The US Net Investment Income Tax (NIIT) Estimator (Section 1411) is a valuable tool for taxpayers seeking to understand and calculate the additional 3.8% tax imposed on certain investment income under IRS Section 1411. This tax applies to individuals, estates, and trusts with modified adjusted gross income (MAGI) above specific thresholds, helping you plan your finances better by estimating your potential NIIT liability.

NIIT applies to investment income such as interest, dividends, capital gains, rental income, royalties, and passive business income. The tax kicks in once your MAGI exceeds $200,000 for single filers, $250,000 for married filing jointly, and other filing status thresholds. Because NIIT is a relatively new tax provision, many taxpayers may overlook its impact, potentially leading to unexpected tax liabilities.

Our estimator simplifies this complex calculation by allowing you to input your MAGI, investment income, and filing status. It quickly computes your estimated NIIT, helping you make informed decisions about investment timing, income planning, and tax strategies to minimize this additional tax burden.

Understanding your NIIT liability is critical for high-income earners, investors, real estate owners, and professionals managing passive income sources. With this tool, you can identify tax planning opportunities, such as adjusting income recognition or optimizing investment portfolios to reduce taxable income under Section 1411.

Regular use of the NIIT Estimator ensures you stay compliant with tax laws while maximizing after-tax returns. It also serves as a helpful resource for tax professionals advising clients on managing investment income effectively.

Use our US Net Investment Income Tax (NIIT) Estimator today to gain clear insights into your Section 1411 tax liability and make smarter financial decisions.