8801-2026

See details

4.3 out of 5

43 votes

Form 8801 is a tax form used by individuals, estates, and trusts to claim a credit for prior year minimum tax. It includes calculations related to net minimum tax on exclusion items, minimum tax credit carryforward, and tax computation using maximum capital gains rates for the year 2017. The form requires specific financial information from previous tax filings and is attached to Form 1040, 1040NR, or 1041.

Here's how it works

01. Edit your 8801 form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send form 8801 via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out 8801 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the 8801 in the editor.
Begin by entering your name(s) as shown on your return at the top of the form.
In Part I, combine lines 1, 6, and 10 from your previous year's Form 6251. This will help you determine your net minimum tax on exclusion items.
Proceed to enter any adjustments and preferences treated as exclusion items in line 2. Follow the instructions provided for accurate entries.
For line 3, input your minimum tax credit net operating loss deduction as per the guidelines.
Continue filling out subsequent lines by following the calculations outlined in the form, ensuring that you check for specific conditions based on your filing status.

Start using our platform today to fill out Form 8801 online for free!

See more 8801 versions

We've got more versions of the 8801 form. Select the right 8801 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (40 Votes)
2022	4.5 Satisfied (59 Votes)
2021	4.8 Satisfied (138 Votes)
2020	4.4 Satisfied (130 Votes)
2019	4.2 Satisfied (53 Votes)
2018	4.3 Satisfied (43 Votes)
2015	4.2 Satisfied (55 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I know if I have to pay the AMT?

The AMT is the excess of the tentative minimum tax over the regular tax. Thus, the AMT is owed only if the tentative minimum tax for the year is greater than the regular tax for that year. The tentative minimum tax is figured separately from the regular tax.

What is form 8801 used for?

Purpose of Form Use Form 8801 if you are an individual, estate, or trust to figure the minimum tax credit, if any, for alternative minimum tax (AMT) you incurred in prior tax years and to figure any credit carryforward to 2025.

What is the tax credit for individuals?

You may be eligible for a California Earned Income Tax Credit (CalEITC) up to $3,644 for tax year 2024 as a working family or individual earning up to $31,950 per year. You must claim the credit on the 2024 FTB 3514 form, California Earned Income Tax Credit, or if you e-file follow your softwares instructions.

How much is the minimum tax credit?

Minimum family tax credit payments ensure working families get a minimum level of income every week. If you qualify, well top up your income so youll get $679 a week (after tax). This amount normally changes from year to year to keep up with the cost of living.

What is credit for prior year minimum tax?

This IRS form, Credit for Prior Year Minimum Tax is used to compute the amount of any credit available for payment of alternative minimum tax in prior years. The minimum tax credit is allowed for the amount of adjusted net minimum tax for all tax years reduced by the minimum tax credit for all prior tax years.

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is 8801?

Individuals, estates, and trusts use this form to figure: The minimum tax credit, if any, for alternative minimum tax (AMT) they incurred in prior tax years. Any credit carryforward to next year.

What is the credit for prior year minimum tax individuals?

The Prior-Year Minimum Tax Credit lets you get back money you paid as an AMT in a prior year. You can only claim this credit in a year when you dont have to pay AMT. You cant use the credit to reduce your AMT liability in the future.

Who qualifies for an AMT tax credit?

The alternative minimum tax (AMT) credit is a reduction given to individuals who have paid alternative minimum tax in previous years. Exercising Incentive Stock Options (ISOs) often triggers AMT. Thus anyone who has exercised ISOs in years past may be eligible for AMT credits.

8801-2026

Here's how it works

How to use or fill out 8801 with our platform

See more 8801 versions

Complete this form in 5 minutes or less

Got questions?

How do I know if I have to pay the AMT?

What is form 8801 used for?

What is the tax credit for individuals?

How much is the minimum tax credit?

What is credit for prior year minimum tax?

Security and compliance

Complete this form in 5 minutes or less

People also ask

What is 8801?

What is the credit for prior year minimum tax individuals?

Who qualifies for an AMT tax credit?

irs form 8801

Try more PDF tools