Form 8860-2025

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Form 8860 is used to claim the Qualified Zone Academy Bond (QZAB) credit, which allows eligible taxpayers, such as banks and corporations, to receive an annual income tax credit instead of periodic interest payments for bonds issued by state or local governments to improve public schools. The form includes sections for reporting current year credits and allowable credits, with specific instructions for S corporations and details on how to calculate and report the credit.

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See more form 8860 versions

We've got more versions of the form 8860 form. Select the right form 8860 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2007	4 Satisfied (24 Votes)
2006	4.9 Satisfied (53 Votes)
2005	4.4 Satisfied (38 Votes)
1998	4.8 Satisfied (21 Votes)

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What triggers net investment income 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 is the threshold for net investment income tax?

Find out if net investment income tax applies to you The statutory threshold amounts are: Married filing jointly $250,000, Married filing separately $125,000, Single or head of household $200,000, or.

What is the NIIT threshold for 2025?

For the 2025 tax year, the thresholds are $250,000 for individuals Married Filing Jointly, $125,000 for Married Filing Separately, and $200,000 for Single or Head of Household.

At what income level does the 3.8 surtax kick in?

The threshold is $250,000 for joint filers, $125,000 for married filing separately, and $200,000 for all other filers. Net investment income includes the following items of income reduced by applicable expenses: interest, dividends, capital gains, annuities, royalties, and passive rental and business income.

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.

Who needs to file form 8863?

If youre a student hoping to take advantage of one of the IRS education tax credits youll have to file Form 8863 with your tax return, and there are a few things you should know before you begin.

How does the 3.8% investment tax work?

Effective Jan. 1, 2013, individual taxpayers are liable for a 3.8 percent Net Investment Income Tax on the lesser of their net investment income, or the amount by which their modified adjusted gross income exceeds the statutory threshold amount based on their filing status.

What is the IRS form 8960 used for?

Use Form 8960 to figure the amount of your Net Investment Income Tax (NIIT).

Form 8860-2025

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Got questions?

What triggers net investment income tax?

What is the threshold for net investment income tax?

What is the NIIT threshold for 2025?

At what income level does the 3.8 surtax kick in?

What triggers the net investment income tax?

People also ask

Who needs to file form 8863?

How does the 3.8% investment tax work?

What is the IRS form 8960 used for?

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Form 8860-2025

Here's how it works

The fastest way to redact Form 8860 online

See more form 8860 versions

Complete this form in 5 minutes or less

Got questions?

What triggers net investment income tax?

What is the threshold for net investment income tax?

What is the NIIT threshold for 2025?

At what income level does the 3.8 surtax kick in?

What triggers the net investment income tax?

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People also ask

Who needs to file form 8863?

How does the 3.8% investment tax work?

What is the IRS form 8960 used for?

Related links

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