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What is the amount of the net investment income tax for a single individual that has $250K of modified adjusted gross income and $25K of net investment income?

User Tominator
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Final answer:

The net investment income tax for a single individual with $250K of modified adjusted gross income and $25K of net investment income would be $950.

Step-by-step explanation:

The net investment income tax is a tax applied to certain investment income for individuals, estates, and trusts. For single individuals with modified adjusted gross income over $200,000 ($250,000 for married couples filing jointly), there is a 3.8% tax on the lesser of their net investment income or the amount by which their modified adjusted gross income exceeds the threshold.

In this case, the single individual has $250,000 of modified adjusted gross income and $25,000 of net investment income. Since their modified adjusted gross income exceeds the threshold of $200,000, they would be subject to the net investment income tax.

The amount of the tax would be calculated as 3.8% of their net investment income, which is $25,000. So, the net investment income tax for this individual would be $950 ($25,000 x 3.8%).

User Asafge
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