Tax Form 8960 Fill in and Calculate Online

Form 8960: Net Investment Income Tax— Individuals, Estates, and Trusts

Use Tax Form 8960: Net Investment Income Tax— Individuals, Estates, and Trusts as a stand alone tax form calculator to quickly calculate specific amounts for your 2023 tax return. Form 8960: Net Investment Income Tax— Individuals, Estates, and Trusts is also integrated into our comprehensive US Tax Calculator where you can complete and save your calculations for later use. Alternatively you can use one of our Combined Federal and State Tax Estimator to quickly calculate your salary, tax and take home pay.

Net Investment Income Tax— Individuals, Estates, and Trusts
Name(s) shown on your tax return				Your social security number or EIN
Part I. Investment Income		Section 6013(g) election (see instructions) Section 6013(h) election (see instructions) Regulations section 1.1411-10(g) election (see instructions)
1	Taxable interest (see instructions)				1
2	Ordinary dividends (see instructions)				2
3	Annuities (see instructions)				3
4a	Rental real estate, royalties, partnerships, S corporations, trusts, etc. (see instructions)		4a
b	Adjustment for net income or loss derived in the ordinary course of a non-section 1411 trade or business (see instructions)		4b
c	Combine lines 4a and 4b		4c
5a	Net gain or loss from disposition of property (see instructions)		5a
b	Net gain or loss from disposition of property that is not subject to net investment income tax (see instructions)		5b
c	Adjustment from disposition of partnership interest or S corporation stock (see instructions)		5c
d	Combine lines 5a through 5c				5d
6	Adjustments to investment income for certain CFCs and PFICs (see instructions)				6
7	Other modifications to investment income (see instructions)				7
8	Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7				8
Part II. Investment Expenses Allocable to Investment Income and Modifications
9a	Investment interest expenses (see instructions)		9a
b	State, local, and foreign income tax (see instructions)		9b
c	Miscellaneous investment expenses (see instructions)		9c
d	Add lines 9a, 9b, and 9c				9d
10	Additional modifications (see instructions)				10
11	Total deductions and modifications. Add lines 9d and 10				11
Part III. Tax Computation
12	Net investment income. Subtract Part II, line 11 from Part I, line 8. Individuals complete lines 13– 17. Estates and trusts complete lines 18a–21. If zero or less, enter -0-				12
12	Individuals:				12
13	Modified adjusted gross income (see instructions)		13
14	Threshold based on filing status (see instructions)		14
15	Subtract line 14 from line 13. If zero or less, enter -0-		15
16	Enter the smaller of line 12 or line 15				16
17	Net investment income tax for individuals. Multiply line 16 by 3.8% (0.038). Enter here and include on your tax return (see instructions)				17
17	Estates and Trusts:				17
18a	Net investment income (line 12 above)		18a
b	Deductions for distributions of net investment income and deductions under section 642(c) (see instructions)		18b
c	Undistributed net investment income. Subtract line 18b from 18a (see instructions). If zero or less, enter -0-		18c
19a	Adjusted gross income (see instructions)		19a
b	Highest tax bracket for estates and trusts for the year (see instructions)		19b
c	Subtract line 19b from line 19a. If zero or less, enter -0-		19c
20	Enter the smaller of line 18c or line 19c				20
21	Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here and include on your tax return (see instructions)				21

Tip: use the US Tax Calculator to edit your refundable and non-refundable tax credits including Form 8960: Net Investment Income Tax— Individuals, Estates, and Trusts. Complete, Calculate, print and or save your tax calculation for later use.

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