@ MajorHavoc wrote:
. I have never stumbled into the Net Investment Income Tax, so I have to go look that up. So far, it has not been flagged on any of my investments.
The NIIT has been around since 2013 and is a consequence of the Affordable Care Act. One is subject to it when the "modified adjusted gross income" (as defined for NIIT purposes) exceeds a threshold of (as examples) $200,000 for single/ $250,000 for married filing jointly. Unfortunately, like many things enacted in DC, those thresholds were not indexed for inflation.
https://www.irs.gov/individuals/net-investment-income-tax
