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 wages and self-employment income, and outlines the thresholds for different filing statuses. The form must be attached to individual tax returns (Form 1040 series) and includes sections for detailing Medicare wages, tips, and withholding reconciliations.

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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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Why do I have an additional Medicare tax 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.

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.

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 has 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.