hard · Certified Financial Planner Retirement

The Solis household has a modified AGI of 245,000 in 2026. They have 30,000 of long-term capital gains and 5,000 of dividend income.

What is the total federal tax rate applied to their capital gains, including the Net Investment Income Tax (NIIT)?

  1. 18.8%
  2. 23.8%
  3. 18.8% for Taylor and 15% for Jordan
  4. 15%

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