8960 form-2026

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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 (IRS). It outlines various types of investment income, allowable deductions, and the computation of the tax based on net investment income. The form includes sections for reporting taxable interest, dividends, rental income, and capital gains, along with instructions for making specific elections related to tax treatment.

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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
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)
2017	4.4 Satisfied (232 Votes)
2015	4.1 Satisfied (73 Votes)
2013	4.3 Satisfied (66 Votes)

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8960 form-2026

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