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Phone: (512) 498-PLAN (7526)

Planning for the Not-So-Surprising 3.8% Medicare Tax in 2013

Here is the draft of the new IRS Form 8906 for the 3.8% Medicare Tax on Investment Income over the $250,000 Threshold.

Click here to view draft IRS Form 8906

Allow us to help you help your top clients better manage their 2013 tax liability.
Do not hesitate to reach out to a member of the PlanningWorks team at 512 498-7526 or
This information is for general guidance. We are not authorized to provide tax advice. This information may not be complete or accurate for tax-reporting purposes due to the complexity of tax regulations and individual client circumstances.

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CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
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Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

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