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New 3.8% Investment Tax Raises Flags
The Wall Street Journal; subscription may be required Link to more items from this source
Feb. 10, 2014
"Congress enacted the 3.8% surtax on dividends, interest and other income back in 2010, but didn't make it effective until tax year 2013. Even though advisers have been studying the tax's rules, many still have some questions as they help clients report the tax for the first time.... Tax experts want more direction from the Internal Revenue Service on how to report retirement income and calculate write-offs for state and local taxes and certain expenses that are also subject to the tax."

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