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8960-2026
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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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8960 line 9b
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
Apr 29, 2026 Taxpayers use this form to figure the amount of their net investment income tax (NIIT). Current revision. Form 8960 PDF Instructions for FormRead more