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Begin with Part I, where you will enter your investment income. Fill in the taxable interest, ordinary dividends, and annuities as instructed. Ensure accuracy by referring to the guidelines provided for each line.
For rental real estate and other business income, complete lines 4a through 4c. Combine any adjustments for net income or loss derived from non-section 1411 trades.
Proceed to Part II to list your investment expenses. Input any allocable investment interest expenses and state taxes on lines 9a through 9c, then sum these for total deductions.
In Part III, calculate your net investment income by subtracting total deductions from total investment income. Follow the instructions carefully for individuals or estates and trusts as applicable.

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Why am I charged net investment income tax?

Net investment income is any money you earn from your investments, less any related fees and expenses. The tax will be imposed on the amount that your modified adjusted gross income exceeds your tax filing threshold or on the total amount of your NII.

Where can I find 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).

Who needs to fill out 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);

Who qualifies for 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.

8960

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What is Form 8960: Net Investment Income Tax - TurboTax-2026

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How to use or fill out What is Form 8960: Net Investment Income Tax - TurboTax with our platform