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Does the Net Investment Income Tax affect me as an expat?


The Net Investment Income Tax (NIIT) is a regulation that went into effect Jan 1, 2013. It is part of the Affordable Care Act and applies a 3.8% additional Medicare tax on investment income. Unfortunately, expatriates are not exempt from it.

You are required to pay the NIIT if your adjusted gross income is above certain thresholds. For a single filer, that threshold is $200,000, and for a Married Filing Jointly return, the threshold is $250,000.

If you would like more details you can visit the IRS website.

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