8960-2025

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The document is Form 8960, used by individuals, estates, and trusts to report and calculate the Net Investment Income Tax (NIIT) as mandated by the Internal Revenue Service. It includes sections for reporting various types of investment income, adjustments, deductions, and the computation of the tax owed based on net investment income.

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Versions	Form popularity	Fillable & printable
2023	4.8 Satisfied (58 Votes)
2022	4.3 Satisfied (60 Votes)
2021	4.8 Satisfied (249 Votes)
2020	4.4 Satisfied (101 Votes)
2019	4.3 Satisfied (166 Votes)
2018	4.3 Satisfied (223 Votes)
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2015	4.1 Satisfied (73 Votes)
2013	4.3 Satisfied (66 Votes)

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What is an 8960 form for?

Form 8960 is the IRS form used to calculate your total net investment income (NII) and determine how much of it may be subject to the 3.8% Medicare contribution tax.

What triggers the net investment income tax?

The law requires you to pay the NIIT if your modified adjusted gross income (MAGI) is above the threshold for your filing status and you earn net investment income. However, if you have no investment income, you are not liable for the NIIT, even if your MAGI exceeds the threshold amount.

Who pays the 3.8% net investment tax?

The net investment income tax (NIIT) is a tax that kicks in if you have investment income and your income exceeds $200,000 for single filers, $250,000 for those married filing jointly or $125,000 for those married filing separately. The NIIT tax rate is 3.8%.

What is the purpose of form 8960?

Form 8960 is used to calculate the net investment income tax (NIIT), a 3.8% tax on the lesser of your net investment income or the excess of your modified adjusted gross income over certain thresholds.

At what income level does the 3.8 surtax kick in?

The threshold is $250,000 for joint filers, $125,000 for married filing separately, and $200,000 for all other filers.

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What is 8960 in Roman numerals?

8960 is MMMMMMMMCMLX in Roman Numerals.

Who is subject to NIIT tax?

The NIIT applies to income from a trade or business that is (1) a passive activity, as determined under 469, of the taxpayer; or (2) trading in financial instruments or commodities, as determined under 475(e)(2). The NIIT doesnt apply to wages, unemployment compensation, or income from an active business.

8960-2025

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