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Form 8960 is a tax form used by individuals, estates, and trusts to report and calculate the Net Investment Income Tax (NIIT) as mandated by the Internal Revenue Service (IRS). The form requires detailed reporting of various types of investment income, expenses, and deductions to determine the taxable amount subject to a 3.8% tax rate. It includes sections for calculating total investment income, allowable deductions, and the final net investment income tax owed.

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Where can I get form 8960?

To access Form 8960 in the TaxAct program: From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal). Click the Taxes dropdown, then click Net investment income tax (Form 8960).

What triggers the IRS form 8960?

You must file Form 8960 if your MAGI exceeds the following thresholds: $200,000: Single or Head of Household; $250,000: Married Filing Jointly or Qualifying Widow(er); $125,000: Married Filing Separately.

How do I figure out my modified adjusted gross income?

To find your MAGI, take your AGI and add back: Any deductions you took for IRA contributions and taxable Social Security payments. Deductions you took for student loan interest. Tuition and fees deduction. Half of self-employment tax. Excluded foreign income.

How to calculate modified adjusted gross income for EV tax credit?

To calculate your modified adjusted gross income for those credits, start with the AGI shown on line 11 of your Form 1040 or 1040-SR and add the foreign earned income exclusion, foreign housing exclusion, and any amounts excluded from gross income because they were received from sources in Puerto Rico, or American

How do I download a PDF from the IRS?

Portable Document Format (PDF) Right click on the link, which is usually the item number (if your mouse is configured for left-handed operation use the left mouse button). Select Save Target As or Save Link As when presented with a menu. Use Adobe Acrobat Reader to open the file after downloading.

2022 form 8960

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Does modified adjusted gross income include investment income?

Figuring out your Modified AGI starts with your gross income and then your AGI. Well review those concepts here. Gross IncomeThis is the money you earn from all sources, including wages, tips, business income, alimony payments, investment income, capital gains, pensions, or rents.

How to calculate modified adjusted gross income for net investment tax?

For the Net Investment Income Tax, modified adjusted gross income is adjusted gross income (Form 1040, Line 37) increased by the difference between amounts excluded from gross income under section 911(a)(1) and the amount of any deductions (taken into account in computing adjusted gross income) or exclusions disallowed

How is Magi calculated for NIIT?

For example, if you earn $100,000 in net investment income and your MAGI exceeds the NIIT limit by $150,000, youll owe 3.8% of the lower amount of $100,000. However, if your MAGI exceeds the threshold by just $50,000, the 3.8% tax would be due on the $50,000. IRS Form 8960 can help you calculate your NIIT liability.

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Where can I get form 8960?

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How to calculate modified adjusted gross income for EV tax credit?

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Does modified adjusted gross income include investment income?

How to calculate modified adjusted gross income for net investment tax?

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2022 form 8960 instructions

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