dmertz
Level 15

Get your taxes done using TurboTax

Only the portion of investment income that brings your modified AGI over the threshold for your filing status is subject to the additional 3.8% tax.  $177 of NIIT implies that your modified AGI is only $4,658 over the threshold.  That would imply that your modified AGI is roughly $204,658 if filing Single, $254,658 if Married Filing Jointly or $129,658 if Married Filing Separately.