How Do Capital Gains Affect NIIT (Net Investment Income Tax)?

How large Long Term Capital Gains impact NIIT and where to see it in Holistiplan

Keep in mind the MAGI (Modified Adjusted Gross Income) thresholds for the purposes of calculating NIIT based on filing status:
- $250,000 - Married Filing Jointly (MFJ), Qualified Surviving Spouse (QSS)
- $200,000 - Single (S) or Head of Household (HOH)
- $125,000 - Married Filing Separately (MFS)
The 3.8% tax is applied to the lesser of net investment income or to the extent a taxpayer's MAGI exceeds the applicable threshold above.
NIIT is highlighted with it's own section on the Tax Report, within the MAGI Tiers section of the Tax Report, in the "Other Taxes" and MAGI sections of Scenario Analysis, and within our Range Calc tool, as seen in those examples below.