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- Click ‘Get Form’ to open the 8960 form in the editor.
- Begin by entering your personal information, including your name and social security number at the top of the form.
- In Part I, report your investment income. Fill in each applicable field such as taxable interest, ordinary dividends, and annuities. Ensure you follow the instructions provided for each line.
- Proceed to Part II to list any investment expenses that can be allocated to your investment income. This includes investment interest expenses and state taxes.
- Finally, complete Part III where you will calculate your net investment income tax based on the figures from Parts I and II. Follow the instructions carefully for accurate calculations.
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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) | |
| 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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Related links
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
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