Gov/Form8960 for instructions and the latest information 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name(s) as shown on your tax return at the top of the form.
3. In Part I, follow the instructions for Section 6013 elections if applicable, then proceed to report your taxable interest, ordinary dividends, and annuities in lines 1-3.
4. For line 4a, provide details on rental real estate and other income sources. Adjustments can be made in lines 4b and 4c.
5. Continue to report net gains or losses from property dispositions in lines 5a through 5d, ensuring you follow the specific instructions provided.
6. Calculate total investment income by combining all relevant lines as indicated in line 8.
7. In Part II, list any investment expenses allocable to investment income on lines 9a through 9c and calculate total deductions.
8. Finally, complete Part III by calculating net investment income tax based on your entries from previous sections.

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