F8960.pdf - Form 8960 Department of the Treasury Internal Revenue ...-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) for the tax year 2022. It includes sections for detailing various types of investment income, expenses, and deductions, as well as instructions for completing the form and determining tax liability.

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Begin with Part I, where you will enter your investment income. Fill in taxable interest, ordinary dividends, and annuities as applicable. Ensure you refer to the instructions for each line for accurate reporting.
Continue to section 4, detailing rental real estate and other income sources. Make sure to adjust for any net income or loss derived from non-section 1411 trades.
In Part II, list your investment expenses allocable to investment income. This includes investment interest expenses and state taxes. Sum these amounts carefully.
Finally, move to Part III for tax computation. Subtract total deductions from your net investment income and follow the instructions for individuals or estates/trusts as applicable.

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What is the IRS form 8960 used 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 is subject to 3.8% investment tax?

The NIIT is equal to 3.8% of the net investment income of individuals, estates, and certain trusts. Net investment income includes interest, dividends, annuities, royalties, certain rents, and certain other passive business income not subject to the corporate tax.

Where do 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 records do I need for form 8960?

Before you begin filling out Form 8960, compile all necessary documents: Financial Statements: Collect your income statements, investment account summaries, and brokerage reports that show dividends, interest, capital gains, and other investment income.

Who needs to file IRS form 8960?

Thresholds for individuals. 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);

2022 form 8960

Form 8960 PDF Form 8960 instructions IRS Form 8960 Form 8960 instructions PDF Form 8960 line 9b calculation Form 8959 Form 8960 threshold What is net investment income tax

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What is the threshold amount for Form 8960?

The applicable threshold amount is based on your filing status. Married Filing Jointly or Qualifying Surviving Spouse is $250,000. Married Filing Separately is $125,000. Single or Head of Household is $200,000.

F8960.pdf - Form 8960 Department of the Treasury Internal Revenue ...-2025

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How to use or fill out f8960.pdf - Form 8960 Department of the Treasury Internal Revenue Service

See more f8960.pdf - Form 8960 Department of the Treasury Internal Revenue ... versions

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What is the IRS form 8960 used for?

Who is subject to 3.8% investment tax?

Where do I get form 8960?

What records do I need for form 8960?

Who needs to file IRS form 8960?

Complete this form in 5 minutes or less

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What is the threshold amount for Form 8960?

2022 form 8960 instructions

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