8801-2025

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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 2019. The form requires information from previous year's tax filings and provides specific instructions for various filing statuses.

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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)

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What triggers the AMT tax?

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.

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.

Who does the 15% alternative minimum tax apply to?

The Inflation Reduction Act created the CAMT, which imposes a 15% minimum tax on the adjusted financial statement income (AFSI) of large corporations for taxable years beginning after Dec. 31, 2022. The CAMT generally applies to large corporations with average annual financial statement income exceeding $1 billion.

How do I know if I qualify for AMT?

Taxpayers who have incomes that exceed the AMT exemption of $88,100 (single), $137,000 (married filing jointly) and $68,500 (married filing separately) in 2025 may be subject to the alternative minimum tax when they file their 2026 tax return. AMT tax rates are 26% or 28%.

At what income level does the AMT apply?

AMT Exemption Amount Thresholds (Updated for 2025) For the 2025 tax year, the AMT exemption is $88,100 for taxpayers filing as single and $137,000 for married couples filing jointly, per the IRS.

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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 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.

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.

8801-2025

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What triggers the AMT tax?

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