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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8960
for the current year.
IRS Form 8960 Net Investment Income Tax " Individuals, Estates, and Trusts
What Is IRS Form 8960?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8960?
A: IRS Form 8960 is a form used to calculate the Net Investment Income Tax for individuals, estates, and trusts.
Q: Who needs to file IRS Form 8960?
A: Individuals, estates, and trusts who meet certain income and investment criteria need to file IRS Form 8960.
Q: What is the Net Investment Income Tax?
A: The Net Investment Income Tax is a tax applied to certain types of investment income, such as capital gains, dividends, and rental income.
Q: What is the purpose of IRS Form 8960?
A: The purpose of IRS Form 8960 is to calculate the amount of Net Investment Income Tax owed.
Q: How do I calculate the Net Investment Income Tax?
A: You can calculate the Net Investment Income Tax by following the instructions provided on IRS Form 8960.
Q: When is the deadline to file IRS Form 8960?
A: The deadline to file IRS Form 8960 is typically the same as the deadline for filing your federal income tax return, which is April 15th.
Q: Can I e-file IRS Form 8960?
A: Yes, you can e-file IRS Form 8960 if you are filing your federal income tax return electronically.
Q: Are there any exceptions to the Net Investment Income Tax?
A: Yes, there are certain exceptions and exemptions to the Net Investment Income Tax. Consult the instructions for IRS Form 8960 for more information.
Q: What happens if I don't file IRS Form 8960?
A: If you are required to file IRS Form 8960 and fail to do so, you may be subject to penalties and interest on any unpaid Net Investment Income Tax.
Form Details:
- A 1-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8960 through the link below or browse more documents in our library of IRS Forms.
