8960-2026

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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. It includes sections for reporting various types of investment income, deductions related to investment expenses, and the computation of the tax based on modified adjusted gross income.

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Click ‘Get Form’ to open the 8960 in the editor.
Begin by entering your personal information, including your name and social security number or EIN at the top of the form.
In Part I, report your investment income. Fill in lines for taxable interest, ordinary dividends, and annuities as applicable. Follow the instructions provided for each line to ensure accuracy.
For rental real estate and other income sources, complete lines 4a through 4c. Make sure to combine any adjustments as instructed.
Proceed to Part II where you will list investment expenses allocable to investment income. Enter amounts for investment interest expenses and state taxes on lines 9a through 9c.
Finally, calculate your net investment income tax in Part III by following the instructions carefully for individuals or estates and trusts based on your situation.

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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)