8960-2025

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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 net investment income.

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2023	4.8 Satisfied (58 Votes)
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2021	4.8 Satisfied (249 Votes)
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What is 8960 in Roman numerals?

8960 is MMMMMMMMCMLX in Roman Numerals.

What is an 8960 form for?

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.

Who pays the 3.8% net investment tax?

The net investment income tax (NIIT) is a tax that kicks in if you have investment income and your income exceeds $200,000 for single filers, $250,000 for those married filing jointly or $125,000 for those married filing separately. The NIIT tax rate is 3.8%.

What triggers the net investment income tax?

The law requires you to pay the NIIT if your modified adjusted gross income (MAGI) is above the threshold for your filing status and you earn net investment income. However, if you have no investment income, you are not liable for the NIIT, even if your MAGI exceeds the threshold amount.

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