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8960 FORM Page 1Page 28960 form PDF Form 8960 Department of the Treasury Internal Revenue Service (99) Net Investment Income Tax Individuals, Estates, and Trusts Attach to your tax return. 2018 Form

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How to fill out 8960 form

01

To fill out form 8960, follow these steps:

02

Download form 8960 from the IRS website or pick up a copy from your local IRS office.

03

Read the instructions carefully to understand the requirements and determine if you are required to file this form.

04

Gather all necessary information and documents, such as your income details, investment income, deductions, and applicable schedules.

05

Fill out the form accurately and in detail, providing all requested information.

06

Double-check your entries for any errors or omissions.

07

Attach any necessary schedules or supporting documents as instructed.

08

Sign and date the form.

09

Make a copy of the completed form and all supporting documents for your records.

10

Submit the form to the IRS by mail or electronically as per the instructions provided.

Who needs 8960 form?

01

Form 8960 is required for individuals who have Net Investment Income Tax (NIIT) liability.

02

You need to fill out this form if your modified adjusted gross income (MAGI) exceeds the threshold amount set by the IRS and you have income from investments, such as interest, dividends, capital gains, rental and royalty income, nonqualified annuities, and passive business activities.

03

However, it is recommended to consult a tax professional or refer to the IRS guidelines to determine your specific eligibility and filing requirements.

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What is 8960 form?

The 8960 form is used to report Net Investment Income Tax.

Who is required to file 8960 form?

Individuals, estates, and trusts who have net investment income and modified adjusted gross income above certain thresholds are required to file Form 8960.

How to fill out 8960 form?

Form 8960 must be filled out with information regarding net investment income, modified adjusted gross income, and any applicable deductions and exemptions.

What is the purpose of 8960 form?

The purpose of Form 8960 is to calculate and report the Net Investment Income Tax owed by individuals, estates, and trusts.

What information must be reported on 8960 form?

Information such as net investment income, modified adjusted gross income, deductions, and exemptions must be reported on Form 8960.

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