Home
Forms Library
Net investment income tax form

8960 form tax-2026

net investment income tax form Preview on Page 1

See details

4.4 out of 5

101 votes

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 process for determining the tax owed based on net investment income.

Here's how it works

01. Edit your net investment income tax form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send investment income tax form via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out 8960 form tax with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

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 taxable interest, ordinary dividends, and annuities as instructed. Ensure you follow the guidelines for each type of income.
For rental real estate and other investments, complete lines 4a through 4c carefully, combining any necessary adjustments.
Proceed to Part II to list investment expenses. Input any allocable expenses on lines 9a through 9c and sum them up on line 9d.
Finally, calculate your net investment income tax in Part III by following the instructions for individuals or estates and trusts as applicable.

Start using our platform today to fill out your 8960 form tax online for free!

See more 8960 form tax versions

We've got more versions of the 8960 form tax form. Select the right 8960 form tax version from the list and start editing it straight away!

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)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What records do I need for form 8960?

Before you begin filling out Form 8960, compile all necessary documents: Financial Statements: Collect your income statements, investment account summaries, and brokerage reports that show dividends, interest, capital gains, and other investment income.

What is an 8960?

OVERVIEW. Form 8960 is used to determine whether you owe the Net Investment Income Tax. Investors are only subject to the 3.8% Net Investment Income Tax if they meet certain criteria.

When did the IRS form 8960 start?

Form 8960: Net Investment Income Tax is a new form beginning January 1, 2013 and will calculate the additional 3.8% tax for certain Individual and Fiduciary returns. What you need to know about Form 8960: Form 8960 will automatically generate if the return is subject to the additional tax.

Why am I paying net investment income tax?

The Net Investment Income Tax is imposed by section 1411 of the Internal Revenue Code. The NIIT applies at a rate of 3.8% to certain net investment income of individuals, estates and trusts that have income above the statutory threshold amounts.

What does 8960 mean?

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.

form 8960

Form 8960 instructions Form 8960 PDF 8960 form tax template 8960 form tax pdf 8960 form tax turbotax 8960 form tax calculator 8960 form tax 2022 Form 8960 instructions PDF

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

Where does form 8960 come from?

Form 8960 is how taxpayers calculate and report the Net Investment Income Tax (NIIT). Introduced under the Affordable Care Act, NIIT applies to individuals, estates, and trusts with docHub income from investments.

Why do I have form 8960?

If an individual owes the net investment income tax, the individual must file Form 8960 PDF. Form 8960 Instructions PDF provides details on how to figure the amount of investment income subject to the tax.

What is the tax on Form 8960?

The tax explained Form 8960 is used to calculate the net investment income tax (NIIT), a 3.8% tax on the lesser of your net investment income or the excess of your modified adjusted gross income over certain thresholds.