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Click ‘Get Form’ to open it in the editor.
Begin by entering your name(s) as shown on your tax return at the top of the form.
In Part I, select the appropriate election under Section 6013(g), Section 6013(h), or Regulations section 1.1411-10(g).
Fill in the taxable interest, ordinary dividends, and annuities in lines 1, 2, and 3 respectively, following the instructions provided for each.
For line 4a, report rental real estate income and any applicable adjustments in lines 4b and 4c.
Continue with lines related to net gains or losses from property dispositions in Part I, ensuring all calculations are accurate.
Complete Part II by detailing investment expenses allocable to investment income as instructed.
Finally, calculate your net investment income tax based on the figures from Parts I and II before submitting your completed form.

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What is exempt from net investment income tax?

Wages, self-employment income, unemployment compensation, business income from nonpassive sources, Social Security benefits, tax-exempt interest, and qualified pension, annuity, and individual retirement account distributions are excluded when calculating the net investment income tax.

What is subject to the net investment income tax?

In general, net investment income includes, but is not limited to: interest, dividends, capital gains, rental and royalty income, and non-qualified annuities. Net investment income generally does not include wages, unemployment compensation, Social Security Benefits, alimony, and most self-employment income.

At what income does the 3.8 surtax kick in?

A flat surtax of 3.8% applies to net investment income of most married couples who have more than $250,000 of adjusted gross income (AGI). For most single filers, the threshold is $200,000.

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What is the threshold for Form 8960?

If you file a joint return or use the qualifying widow(er) status, your MAGI (as of publication date) has to be more than $250,000. If you're married but file separately, your MAGI has to be more than $125,000. Single and head-of-household filers can report an MAGI of $200,000 or less.

What is a Section 1411 trade or business?

1411. Under Sec. 469(c)(7)(B), a taxpayer is considered a real estate professional if: More than half of the personal services performed in trades or businesses by the taxpayer during the year are performed in real property trades or businesses in which the taxpayer materially participates; and.

What triggers net investment income tax?

As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you'll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over a certain amount. As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT).

How do you avoid net investment income tax?

Strategies to Reduce Your Modified Adjusted Gross Income: Invest more taxable investment funds in municipal bonds. ... Invest taxable investment funds in growth stocks. ... Consider conversion of traditional IRA accounts to ROTH accounts. ... Invest in life insurance and tax-deferred annuity products. ... Invest in rental real estate.

How do you avoid net investment income tax?

Strategies to Reduce Your Modified Adjusted Gross Income: Invest more taxable investment funds in municipal bonds. ... Invest taxable investment funds in growth stocks. ... Consider conversion of traditional IRA accounts to ROTH accounts. ... Invest in life insurance and tax-deferred annuity products. ... Invest in rental real estate.

1411-10(g) election (see instructions) - eitc irs-2025

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