{"id":1330,"date":"2019-03-03T19:53:52","date_gmt":"2019-03-04T00:53:52","guid":{"rendered":"https:\/\/www.etax.com\/blog\/?p=1330"},"modified":"2019-07-08T13:44:38","modified_gmt":"2019-07-08T17:44:38","slug":"investment-income-taxes","status":"publish","type":"post","link":"https:\/\/www.etax.com\/blog\/2019\/03\/03\/investment-income-taxes\/","title":{"rendered":"Investment Income Taxes"},"content":{"rendered":"<p class=\"p2\">The tax law did not changed the favorable rates for long-term <a href=\"https:\/\/www.etax.com\/blog\/2025\/07\/15\/how-to-pay-0-capital-gains-tax-in-2025-and-make-over-100k-doing-it\/\">capital gains<\/a> and many dividends, and there is still a popular zero rate for these types of investment income. For 2018, the zero rate applies to jointly filed married couples who have a taxable income of up to $77,200 ($38,600 for singles). A rate of 15 percent will then apply to joint filers with a taxable income of up to $479,000 ($425,800 for single filers), and a rate of 20 percent will apply above that. For filers with higher incomes, there is also a 3.8 percent surtax on net investment income.<\/p>\n<p class=\"p2\">Long-term gains in capital are net profits from investments held over a year. As in previous legislation, short-term capital gains on investments held for one year or less are taxed at the same rates as ordinary income. The favorable dividend rates apply to the &#8220;qualified&#8221; ones. Unqualified dividends are taxed at rates of ordinary income.<\/p>\n<p class=\"p2\">The tax overhaul did not abrogate the net investment income surtax of 3.8 percent. This tax applies to most married couples &#8216; adjusted gross income of $250,000 and most single filers &#8216; $200,000. Those thresholds for inflation are not indexed. As a result, top-ranking taxpayers usually owe 23.8 percent of their long-term gains and dividends instead of 20 percent. Some investors in the 15 percent bracket for this income owe part or all of it a 3.8 percent surtax because their adjusted gross income exceeds the $250,000 \/ $200,000 threshold. Filers below the threshold do not owe it. Congress also preserved most municipal bond interest tax exemptions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The tax law did not changed the favorable rates for long-term capital gains and many dividends, and there is still a popular zero rate for these types of investment income. For 2018, the zero rate applies to jointly filed married couples who have a taxable income of up to $77,200 ($38,600 for singles). A rate [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1376,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[121],"tags":[467,183,185],"class_list":["post-1330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-income","tag-investment","tag-investment-income","tag-net-investment-income"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Income Taxes - eTax.com\u00ae Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.etax.com\/blog\/2019\/03\/03\/investment-income-taxes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Income Taxes - eTax.com\u00ae Blog\" \/>\n<meta property=\"og:description\" content=\"The tax law did not changed the favorable rates for long-term capital gains and many dividends, and there is still a popular zero rate for these types of investment income. For 2018, the zero rate applies to jointly filed married couples who have a taxable income of up to $77,200 ($38,600 for singles). 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