Forms › Form 8960
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 each field and type, then download the finished PDF. Nothing is uploaded to any server. No signup, no watermark.
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.
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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.
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Yes. This is the official, current Form 8960 published by the U.S. government, which is public domain. You fill the genuine document.