IRS Form 8960 Net Investment Income Tax " Individuals, Estates, and Trusts

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IRS Form 8960 Net Investment Income Tax " Individuals, Estates, and Trusts

What Is IRS Form 8960?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.

FAQ

Q: What is IRS Form 8960?
A: IRS Form 8960 is a form used to calculate the Net Investment Income Tax for individuals, estates, and trusts.

Q: Who needs to file IRS Form 8960?
A: Individuals, estates, and trusts who meet certain income and investment criteria need to file IRS Form 8960.

Q: What is the Net Investment Income Tax?
A: The Net Investment Income Tax is a tax applied to certain types of investment income, such as capital gains, dividends, and rental income.

Q: What is the purpose of IRS Form 8960?
A: The purpose of IRS Form 8960 is to calculate the amount of Net Investment Income Tax owed.

Q: How do I calculate the Net Investment Income Tax?
A: You can calculate the Net Investment Income Tax by following the instructions provided on IRS Form 8960.

Q: When is the deadline to file IRS Form 8960?
A: The deadline to file IRS Form 8960 is typically the same as the deadline for filing your federal income tax return, which is April 15th.

Q: Can I e-file IRS Form 8960?
A: Yes, you can e-file IRS Form 8960 if you are filing your federal income tax return electronically.

Q: Are there any exceptions to the Net Investment Income Tax?
A: Yes, there are certain exceptions and exemptions to the Net Investment Income Tax. Consult the instructions for IRS Form 8960 for more information.

Q: What happens if I don't file IRS Form 8960?
A: If you are required to file IRS Form 8960 and fail to do so, you may be subject to penalties and interest on any unpaid Net Investment Income Tax.

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Form Details:

  • A 1-page form available for download in PDF;
  • This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
  • Editable, printable, and free;

Download a fillable version of IRS Form 8960 through the link below or browse more documents in our library of IRS Forms.

Download IRS Form 8960 Net Investment Income Tax " Individuals, Estates, and Trusts

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