Federal Free Printable 2016 Form 8960 for 2017 Federal Net Investment Income Tax - Individual, Estates, and Trusts

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Net Investment Income Tax - Individual, Estates, and Trusts
2016 Form 8960

Form 8960 Department of the Treasury Internal Revenue Service (99) Net Investment Income Tax— Individuals, Estates, and Trusts ▶ Information OMB No. 1545-2227 ▶ Attach to your tax return. about Form 8960 and its separate instructions is at www.irs.gov/form8960. Name(s) shown on your tax return Part I 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) . . . . . . . . . . . . . . . . . . . . 2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . 3 Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . 6 Adjustments to investment income for certain CFCs and PFICs (see instructions) . . . . 7 Other modifications to investment income (see instructions) . . . . . . . . . . . 8 Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7 . . . . . . . . . . Part II 9a b c d 10 11 12 Investment Income . . . 1 2 3 . 4c . . . . 5d 6 7 8 . . . 9d 10 11 Investment Expenses Allocable to Investment Income and Modifications Investment interest expenses (see instructions) . . . State, local, and foreign income tax (see instructions) . Miscellaneous investment expenses (see instructions) . Add lines 9a, 9b, and 9c . . . . . . . . . . . Additional modifications (see instructions) . . . . . Total deductions and modifications. Add lines 9d and 10 Part III 2016 Attachment Sequence No. 72 Your social security number or EIN . . . . . . . . . . . . . . . . . . . . . 9a 9b 9c . . . . . . . . . . . . . . . . . . . . . . . . Tax Computation 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 Individuals: 13 14 15 16 17 Modified adjusted gross income (see instructions) . Threshold based on filing status (see instructions) . Subtract line 14 from line 13. If zero or less, enter -0Enter the smaller of line 12 or line 15 . . . . . . Net investment income tax for individuals. Multiply include on your tax return (see instructions) . . . . . . . 13 . . . . 14 . . . . 15 . . . . . . . . . . . . . . line 16 by 3.8% (.038). Enter here and . . . . . . . . . . . . . . 16 17 Estates and Trusts: 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 . . . . . . . . . . . . . . . . . . . 21 Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (.038). Enter here and include on your tax return (see instructions) . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 59474M 20 21 Form 8960 (2016)
Extracted from PDF file 2016-federal-form-8960.pdf, last modified December 2016

More about the Federal Form 8960 Other TY 2016

We last updated the Net Investment Income Tax - Individual, Estates, and Trusts in May 2017, so this is the latest version of Form 8960, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 8960 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8960 from the Internal Revenue Service in May 2017.

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Historical Past-Year Versions of Federal Form 8960

We have a total of three past-year versions of Form 8960 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 Form 8960

2016 Form 8960

Net Investment Income Tax - Individual, Estates, and Trusts 2015 Form 8960

2015 Form 8960

Net Investment Income Tax - Individual, Estates, and Trusts 2014 Form 8960

2014 Form 8960


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