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Incorrect Medicare Calculation for Married Filing Jointly

My wife and I are filing jointly. She made over $200,000 and her employer correctly calculated the additional Medicare tax at 0.9% on her income above $200,000. I had two employers in 2025, so there was no additional Medicare tax calculated on my wages even though I also made above $200,000. However, in doing the joint filing calculation, online TurboTax is ignoring the additional tax that my wife already paid. It is saying that we owe the full 0.9% on everything we made over $250,000, even though my wife's employer already withheld some amount of additional Medicare for her earnings above $200,000. I have deleted and re-entered all of our W-2s and still can't get the calculation error corrected. 

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1 Reply
MonikaK1
Expert Alumni

Incorrect Medicare Calculation for Married Filing Jointly

TurboTax Online should automatically handle excess Medicare tax (0.9% Additional Medicare Tax) by generating Form 8959 based on your W-2 entries. It reconciles taxes already withheld with your actual liability.

 

If you haven't already, you can preview your return in TurboTax Online to see how the program calculated your taxes from your entries. Detailed calculation information in TurboTax Online can be found by navigating to Tax Tools > Tools > View Tax Summary > Preview My 1040. You would need to have paid for your TurboTax product in order to see all of the worksheets.

 

If TurboTax did not reconcile the withholding and excess tax  correctly, try deleting the Form 8959 and the W-2, logging out of TurboTax, restarting your device, Clear cache and cookies , and then entering the W-2 again to see if the Form 8959 populates correctly.

 

 

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