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 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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Click ‘Get Form’ to open it in the editor.
Begin by entering your name(s) as shown on your tax return in the designated field at the top of the form.
Proceed to Part I, where you will need to calculate your Additional Medicare Tax. Fill in the relevant lines based on your income sources, including wages and tips.
In Part II, input any Medicare tax withheld from your W-2 forms. Ensure you total these amounts accurately for proper reporting.
Continue to Parts III and IV, where you will calculate additional taxes based on self-employment income and RRTA compensation. Follow the instructions carefully for each line.
Finally, review all entries for accuracy before saving or exporting your completed 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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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I opt out of paying Medicare tax?

The short answer is no, you cannot opt out of paying the Medicare tax (or the Social Security tax), Paying both the Medicare tax and the Social Security tax is mandatory for workers in the United States.

Why am I forced to pay Medicare tax?

This tax directly supports Medicare Part A, which offers hospital insurance to seniors and individuals with eligible disabilities. It is mandatory, impacting nearly everyone who earns an income in the United States, including self-employed workers who cover both shares.

Who must file form 8959?

You should file form 8959 if one or more conditions are met as follows: Medicare wages and tips are greater than $200,000. Retirement income (RRTA) compensation is greater than $200,000. Medicare wages, tips, and self-employment income are greater than threshold amount for your filing status (see table below).

Why am I paying an additional Medicare tax?

Additional Medicare tax applies to an individuals Medicare wages that exceed a threshold amount based on the taxpayers filing status. Employers are responsible for withholding the 0.9% Additional Medicare tax on an individuals wages paid in excess of $200000 in a calendar year, without regard to filing status.

What is the IRS form 8959 used 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. Form 1040-SR.

Who needs to pay additional Medicare tax?

Additional Medicare Tax withholding applies only to wages paid to an employee that are in excess of $200,000 in a calendar year. Withholding rules for this tax are different than the income tax withholding rules for supplemental wages in excess of $1,000,000 as explained in Publication 15, section 7. Example.

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 does it mean if you have excess Medicare tax withheld?

Excess Medicare withholding occurs when Box 6 is more than 1.45% of Box 5 on your Form W-2 (with the exception of those subject to the Additional Medicare Tax of 0.9%; see Questions and Answers for the Additional Medicare Tax for more information).