2025 Printable Template
42,014 reviews on
This website is not affiliated with any government agency or tax authority.
Form last updated: 03/2024. Please verify this is the current version before use.
Easily complete & submit your 8960 form
Follow these simple steps to fill, sign, and send your 8960 form online.
Fill out your form
Our user-friendly editor helps you quickly enter personal & business details in the 8960 template.
Sign the form
Add your electronic signature to the fillable 8960 form to certify it came directly from you.
Send it to the requester
Download and instantly print or share your signed 8960 with the requester.
What is a 8960 used for?
Form 8960 is used to calculate and report the Net Investment Income Tax (NIIT) for individuals, estates, and trusts with income above certain thresholds. This form helps ensure compliance with tax regulations by accurately reporting investment income, such as dividends and interest.
Who needs to fill out a 8960 form
Individuals, estates, and trusts with modified adjusted gross income above specific thresholds and net investment income.
How to fill out a 8960 online?
Follow these steps to complete your 8960 form online.
Frequently Asked Questions
Find quick answers to common questions about our PDF editor.
Form 8960 is used to calculate and report the Net Investment Income Tax for individuals, estates, and trusts with investment income.
Individuals, estates, and trusts with modified adjusted gross income above specific thresholds and net investment income must file this form.
Form 8960 is due with your tax return, typically by the applicable return due date.
