Tax Equivalent Yield Calculator with NIIT

TEY including the 3.8% Net Investment Income Tax.

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Try: Tax-exempt yield=3.5, Federal bracket=24, State bracket=0, NIIT=3.8, Investment=10000 → 3.50%, 27.80%, 4.85%, $350, 4.85%

How to use

High earners owe an extra 3.8% NIIT on investment income. This folds it into the marginal rate so the TEY reflects the real tax drag.

Formula

TEY = y ÷ (1 − (federal + NIIT))

FAQ

Who pays NIIT?

Generally single filers with modified AGI over $200k and couples over $250k.

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