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New Member
posted Apr 15, 2025 9:36:39 AM

What qualifies as Miscellaneous investment expenses on line of Form 8960?

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1 Best answer
Expert Alumni
Apr 15, 2025 9:45:23 AM

Line 9c—Miscellaneous Investment Expenses - Investment expenses you incur that are directly connected to the production of investment income are deductible expenses in determining your net investment income.

 

These are suspended for tax years 2018 through 2025, so you can skip it.   See instructions Form 8960.  

1 Replies
Expert Alumni
Apr 15, 2025 9:45:23 AM

Line 9c—Miscellaneous Investment Expenses - Investment expenses you incur that are directly connected to the production of investment income are deductible expenses in determining your net investment income.

 

These are suspended for tax years 2018 through 2025, so you can skip it.   See instructions Form 8960.