Important Notes:

• This estimator uses 2024 US Federal tax rates and thresholds.
• "Other Taxable Income" should be your estimated taxable income from all sources *before* adding the dividend income entered in this tool.
• The calculation for Net Investment Income Tax (NIIT) considers only the dividend income entered here as Net Investment Income. Actual NII may include other income types.
• This tool does not account for state or local dividend taxes, which vary by location.
• This is an estimation for informational purposes only and should not be considered tax advice. Consult with a qualified tax professional for personalized advice.