Finance Tools
Net Investment Income Tax Calculator
Estimate net investment income tax by calculating the taxable portion of investment income above a threshold and applying a tax rate.
This calculator uses a simplified model: taxable portion = max(income − threshold, 0). Actual rules vary by jurisdiction and filing status.
Taxable Portion: $0.00
Estimated Tax Owed: $0.00
Effective Rate (vs total income): 0.00%
How to use this net investment income tax calculator
- Enter your net investment income amount (e.g., dividends, interest, capital gains).
- Enter your applicable threshold amount (if any).
- Enter the net investment income tax rate.
- Click Calculate to estimate taxable amount and tax owed.
Example
If you have $50,000 of net investment income, a $200,000 threshold, and a 3.8% tax rate:
- Net investment income: $50,000
- Threshold: $200,000
- Taxable portion: $0 (income does not exceed threshold)
- Tax owed: $0
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