JamesG1
Expert Alumni

Get your taxes done using TurboTax

IRS form 8960 Net Investment Income Tax can apply to modified adjust gross incomes that exceed a threshold amount:

 

  • Married Filing Jointly or Qualifying Widow(er) is $250,000.
  • Married Filing Separately is $125,000.
  • Single or Head of Household is $200,000.

and apply to a variety of incomes detailed under Net investment income under the Instructions for Form 8960.

 

Have you reviewed this information to see whether you qualify to for this form?  What does the message from TurboTax state?  Please clarify.

 

@nkoziolek

 

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