Disclosure Title
Source:
Disclosure

irs.gov.

Tax rates do not include state taxes. High earners may also be subject to an additional 3.8% Net Investment Income Tax (NIIT) that is applied to investment income if your overall modified adjusted gross income (MAGI) is above $200,000 for single filers or head of household, $125,000 for married filing separately, and $250,000 for married filing jointly or a qualifying widow(er) with a dependent child. This table is for educational purposes and general informational purposes only and is not intended to be a substitute for specific tax advice or an interpretation of tax laws. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor and refer to the IRS website at irs.gov to determine the tax consequences of an investment.