Form 8959-2025

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The document is Form 8959, used for reporting the Additional Medicare Tax owed by individuals based on their income. It includes instructions for calculating the tax on various types of income, such as self-employment and railroad retirement compensation, and outlines the thresholds for different filing statuses. The form must be attached to individual tax returns (Form 1040 series) and includes sections for calculating total additional Medicare tax and reconciling withholding amounts.

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Click ‘Get Form’ to open it in the editor.
Begin with Part I, where you will enter your name and social security number. Ensure accuracy as this information is crucial for identification.
Proceed to Part II, which requires you to input Medicare wages and tips from your W-2 forms. If you have multiple W-2s, sum the amounts from box 5.
In Part III, calculate the Additional Medicare Tax by subtracting the threshold amount based on your filing status from your total Medicare wages. Multiply the result by 0.9%.
Move to Part IV for self-employment income. Enter your income from Schedule SE and follow similar steps as in Part III to determine any additional tax owed.
Finally, complete Part V if applicable, detailing any railroad retirement compensation and ensuring all calculations are accurate before submission.

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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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How to calculate the additional Medicare tax?

What is the additional Medicare tax for 2025? The additional Medicare tax of 0.9% applies only to higher wage earners. It is paid in addition to the standard Medicare tax. An employee will pay 1.45% standard Medicare tax, plus the 0.9% additional Medicare tax, for a total of 2.35% of their income.

Why does TurboTax say I have form 8959?

Form 8959 is used to calculate how much additional Medicare tax you may owe, depending on the type of income you earn. You should file Form 8959 if your Medicare or RRTA wages exceed $200,000 for single filers or $250,000 for joint filers.

What is the formula for calculating Medicare tax?

The current rate for an employer to take out of your paycheck for Medicare tax is 1.45%. To calculate the amount you have to pay in Medicare tax, your employer will multiply your gross wages by the 1.45% Medicare tax.

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.

What is form 8959 for?

Use Form 8959 to figure the amount of Additional Medicare Tax you owe and the amount of Additional Medicare Tax withheld by your employer, if any.

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How is the additional Medicare tax calculated?

A 0.9% Additional Medicare tax applies to Medicare wages, self-employment income, and railroad retirement (RRTA) compensation that exceed the following threshold amounts based on filing status: $250,000 for married filing jointly; $125,000 for married filing separately; and. $200,000 for all other taxpayers.

Who pays the 3.8% Medicare surtax?

A Medicare surtax of 3.8% is charged on the lesser of (1) net investment income or (2) the excess of modified adjusted gross income over a set threshold amount. The threshold is $250,000 for joint filers, $125,000 for married filing separately, and $200,000 for all other filers.

Who needs to file form 8958?

There are nine community property states where married couples need Form 8958 if they file separate returns. Domestic partnerships in community property states like California, Nevada, Washington, and Wisconsin typically need to use Form 8958 to allocate their income.

Form 8959-2025

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