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Instructions for Form 8960. Net Investment Income Tax—Individuals, Estates, and Trusts. Department of the Treasury. Internal Revenue Service. Form 8960. Fill out, securely sign, print or email your 2019 Form 8960. Net Investment Income TaxIndividuals, Estates, and Trusts instantly with SignNow. The instructions for IRS Form 8960 provide an overview of the rules that apply and can be a good source of additional information.Information about Form 8960 and its separate instructions is at irs.gov/form8960. OMB No. 1545-2227. 2016. Attachment. Sequence No. 72. XXXX-XXXX ? Attach to Form 1040 or Form 1041. about Form 8960 and its separate instructions is at irs.gov/form8960. Name(s) shown on Form 1040 or Form The amount of the gain or loss from the disposition for regular income tax purposes is included on Form 8960, line 5a, as a gain or loss. If you materially Form 8960 Instructions. Essentially, IRS Form 8960 is used to help you figure out if the Net Income Investment Tax applies to you. Fortunately, like the Section 1411 Final. Regulations, the draft instructions for Form 8960 did provide some clarity. Form 8960 is broken down into three parts:.

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