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These instructions are based mostly on Regulations sections 1.1411-1 through 1.1411-10. Who Must File Attach Form 8960 to your return if your modified adjusted gross income (MAGI) is greater than the applicable threshold amount. Purpose of Form Use Form 8960 to figure the amount of your Net Investment Income Tax (NIIT). Definitions
2023 Form 8960. For Paperwork Reduction Act Notice, see your tax return instructions.
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1. Filing for Individuals: Individuals with significant investment income must file Form 8960. 2. Estates and Trusts: Estates and trusts that generate taxable investment income are required to submit this form. 3. Tax Planning Strategy: Use this form to report investment income as part of overall tax planning.
An up-to-date fillable IRS Form 8960 is available for download through this link. Instruction Details: This 21-page document is available for download in PDF; Actual and applicable for filing 2023 taxes; Complete, printable, and free. Download your copy of the instructions by clicking the link below or browse hundreds of other forms in our ...
2 lip 2024 · What is IRS Form 8960? IRS Form 8960, Net Investment Income Tax-Individuals, Estates, and Trusts, is the form that taxpayers use to report net investment income. Form 8960 accompanies the respective taxpayer’s income tax return.
Get a 8960 (2020) here. Edit Online Instantly! - Form 8960 is the IRS form used to calculate your total net investment income (NII) and determine how much of it may be subject to the 3.8% Medicare contribution tax.
