fyllyoEvery answer shows its source
On a filled Form 8960, Fyllyo shows each answer with the line in the client’s documents it was read from.
TAX FORMS · IRS · BUILT IN
Form 8960Net Investment Income Tax
Drop in the client’s documents, in any format. Fyllyo fills Form 8960 on your Mac and shows the line behind every answer.
How much of a Form 8960 does Fyllyo fill?
Fyllyo can fill all 38 fields on Form 8960 from the client’s documents. Lines the documents don’t support stay blank and are listed for you to check.
You confirm on every form
- Taxpayer name
- Taxpayer SSN or EIN
- Total investment income
- Individual's net investment income tax
- Estate or trust net investment income tax
Can you trust the answers?
This is what you see when you review a filled Form 8960 in Fyllyo. See how reviewing works.
Amounts that disagree are flagged
When the documents give two different amounts for the same line of Form 8960, Fyllyo flags that line and every line worked out from it. It shows you both amounts.
Key facts, confirmed by you
Fyllyo lists the key facts on Form 8960, such as taxpayer name and taxpayer SSN or EIN, for you to confirm on every form.
Left blank, never guessed
When the documents don’t support a line of Form 8960, Fyllyo leaves it blank and lists it for you instead of guessing.
What do you give Fyllyo?
Fyllyo reads the documents you already have. These can be PDFs, scans, photos, Word files or typed notes, and you can add several at once. Fyllyo works out which document answers which line.
Client data stays on your Mac
Client documents and the filled form never leave your computer. Fyllyo uploads nothing. Once it is set up, filling works offline.
What Fyllyo doesn’t do
Fyllyo doesn’t decide what to file, give legal or tax advice, or submit Form 8960 for you. Use the IRS’s official page for Form 8960 and your professional judgement. Fyllyo does the reading and the typing.
What if a document is a scan or a photo?
Fyllyo reads scans and photos as well as PDFs, Word files and typed notes. Clear, readable copies give the best results, and every answer on Form 8960 still shows the line it came from.
Fill your next Form 8960 on your Mac
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