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):