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Net investment income tax form

8960 form tax-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 process for determining the tax owed based on net investment income.

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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
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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