If you reported over a certain amount of income, you may need to answer additional questions specifically about your net investment income in order to calculate this tax.
The Affordable Care Act (Obamacare) imposed a net investment income tax of 3.8% on unearned income of taxpayers with high income:
- $125,000 if filing as Married Filing Separately
- $200,000 if filing as Single or Head of Household
- $250,000 if filing as Married Filing Jointly or Qualifying Surviving Spouse
