Easily create and download your Form 8960, Net Investment Income Tax, with our intuitive, fillable generator built for creators and service based entrepreneurs who have investment income above the threshold.
Answer a few quick questions, let the tool auto calculate your Net Investment Income Tax liability, and generate a fully compliant Form 8960 you can use for your taxes, all in minutes and completely free.
Instant. secure. and 100 percent cost free forms ready to download and use today.
When you have investment income, every tax calculation matters. Otto helps creators skip complicated IRS instructions so you can calculate Net Investment Income Tax confidently and stay compliant.
Free—no hidden fees
Automatic IRS form detection
Tailored questions for creator and service based workflows
Real time deduction estimates
Error checks before submission
Does my setup actually qualify for the home office deduction” should not be a guess that risks an audit. Otto AI Form 8960 Generator gives real time guidance before you type a single line.
Fast eligibility check for creators
Payer acknowledgement tracking
Automatic resend triggers
Treaty-rate promise” support
Your Form 8960 includes personal and financial information. Otto locks every keystroke and produces an e sign ready PDF. so your details stay encrypted and protected.
Clear. plain English field explanations
Tooltips for creator specific expense types
Official IRS layout preserved
Simple guidance on direct and indirect expenses
Finishing the form is only part of the job. getting your accountant or financial tools to accept it is the rest. Otto makes file delivery smooth across the platforms creators rely on.
Live chat with tax specialists
Bulk document requests
Automatic reminders for annual filings
Support ticket timeline
Designed to help creators streamline tax season and accurately calculate Net Investment Income Tax on investment earnings.
Enter Your Details
Enter your investment income, modified adjusted gross income, and other details. Otto guides creators through what counts as net investment income so you always know whether you owe NIIT.
Review Your Form
Review your calculated tax liability. Enter your income thresholds and any applicable deductions. Your information stays protected with AES 256 encryption the entire time.
Download and Share
Click Download to receive a fillable, IRS compliant PDF you can sign digitally or print. It is 100 percent free, and you can re-download anytime.
Free, secure, mobile friendly, and IRS ready. everything creators need to file accurately and stay compliant with Net Investment Income Tax requirements.
Simple fields designed for creators who do not want to read IRS manuals. fast and accurate data entry.
No fees. no credit card. just generate and download instantly.
Every form follows official IRS guidance for net investment income tax.
Keep your completed Form 8960 as a fillable PDF for future records or audits.
Your personal information stays encrypted throughout the entire process.
Generate and download Form 8960 from any device. anywhere. anytime.
Quick access to the most commonly used tax forms for your business and personal needs.
End-to-end financial management that scales with every stage of your
business.
Straight from our customers—how Otto is changing the way creative businesses manage money.
Creators, freelancers, coaches, consultants, and any self-employed professional who has investment income and modified adjusted gross income above the Net Investment Income Tax threshold.
Yes, if your investment income and MAGI exceed the threshold. Otto walks you through this with simple questions and examples built for creator workflows.
Yes, Otto AI automatically calculates your Net Investment Income Tax liability based on your investment income and MAGI, applies IRS formulas, and determines the final amount you owe.
Reopen your saved form, update your investment income details, and generate a fresh PDF. The system keeps an audit log so you stay compliant.
Absolutely. We tell you exactly how much Net Investment Income Tax you owe based on your investment income, MAGI, and filing status, with clear explanations of what qualifies.
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