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April 14, 2020
Question

Turbotax does not appear to be completing form 8960 for net investment interest tax. How can I confirm this?

  • April 14, 2020
  • 2 replies
  • 18 views
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2 replies

Alumni - Intuit
April 14, 2020

If you have income from investments and your modified adjusted gross income (MAGI) exceeds $200,000 for individuals, $250,000 for spouses filing jointly, and $125,000 for spouses filing separately, we'll include Form 8960 with your return. To check if the form is included in your return:

  1. Log in to your account.
  2. Select Tools then Tax Tools from the left side.
  3. Select Delete a form.
  4. Scroll down to check if form 8960 is included. 
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April 17, 2020

Thanks for the reply.  The list does show a form 8960 and worksheet, so I guess it is computing whether I need to pay the NIIT.