8960 form-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 outlines various types of investment income, allowable deductions, and the computation of the tax based on net investment income.

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What is the purpose of form 8960?

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 net investment income 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%.

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. Net investment income includes the following items of income reduced by applicable expenses: interest, dividends, capital gains, annuities, royalties, and passive rental and business income.

What is the net investment income form?

Use Form 8960 Net Investment Income TaxIndividuals, Estates, and Trusts to figure the amount of your Net Investment Income Tax (NIIT).

How does the 3.8% investment tax work?

Effective Jan. 1, 2013, individual taxpayers are liable for a 3.8 percent Net Investment Income Tax on the lesser of their net investment income, or the amount by which their modified adjusted gross income exceeds the statutory threshold amount based on their filing status.

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.

What is the threshold for net investment income tax?

Find out if net investment income tax applies to you The statutory threshold amounts are: Married filing jointly $250,000, Married filing separately $125,000, Single or head of household $200,000, or.

What is the NIIT threshold for 2025?

For the 2025 tax year, the thresholds are $250,000 for individuals Married Filing Jointly, $125,000 for Married Filing Separately, and $200,000 for Single or Head of Household.

8960 form-2025

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