Forms › Form 8960
Fill out Form 8960 online
Fill out Form 8960, the Net Investment Income Tax for Individuals, Estates, and Trusts, free in your browser. The official IRS form opens here, you click the highlighted fields and type, then download the finished PDF. Nothing is uploaded to any server. No signup, no watermark.
Editing is free. Downloading your finished file is a one-time $1.97 per document, refundable for 7 days.
What is the Form 8960?
Form 8960 is the IRS form used to figure the Net Investment Income Tax, a 3.8% tax on certain net investment income such as interest, dividends, capital gains, and rental income. It is filed by individuals, estates, and trusts whose income is above the applicable threshold, and is attached to the income tax return.
Fill the Form 8960 in 3 steps
Get the form
Click “Get form” — the official PDF opens in the editor, with no upload.
Fill it in
Click the highlighted fields and type your details, or add text anywhere on the page. Everything stays on your device.
Download
Save the completed form to your device.
Common questions
Who has to file Form 8960?
Form 8960 is generally filed by individuals, estates, and trusts that have net investment income and modified adjusted gross income above the threshold for their filing status. You enter your investment income, allowable deductions, and the resulting tax on the official form here, then download it. For current thresholds and who must file, check the IRS instructions for Form 8960.
Is filling out the Form 8960 here free?
Filling it in is free, with no signup and no watermark. Downloading the completed form is a one-time $1.97 — not a subscription, and refundable for 7 days.
Do you upload my form to a server?
No. The form opens and is filled entirely in your browser. Nothing is uploaded, so your personal and financial details stay on your device.
Is this the official form?
Yes. This is the official, current Form 8960 published by the U.S. government, which is public domain. You fill the genuine document.
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1040
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