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8960 form tax-2026
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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 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.
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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) | |
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| 2015 | 4.1 Satisfied (73 Votes) | |
| 2013 | 4.3 Satisfied (66 Votes) |
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niit tax form
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
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Apr 29, 2026 Taxpayers use this form to figure the amount of their net investment income tax (NIIT). Return for Estates and Trusts