Form 8959-2026

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The document is Form 8959, used for reporting the Additional Medicare Tax owed by individuals based on their income levels. It outlines the calculation process for determining the tax on various types of income, including wages, self-employment income, and railroad retirement compensation. The form includes specific income thresholds based on filing status and provides instructions for completing the form and reporting the tax on federal income tax returns.

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Begin with Part I, where you will enter your name and social security number. Ensure that all information is accurate to avoid processing delays.
Proceed to Part II, which requires you to input your Medicare wages and tips from Form W-2. If you have multiple W-2s, sum the amounts from box 5.
In Part III, calculate your Additional Medicare Tax by subtracting the threshold amount based on your filing status from your total Medicare wages. Multiply the result by 0.9%.
Continue to Part IV for self-employment income. Enter the relevant figures and perform similar calculations as in Part III.
Finally, complete Part V by entering any railroad retirement compensation and follow the instructions for final calculations.

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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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Who is required to file form 10IEA?

Form 10-IEA is a declaration made by the return filers for choosing the Opting Out of New Tax Regime. An Individual, HUF, AOP (not being co-operative societies), BOI or Artificial Juridical Person with business or professional income must submit Form 10-IEA if they wish to pay income tax as per the old tax regime.

Who needs to file form 10IE?

Ans: Form 10IE has to be filed before filing your Income Tax Return. Q; Is Form 10IE mandatory to file? Ans; Yes, it is mandatory to file Form 10IE if you want to opt for new tax regime and have Income under the Head Profits and Gains of Business and Profession.

Is it mandatory to file an ITR for a salaried person?

The ITR filing process is mandatory for all categories of taxpayers, including individuals, Hindu Undivided Families(HUFs), companies and partnership firms. Individual taxpayers earning an income above the basic exemption limit must file their returns.

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. You will carry the amounts to one of the following returns. Form 1040.

How do I 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.

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What is form 8919 for?

Use Form 8919 to figure and report your share of the uncollected social security and Medicare taxes due on your compensation if you were an employee but were treated as an independent contractor by your employer. By filing this form, your social security earnings will be credited to your social security record.

What is the difference between 10IEA and 10IE?

The main difference between these forms is that Form 10IE was used to opt for the new tax regime, while Form 10IEA lets you choose the old tax regime. Since the new regime became the default option from the 2023-2024 financial year onwards, Form 10IE is no longer needed.

Form 8959-2026

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How to use or fill out form 8959 with DocHub

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Who is required to file form 10IEA?

Who needs to file form 10IE?

Is it mandatory to file an ITR for a salaried person?

What is form 8959 for?

How do I calculate the additional Medicare tax?

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What is form 8919 for?

What is the difference between 10IEA and 10IE?

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