Form 8960 - PDF World

Information about Form 8960, Net Investment Income Tax Individuals, Estates, and Trusts, including recent updates, related forms and instructions on how to file. Who Must File Attach Form 8960 to your return if your modified adjusted gross income (MAGI) is greater than the applicable threshold amount. Form 8960 is used to determine whether you owe the Net Investment Income Tax.

Investors are only subject to the 3.8% Net Investment Income Tax if they meet certain criteria. Discover whether you're subject to NIIT and how to complete Form 8960 to calculate your tax bill. Go to www.irs.gov/Form8960 for instructions and the latest information. Taxable interest (see instructions) .

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