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HSA

Your Annual Financial To-Do List - 2016

Submitted by Ferguson Financial Inc. on October 24th, 2015
Tags:
  • Asset Allocation
  • Charitable Gift
  • Home Office Deduction
  • HSA
  • Income Tax
  • Tax Loss Harvesting

Are You Subject to the Net Investment Income Tax?

Submitted by Ferguson Financial Inc. on January 21st, 2015

Are you subject to the Net Investment Income Tax?

The NIIT, commonly referred to as the Medicare surtax, went into effect at the start of 2013 and applies to individuals, trusts and estates.

 

As an individual taxpayer, you will face the 3.8% surtax if you have net investment income (NII) and modified adjusted gross income (MAGI) over the following thresholds, which are never inflation-indexed:

 

Married filing jointly, qualifying widow(er)  $250,000

Married filing separately $125,000

Single, head of household$200,000

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Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016

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