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2024Instructions for Form 8960 Net Investment Income TaxIndividuals, Estates, and Trusts Section references are to the Internal Revenue Code unless otherwise noted.Regulations section 1.141110. See
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How to fill out instructions for form 8960

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How to fill out instructions for form 8960

01
Obtain Form 8960 from the IRS website or your tax professional.
02
Fill in your name and Social Security number at the top of the form.
03
Report your net investment income in Part I, including interest, dividends, and capital gains.
04
Complete Part II to calculate modified adjusted gross income (MAGI) by providing the required information.
05
Determine if you meet the threshold for the Net Investment Income Tax (NIIT) based on your filing status.
06
Transfer any applicable amounts from Form 8960 to your main tax return.
07
Review the form for accuracy and completeness before submission.
08
Submit Form 8960 along with your tax return by the filing deadline.

Who needs instructions for form 8960?

01
Individuals with significant investment income are required to file this form.
02
Taxpayers whose modified adjusted gross income exceeds the thresholds set by the IRS.
03
Individuals who need to calculate and report the Net Investment Income Tax.
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Form 8960 is used to report the Net Investment Income Tax (NIIT) owed by certain individuals, estates, and trusts.
Individuals, estates, and trusts with net investment income and a modified adjusted gross income above the applicable threshold are required to file.
To fill out Form 8960, you need to provide your total income, calculate net investment income, and determine if your income exceeds the threshold for NIIT.
The purpose is to determine liability for the Net Investment Income Tax for applicable taxpayers.
You must report your net investment income, modified adjusted gross income, and any deductions related to the income.
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