IRS Form 8960 walkthrough (Net Investment Income Tax)

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[@rosalindhb]

I would love to see how to fill out the form showing that you rolled a payout back into a 401k/IRA to avoid penalty.

[@teachmepersonalfinance2169]

A couple of notes:
1. Early withdrawals from a retirement account would be reported on IRS Form 5329, Additional Taxes (see below).
2. I can't really think of a video that I could create where I walk through the tax form to *not* report income. The closest example that I can think of would be a 60-day rollover between retirement accounts. But even then, that would be reported on your Form 1040, not on Form 8960.
Is there a specific situation that qualifies for an early withdrawal exception, that you'd want to see a video on? It might be a couple of weeks before I can do the video.
IRS Form 5329, Additional Taxes on Qualified Plans and Other Tax-Favored Accounts
Article: www.teachmepersonalfinance.com/irs-form-5329-instructions/
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