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2 <br />3 <br />1 <br />DAA <br />Form 8960 (2018)For Paperwork Reduction Act Notice, see your tax return instructions. <br />Investment IncomePart I <br />Your social security number or EINName(s) shown on your tax return <br />2018 <br />72 <br />OMB No. 1545-2227 <br />AttachmentSequence No. <br />Individuals, Estates, and Trusts <br /> Go to www.irs.gov/Form8960 for instructions and the latest information. <br />8960Form <br />Internal Revenue ServiceDepartment of the Treasury <br />Net Investment Income Tax— <br />(99) <br /> Attach to your tax return. <br />Section 6013(g) election (see instructions) <br />Regulations section 1.1411-10(g) election (see instructions) <br />1 <br />3 <br />2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Taxable interest (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />4a <br />b <br />c <br />5a <br />b <br />c <br />d <br />6 <br />7 <br />8 <br />Rental real estate, royalties, partnerships, S corporations, trusts, <br />etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Adjustment for net income or loss derived in the ordinary course of <br />a non-section 1411 trade or business (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Combine lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Net gain or loss from disposition of property (see instructions) . . . . . . . . . . . . . . . . . . . . <br />Net gain or loss from disposition of property that is not subject to <br />net investment income tax (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Adjustment from disposition of partnership interest or S corporation <br />stock (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Combine lines 5a through 5c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Adjustments to investment income for certain CFCs and PFICs (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Other modifications to investment income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Part II Investment Expenses Allocable to Investment Income and Modifications <br />4a <br />4b <br />4c <br />5c <br />5b <br />5a <br />5d <br />6 <br />7 <br />8 <br />c <br />b <br />9a <br />d <br />10 <br />11 <br />Tax ComputationPart III <br />Investment interest expenses (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />State, local, and foreign income tax (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Miscellaneous investment expenses (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Add lines 9a, 9b, and 9c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Additional modifications (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Total deductions and modifications. Add lines 9d and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />9a <br />9b <br />9c <br />9d <br />10 <br />11 <br />12 <br />13 <br />14 <br />15 <br />16 <br />17 <br />18a <br />b <br />c <br />19a <br />b <br />c <br />20 <br />21 <br />Net investment income. Subtract Part II, line 11, from Part I, line 8. Individuals complete lines <br />13–17. Estates and trusts, complete lines 18a–21. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Individuals: <br />Modified adjusted gross income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Threshold based on filing status (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Subtract line 14 from line 13. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Enter the smaller of line 12 or line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Net investment income tax for individuals. Multiply line 16 by 3.8% (0.038). Enter here and <br />include on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Estates and Trusts: <br />Net investment income (line 12 above) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Deductions for distributions of net investment income and <br />deductions under section 642(c) (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Undistributed net investment income. Subtract line 18b from 18a (see <br />instructions). If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Adjusted gross income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Highest tax bracket for estates and trusts for the year (see <br />instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Subtract line 19b from line 19a. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Enter the smaller of line 18c or line 19c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here <br />and include on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <br />15 <br />14 <br />13 <br />17 <br />16 <br />12 <br />18a <br />18b <br />18c <br />19a <br />19b <br />19c <br />20 <br />21 <br />Section 6013(h) election (see instructions) <br />WESLEY C BROWN & SHANON M LARIMER 595-42-0794 <br />181 <br />1,275 <br />97 <br />-97 <br />-3,000 <br />-3,000 <br />-1,544 <br />0 <br />165,954 <br />250,000 <br />0