Schedule 4 form 8959-2026

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The document is Form 8959, used by taxpayers to report the Additional Medicare Tax owed on certain income types, including Medicare wages, self-employment income, and railroad retirement compensation. It outlines the calculation process for determining the tax based on filing status thresholds and includes instructions for reporting this tax on various IRS forms.

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Click ‘Get Form’ to open the Schedule 4 Form 8959 in the editor.
Begin by entering your name(s) as shown on your tax return at the top of the form.
In Part I, input your Medicare wages and tips from Form W-2, box 5. If you have multiple W-2s, sum these amounts.
Next, refer to the filing status section and enter the appropriate threshold amount based on your status (e.g., $250,000 for married filing jointly).
Complete calculations for Additional Medicare Tax by following the instructions provided in each part of the form, ensuring accuracy in each line.
Finally, review all entries for completeness and correctness before saving or exporting your filled form directly from our platform.

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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 is the Medicare tax for 8959?

Form 8959 - Additional Medicare Tax Reconcile Against Form W-2. How can we help? The Additional Medicare Tax is an additional (0.9%) tax to wages, compensation, and self-employment income, if an individuals income exceeds the threshold amount for their individual filing status.

Who must file the IRS 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. You should file Form 8959 if your self-employment earnings plus wages or RRTA income exceed the threshold amount for a particular filing status as shown on Form 8959.

What income triggers additional Medicare tax?

The additional Medicare tax applies to people who are at predetermined income levels. For the 2025 tax year, those levels are: Married taxpayers filing jointly: $250,000 and above. Married taxpayers filing separately: $125,000 and above.

What is the Schedule 4 of the tax return?

The purpose of Schedule 4 is to report various other taxes that may not be included on the standard Form 1040. This form ensures that taxpayers fulfill their obligations regarding self-employment tax, unreported social security taxes, and additional retirement-related taxes.

What is a schedule on tax returns?

The schedules are additions to IRS Form 1040 that cover specific situations. These should be attached to the tax return if used. Note: This question may be completed automatically if federal tax information is transferred from the IRS.

additional medicare tax form 8959

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How does the W4 affect my tax refund?

Your W-4 form has a lot of power over your taxes if your employer withholds more income tax than you owe, you will receive a bigger tax refund when you file. If your employer doesnt withhold enough, you might find yourself stuck with a tax bill at the end of the tax year.

What is schedule 4 on a tax return?

This document provides details about Schedule 4 for Form 1040, including other taxes that may need to be filed. It serves as a guide for the self-employed, those with unreported taxes, and retirement account holders. Properly completing Schedule 4 ensures accurate tax reporting to the IRS. Get Schedule 4 Form 1040 Form.

What is a T4 tax form used for?

A T4 slip identifies all of the remuneration paid by an employer to an employee during a calendar year. You can get a Form T4 slip in a PDF or PDF fillable/saveable format to file on paper.

Schedule 4 form 8959-2026

Here's how it works

How to use or fill out schedule 4 form 8959 with our platform

See more schedule 4 form 8959 versions

Complete this form in 5 minutes or less

Got questions?

What is the Medicare tax for 8959?

Who must file the IRS form 8959?

What income triggers additional Medicare tax?

What is the Schedule 4 of the tax return?

What is a schedule on tax returns?

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How does the W4 affect my tax refund?

What is schedule 4 on a tax return?

What is a T4 tax form used for?

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