8801-2026

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Form 8801 is a tax form used by individuals, estates, and trusts to claim a credit for prior year minimum tax. It includes calculations related to net minimum tax on exclusion items, minimum tax credit carryforward, and tax computation using maximum capital gains rates. The form requires information from previous tax filings and provides specific instructions for various filing statuses.

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Click ‘Get Form’ to open the 8801 in the editor.
Begin by entering your name(s) as shown on your return at the top of the form.
In Part I, combine lines 1 and 2e from your previous year's Form 6251 to calculate your net minimum tax on exclusion items.
Enter any adjustments and preferences treated as exclusion items in line 2, following the instructions provided.
For line 4, sum lines 1, 2, and any applicable deductions. If this total is zero or less, enter -0- and proceed to Part II.
Continue filling out subsequent lines based on your filing status and follow the instructions for each section carefully.

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Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (40 Votes)
2022	4.5 Satisfied (59 Votes)
2021	4.8 Satisfied (138 Votes)
2020	4.4 Satisfied (130 Votes)
2019	4.2 Satisfied (53 Votes)
2018	4.3 Satisfied (43 Votes)
2015	4.2 Satisfied (55 Votes)

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Who qualifies for an AMT tax credit?

The alternative minimum tax (AMT) credit is a reduction given to individuals who have paid alternative minimum tax in previous years. Exercising Incentive Stock Options (ISOs) often triggers AMT. Thus anyone who has exercised ISOs in years past may be eligible for AMT credits.

What triggers the alternative minimum tax?

The AMT is the excess of the tentative minimum tax over the regular tax. Thus, the AMT is owed only if the tentative minimum tax for the year is greater than the regular tax for that year. The tentative minimum tax is figured separately from the regular tax.

How do I know if I need to file an AMT?

Taxpayers who have incomes that exceed the AMT exemption of $88,100 (single), $137,000 (married filing jointly) and $68,500 (married filing separately) in 2025 may be subject to the alternative minimum tax when they file their 2026 tax return. AMT tax rates are 26% or 28%.

What is the credit for prior year minimum tax individuals?

The Prior-Year Minimum Tax Credit lets you get back money you paid as an AMT in a prior year. You can only claim this credit in a year when you dont have to pay AMT. You cant use the credit to reduce your AMT liability in the future.

What is the purpose of form 8801?

Individuals, estates, and trusts use this form to figure: The minimum tax credit, if any, for alternative minimum tax (AMT) they incurred in prior tax years. Any credit carryforward to next year.

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What is form 8801 used for?

Purpose of Form Use Form 8801 if you are an individual, estate, or trust to figure the minimum tax credit, if any, for alternative minimum tax (AMT) you incurred in prior tax years and to figure any credit carryforward to 2025.

8801-2026

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Who qualifies for an AMT tax credit?

What triggers the alternative minimum tax?

How do I know if I need to file an AMT?

What is the credit for prior year minimum tax individuals?

What is the purpose of form 8801?

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What is form 8801 used for?

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