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 threshold for NIIT, which is a $200,000 AGI for single filers and $250,000 for married filing jointly (MFJ) filers.
  • The 3.8% tax is going to impact the on the lessor of the investment income or how much over you are with the threshold.