Form 8959 for year 2013-2025

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Form 8959 is used to report the Additional Medicare Tax for individuals with income exceeding certain thresholds. It includes calculations for unreported tips, wages, and self-employment income, along with specific filing status limits. The form must be attached to various tax returns and provides detailed instructions for determining the additional tax owed.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your name as shown on Form 1040 at the top of the document.
In Part I, report any unreported tips from Form 4137 on line 1, and wages from Form 8919 on line 2. Add these amounts together and enter the total on line 3.
Next, refer to the filing status amounts provided and enter the appropriate figure on line 4 based on your status (e.g., $250,000 for married filing jointly).
Subtract line 5 from line 4. If the result is zero or less, enter -0-. This will help you calculate your Additional Medicare Tax.
Continue through Parts II to V, following similar steps for reporting Medicare wages and calculating taxes based on your income.

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Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (46 Votes)
2022	4.2 Satisfied (35 Votes)
2021	4.8 Satisfied (103 Votes)
2020	4.2 Satisfied (66 Votes)
2019	4.4 Satisfied (109 Votes)
2018	4.3 Satisfied (129 Votes)
2017	4.4 Satisfied (36 Votes)
2016	4.2 Satisfied (108 Votes)
2014	4.4 Satisfied (312 Votes)
2013	4.2 Satisfied (64 Votes)

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Why do I have to pay additional Medicare tax on Medicare wages?

Started in 2013 as a part of the Affordable Care Act, it helps fund care for individuals with low incomes. The additional Medicare tax is an extra 0.9% tax on top of the standard tax payment for Medicare. It applies to taxpayers who earn over a set income threshold.

Who must file the IRS form 8959?

If you are liable for Additional Medicare Tax and/or your employer withheld Additional Medicare Tax from your wages or compensation, you must file Form 8959.

Why does TurboTax say I have form 8959?

Well automatically add Form 8959 to your return if your income exceeds the threshold amount for your filing status.

How to reduce additional Medicare tax?

1. Retirement Contributions. As mentioned earlier, contributions to a Traditional IRA or 401(k) reduce your taxable income, which can lower the amount of Medicare tax you owe. However, this reduction primarily benefits those who are just over the threshold for the additional 0.9% Medicare tax.

When did form 8959 start?

This tax became effective in 2013 and is reported on Form 8959, Additional Medicare Tax. The 0.9% Additional Medicare Tax applies to an individuals wages, Railroad Retirement Tax Act compensation, and self-employment income that exceed a threshold amount based on the individuals filing status.

Why am I being charged additional Medicare tax?

Additional Medicare tax applies to an individuals Medicare wages that exceed a threshold amount based on the taxpayers filing status. Employers are responsible for withholding the 0.9% Additional Medicare tax on an individuals wages paid in excess of $200000 in a calendar year, without regard to filing status.

Why do I pay Medicare tax if I am on Medicare?

The Medicare tax is a payroll tax that applies to all earned income in the United States and supports your health coverage when you become eligible for Medicare. Medicare taxes are used to help individuals with future Medicare costs and services once they become a Medicare beneficiary.

How do I avoid paying 3.8% Medicare surtax?

Look for ways to minimize your AGI. The lower your AGI (the number at the bottom of the TAX-FORM 1040) the lower the amount of your income will be subject to the 3.8% surtax. Need another reason to contribute to your retirement plan? Making contributions to your 401k, 403b or pension will lower your AGI.

Form 8959 for year 2013-2025

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