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 compensation, including wages and self-employment income, and outlines the thresholds for different filing statuses. The form must be attached to individual tax returns such as Form 1040.

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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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What triggers form 8959?

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 IRS form 8959 for?

Use this form to figure: the amount of additional Medicare tax you owe and. the amount of additional Medicare tax withheld by your employer, if any.

Who needs to pay additional Medicare tax?

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.

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.

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.

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Why is TurboTax saying I need 8995?

Why do I need Form 8995-A? Why do I need Form 8995-A? Form 8995-A calculates your Qualified Business Income Deduction. If you report any business income, including dividends, the form is needed.

Why is TurboTax asking for a 1095 form?

You should receive a Form 1095-A by mid-February if you purchased health insurance through Healthcare.gov or your states health insurance marketplace. You need to enter the information from 1095-A into TurboTax, as you wont be able to file Form 8962 and accurately report the Premium Tax Credit without it.

Why is TurboTax making me fill out form 8919?

You must file Form 8919 if all of the following apply. You performed services for a firm. You believe your pay from the firm wasnt for services as an independent contractor. The firm didnt withhold your share of social security and Medicare taxes from your pay.

8959-2025

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What triggers form 8959?

What is IRS form 8959 for?

Who needs to pay additional Medicare tax?

Why does TurboTax say I have form 8959?

How do I avoid paying 3.8% Medicare surtax?

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Why is TurboTax saying I need 8995?

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Why is TurboTax making me fill out form 8919?

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