Medicare Surtax Calculation Form

Simplify Medicare Surtax Calculations for High-Income Taxpayers

The Medicare surtax, formally known as the Net Investment Income Tax (NIIT), applies to individuals, estates, and trusts with income above specific thresholds. For high-income taxpayers juggling multiple investment income streams and employer withholdings, calculating this 3.8% surtax can become complex and time-consuming.

This Medicare Surtax Calculation Form template from Paperform streamlines the entire process, helping tax professionals, accountants, financial advisors, and individual taxpayers accurately aggregate investment income, reconcile employer withholdings, and determine their NIIT liability—all in one intuitive form.

Built for Tax Professionals and High-Income Individuals

Whether you're a CPA managing multiple high-net-worth clients, a financial advisor providing year-end tax planning, or an individual taxpayer navigating complex investment income, this template gives you a structured workflow to collect all necessary information in one place.

The form captures critical data including wages, self-employment income, investment income from multiple sources (dividends, interest, capital gains, rental income, passive business income), modified adjusted gross income (MAGI) calculations, and employer Medicare tax withholdings. Conditional logic ensures that only relevant sections appear based on filing status and income thresholds, creating a streamlined experience.

Seamless Integration with Your Tax Workflow

Use Paperform's native integrations to connect this form directly into your existing tax preparation workflow. Send completed calculations to your CRM, accounting software, or document management system. With Stepper (stepper.io), you can automate follow-up workflows—triggering client review emails, creating tasks for tax preparation staff, or routing high-complexity cases to senior advisors.

For firms handling sensitive financial data, Paperform is SOC 2 Type II compliant with data encryption, secure submission handling, and role-based access controls, ensuring your clients' financial information stays protected throughout the calculation process.

Professional, Branded Tax Forms

Customize this template to match your firm's branding with your logo, colors, and fonts. Embed it on your website, share it via a custom domain, or send it directly to clients as part of your tax planning package. The clean, professional design builds trust with high-income clients who expect sophisticated service.

Whether you're preparing for tax season, conducting mid-year tax planning, or helping clients with estimated tax payments, this Medicare surtax calculation form gives you the structure and automation needed to deliver accurate, efficient tax services that keep pace with your clients' complex financial situations.