Can a Roth Conversion Trigger the 3.8% Net Investment Income Tax?
A Roth conversion isn’t generally net investment income, but it can increase MAGI used in the 3.8% NIIT calculation. See why investment income belongs in your conversion math.
A Roth conversion isn’t generally net investment income, but it can increase MAGI used in the 3.8% NIIT calculation. See why investment income belongs in your conversion math.