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Form 8960
What is an 8960 Form?
The tax form 8960 is an application for calculating taxes on your income from interest, dividends, annuities, and so on.
What do I need the 8960 Form for?
- See IRS Form 8960 instructions for a complete list of categories.
How to Fill Out the 8960 Form?
Step 1: The first part is about your investment income.
Step 2: In the second part, you need to calculate the investment costs. These include investment interest costs.
Step 3: In the last section, you need to calculate the net investment tax. Subtract the results of the second part from the results of the first. Depending on your category (individual or trust/estate), you need to do a few extra steps according to the instructions for IRS Form 8960.
Organizations that work with 8960 Form
- IRS
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Fillable online Form 8960