Not modeled
Learn why net investment income tax interactions are outside the Roth Conversion Calculator's core model.
NIIT interactions are not modeled by the calculator and require separate review.
The net investment income tax can involve income thresholds and investment income categories outside the calculator's simplified Roth conversion model.
The calculator does not determine whether NIIT applies, does not classify investment income, and does not model every adjusted gross income interaction.
Users with significant investment income should treat NIIT as a separate professional-review item.
Review the official source and then discuss the interaction with a qualified professional.
IRS net investment income tax informationThis Roth Conversion Calculator is for educational and illustrative purposes only. It does NOT constitute tax, financial, legal, or investment advice. The calculation results are based on the information you provide and the latest IRS tax rules, which are subject to change. We do not guarantee the accuracy of the results. Please consult a licensed Certified Public Accountant (CPA), financial advisor, or tax professional before making any financial decisions.