Form 8959-2026

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The document provides instructions for Form 8959, which is used to calculate the Additional Medicare Tax owed by individuals whose income exceeds certain thresholds. It outlines the purpose of the form, who must file it, and details on how to report Medicare wages, self-employment income, and railroad retirement compensation. The document also includes information on withholding requirements, estimated tax payments, and specific instructions for completing the form.

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Click ‘Get Form’ to open Form 8959 in the editor.
Begin by entering your name and social security number at the top of the form. Ensure these match your tax return.
In Part I, input your Medicare wages from box 5 of your Form W-2. If filing jointly, include your spouse’s wages as well.
For unreported tips, enter the amount from line 6 of Form 4137. Again, include your spouse's amount if applicable.
Proceed to calculate your Additional Medicare Tax by multiplying the total wages by 0.9% and enter this in Part I.
If you have self-employment income, complete Part II by entering the relevant amounts from Schedule SE and calculating the tax similarly.
Finally, review all entries for accuracy before saving and exporting your completed form for submission with your tax return.

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