Form 8960, Net Investment Income Tax Instructions

Enter the amount of state, local, and foreign income tax paid. Refer to the instructions for more details.

Enter any miscellaneous investment expenses. Refer to the instructions for more details.

Enter any other deductions related to your investment income.

Enter the deductions for distributions of net investment income and charitable deductions as per the instructions.

Enter the adjustment for net income or loss derived in the ordinary course of a non-section 1411 trade or business. Refer to the form instructions for details.

Enter adjustments to investment income for certain Controlled Foreign Corporations (CFCs) and Passive Foreign Investment Companies (PFICs). Refer to the instructions for more details.

Enter any other modifications to your investment income. Refer to the instructions for more details.

Enter any additional modifications to your investment income. Refer to the instructions for more details.

Enter the adjusted gross income as per the instructions.

Enter the amount of rental real estate, royalties, partnerships, S corporations, trusts, trades or businesses income. Refer to the form instructions for details.

Enter the relevant information as required by the form instructions.

Enter the relevant information as required by the form instructions.

Enter the relevant information as required by the form instructions.

Enter the taxable interest income you received.

Enter the total amount of dividends you received.

Enter the total amount of annuities you received.

Enter the total amount of rental income you received.

Enter the total amount of other investment-related income you received.

Enter the total amount of other investment-related income you received.

Check this box if applicable. Refer to the form instructions for specific conditions.

Check this box if applicable. Refer to the form instructions for specific conditions.

Check this box if applicable. Refer to the form instructions for specific conditions.

Enter the relevant information as required by the form instructions.

Enter the relevant information as required by the form instructions.

Enter the relevant information as required by the form instructions.

Enter the name(s) exactly as shown on your tax return.

Enter your social security number (SSN) or employer identification number (EIN). This should be a 9-digit number.

Calculate your net investment income by subtracting the total deductions (Part II, line 11) from the total investment income (Part I, line 8).

Enter the threshold amount based on your filing status. Refer to the instructions for more details.

Enter any other relevant information required for the computation of your net investment income tax.

Enter any other relevant information required for the computation of your net investment income tax.

Enter the net investment income tax for individuals by multiplying the amount on line 16 by 3.8% (0.038). This value should be included on your tax return as per the instructions.

Enter the highest tax bracket for estates and trusts for the year as per the instructions.

Subtract the amount on line 19b from the amount on line 19a. If the result is zero or less, enter -0-.

Enter the net investment income tax for estates and trusts by multiplying the amount on line 20 by 3.8% (0.038). This value should be included on your tax return as per the instructions.

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