Taxation | Chapter 38

Net Investment Income Tax

Product specification for EA Part 1 Net Investment Income Tax, mapped to the Taxation SEE domain.

Chapter build status

This page defines the chapter architecture. It is not yet the final textbook chapter, question bank, or reviewed practitioner reference.

Last reviewed: June 5, 2026. Tax law through: December 31, 2025. Students must verify current IRS limits, forms, and instructions before testing.

Lessons

6

Question target

50

Flashcard target

100

Case studies

5

Decision trees

3

Illustrations

5

Required lessons

3.8% NIIT

  • lesson specification
  • source map
  • examples
  • question categories
  • flashcard categories
  • AI tutor context

Net Investment Income

  • lesson specification
  • source map
  • examples
  • question categories
  • flashcard categories
  • AI tutor context

MAGI Thresholds

  • lesson specification
  • source map
  • examples
  • question categories
  • flashcard categories
  • AI tutor context

Passive Income

  • lesson specification
  • source map
  • examples
  • question categories
  • flashcard categories
  • AI tutor context

Rental Income Issues

  • lesson specification
  • source map
  • examples
  • question categories
  • flashcard categories
  • AI tutor context

Common Exam Traps

  • lesson specification
  • source map
  • examples
  • question categories
  • flashcard categories
  • AI tutor context

Curriculum blueprint detail

This chapter has a mapped curriculum blueprint entry for the next content-production stage.

IRS forms: Form 8960

Open full curriculum blueprint

Every chapter must contain

  • Learning Objectives
  • Key Concepts
  • Technical Discussion
  • IRS Authority
  • Exam Alert Boxes
  • Practitioner Notes
  • Decision Trees
  • Form Walkthroughs
  • Examples
  • Advanced Examples
  • Case Studies
  • Common Errors
  • Chapter Summary
  • Flashcards
  • Review Questions
  • Answer Explanations

Question and flashcard standard

Each chapter target is 50 chapter questions and 100 flashcards before cumulative and simulation pools. Questions must include correct-answer explanations, wrong-answer explanations, topic tags, difficulty, IRS concept references, and review dates.