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- Click ‘Get Form’ to open the 8960 in the editor.
- Begin by entering your name(s) as shown on your tax return at the top of the form.
- In Part I, fill out the relevant sections for taxable interest, ordinary dividends, and annuities. Follow the instructions provided for each line to ensure accuracy.
- For rental real estate and other income sources, complete lines 4a through 4c. Make sure to include any adjustments as necessary.
- Continue with lines 5a through 7, detailing net gains or losses and any modifications to investment income.
- In Part II, list your investment expenses on lines 9a through 10. Sum these amounts to determine total deductions.
- Finally, calculate your net investment income tax in Part III by following the instructions for individuals or estates and trusts as applicable.
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| Versions | Form popularity | Fillable & printable |
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| 2025 | 4.1 Satisfied (41 Votes) | |
| 2024 | 4.4 Satisfied (55 Votes) | |
| 2023 | 4.8 Satisfied (58 Votes) | |
| 2022 | 4.3 Satisfied (60 Votes) | |
| 2021 | 4.8 Satisfied (249 Votes) | |
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| 2019 | 4.3 Satisfied (166 Votes) | |
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| 2015 | 4.1 Satisfied (73 Votes) | |
| 2013 | 4.3 Satisfied (66 Votes) |
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Related links
Aug 16, 2013 The IRS has recently released Draft Form 8960, the Form that will be used to report income subject to the NIIT effective for tax yearsRead more
Apr 29, 2026 Taxpayers use this form to figure the amount of their net investment income tax (NIIT). Current revision. Form 8960 PDF Instructions for FormRead more