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Instructions for Form 8960 (2023) Net Investment Income Tax—Individuals, Estates, and Trusts. Section references are to the Internal Revenue Code unless otherwise noted. 2023. Instructions for Form 8960 - Introductory Material. Future Developments.
Instructions for Form 8960, Net Investment Income Tax Individuals, Estates, and Trusts. 2023. 12/21/2023. Page Last Reviewed or Updated: 08-Oct-2024. Share. The latest versions of IRS forms, instructions, and publications.
Form 8960 Department of the Treasury Internal Revenue Service Net Investment Income Tax— Individuals, Estates, and Trusts Attach to your tax return. Go to www.irs.gov/Form8960 for instructions and the latest information. OMB No. 1545-2227. 2023. Attachment Sequence No. 72. Name(s) shown on your tax return. Your social security number or EIN
Essentially, IRS Form 8960 is used to help you figure out if the Net Income Investment Tax applies to you. Here are instructions form Form 8960 : Part 1: Investment Income – In this section, you’ll list the amounts of various types of investment income you may have earned.
2 lip 2024 · 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.
5 kwi 2024 · Learn how to calculate Net Investment Income Tax (NIIT) with IRS Form 8960 for individuals, estates, and trusts. Get IRS instructions and updates. File Form 8960 easily.
12 gru 2023 · Form 8960 (Net Investment Income Tax – Individuals, Estates, and Trusts) used for the 3.8% surtax on investment income for the Affordable Care Act. It first appeared in tax year 2013. If you have income from investments and your modified adjusted gross income (MAGI) exceeds $200,000 for individuals, $250,000 for spouses filing jointly, and ...
