💰 Could the 3.8% Net Investment Income Tax affect you?
The Net Investment Income Tax (NIIT) is reaching more taxpayers because its income thresholds haven’t changed since the tax took effect in 2013.
For 2026, you may be subject to the 3.8% NIIT if you have net investment income and your modified adjusted gross income (MAGI) exceeds:
• $200,000 for single filers
• $250,000 for married couples filing jointly
• $125,000 for married individuals filing separately
Net investment income can include taxable interest, dividends, and gains from stocks, bonds, and mutual funds.
The good news? Strategic year-end tax planning may help reduce your MAGI or net investment income — and potentially lessen the impact of the NIIT.
📞 Contact us at 337-232-3637 to discuss planning opportunities for your situation.