Title: 2025 Form 8960 Net Investment Income Tax-Individuals, Estates, and Trusts

{--- Your Identity --- }

YourName:
YourSocSec#:

{--- Filing Status ---}

Status { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }

Entity { Filing For?  (answer: Individual, Estate/Trust) }

{--- Part I   Investment Income --- }

Sec6013g  { Section 6013(g) election (see instructions)  (answer: Yes No ) }

Sec6013h  { Section 6013(h) election (see instructions)  (answer: Yes No ) }

Sec1141_10g  { Regulations section 1.1411-10(g) election (see instructions)
 (answer: Yes No ) } 

L1	;{ Taxable interest (see instructions)}

L2	;{ Ordinary dividends (see instructions)}

L3	;{ Annuities (see instructions)}

L4a	;{ Rental real estate, royalties, partnerships, S
 corporations, trusts, etc. (see  instructions))}

L4b	;{ Adjustment for net income or loss derived in the
 ordinary course of a non- section 1411 trade or business
 (see instructions)}

L5a	;{ Net gain or loss from disposition of property (see
 instructions)}

L5b	;{ Net gain or loss from disposition of property that is
 not subject to net investment income tax (see instructions)}

L5c	;{ Adjustment from disposition of partnership interest or S
 corporation stock (see instructions)}

L6	;{ Adjustments to investment income for certain CFCs and
 PFICs (see instructions)}

L7	;{ Other modifications to investment income (see
 instructions)}

{--- Part II   Investment Expenses Allocable to Investment Income and Modifications ---}

L9a	;{ Investment interest expenses (see instructions)}

L9b	;{ State, local, and foreign income tax (see instructions)}

L9c	;{ Miscellaneous investment expenses (see instructions)}

L10	;{ Additional modifications (see instructions)}

{--- Part III   Tax Computation --- }

{	--- Individuals ---}

L13	;{ Modified adjusted gross income (see instructions)}

{	--- Estates and Trusts ---}

L18b	;{ Deductions for distributions of net investment income
 and deductions under section 642(c) (see instructions)}

L19a	;{ Adjusted Gross Income (see instructions)}

L19b	;{ Highest tax bracket for estates and trusts for the year
 (see instructions)}

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Round_PDF_to_Whole_Dollars  Y	{ Controls format of PDF form. (answer: Yes, No) }
