Applying the 3.8% Net Investment Income Tax Chart

This chart (previously called the “Applying the 3.8% Healthcare Surtax Chart”) evaluates the application of the 3.8% Net Investment Income Tax, including its impact on and strategies for reducing MAGI and NII, plus a worksheet to help determine if MAGI or NII controls. Updated: January 2017.


  • Size: 11 inches x 17 inches
  • Includes: Immediate PDF Download and one(1) laminated chart.
  • Chart customized with your firm’s logo and information available at an additional cost.
  • Chart Preview (click to enlarge):


Applying the NIIT Chart_Page_1


Applying the NIIT Chart_Page_2

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