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What triggers net investment income tax?

As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But youll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over a certain amount.

Who needs to fill out form 8960?

If you earn income from any of your investments this year, you may have to pay the net investment income tax, in addition to the regular income taxes you owe. You wont know for sure until you fill out Form 8960 to calculate your total net investment income.

What is 8960 for?

Taxpayers use this form to figure the amount of their net investment income tax (NIIT).

What is the purpose of form 8960?

Attach Form 8960 to your return if your modified adjusted gross income (MAGI) is greater than the applicable threshold amount. Use Form 8960 to figure the amount of your Net Investment Income Tax (NIIT).

Who pays 3.8 net investment tax?

Your net investment income is less than your MAGI overage. Lets say you have $30,000 in net investment income and your MAGI goes over the threshold by $50,000. Youll owe the 3.8% tax.

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What qualifies for net investment income tax?

In general, net investment income includes, but is not limited to: interest, dividends, capital gains, rental and royalty income, and non-qualified annuities. Net investment income generally does not include wages, unemployment compensation, Social Security Benefits, alimony, and most self-employment income.

Do I have to pay net investment income tax?

As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But youll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over a certain amount. As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT).

Who fills out 8960?

IRS Form 8960 Applies If The Following Are True You have investment income. Your Modified Adjusted Gross Income (MAGI) is above the threshold outlined below.

Who is subject to NIIT?

A 3.8 percent Net Investment Income Tax (NIIT) applies to individuals, estates, and trusts that have net investment income above applicable threshold amounts.

Who must file 8960?

If your net investment income is $1 or more, Form 8960 helps you calculate the NIIT you might owe by multiplying the amount by which your MAGI exceeds the applicable threshold or your net investment incomewhichever is the smaller figureby 3.8 percent.

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