PDF
Word
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 the Net Investment Income Tax form.
Q: Who needs to file IRS Form 8960?
A: Individuals, estates, and trusts with certain investment income need to file Form 8960.
Q: What is the purpose of IRS Form 8960?
A: The purpose of Form 8960 is to calculate and report the Net Investment Income Tax.
Q: What is Net Investment Income?
A: Net Investment Income includes income from investments like interest, dividends, capital gains, rental income, and more.
Q: What is the Net Investment Income Tax?
A: The Net Investment Income Tax is a 3.8% tax on the lesser of net investment income or the excess of modified adjusted gross income over a threshold amount.
Q: How do I calculate the Net Investment Income Tax?
A: You can calculate the Net Investment Income Tax by completing Form 8960 and following the instructions provided by the IRS.
Q: When is the deadline for filing IRS Form 8960?
A: The deadline for filing Form 8960 is generally the same as the deadline for filing your individual tax return, which is April 15th.
Q: Are there any exceptions or exemptions from the Net Investment Income Tax?
A: Yes, there are certain exceptions and exemptions from the Net Investment Income Tax. Consult the instructions for Form 8960 or a tax professional for more information.
Q: Do I need to attach any other forms or documents when filing Form 8960?
A: You may need to attach other forms or documents, depending on your individual circumstances. Consult the instructions for Form 8960 or a tax professional for guidance.
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.
