AICPA Personal Financial Specialist (PFS) Exam

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A married couple files jointly with $260,000 of wages, $40,000 of interest, and $30,000 of long-term capital gains in 2025. Which surtax most directly applies to the investment income?

Net Investment Income Tax (NIIT) at 3.8% Additional Medicare Tax at 0.9% on the investment income Alternative Minimum Tax at 28% Federal Unemployment Tax (FUTA)

Correct Answer:

Net Investment Income Tax (NIIT) at 3.8%

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