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It depends. If you had income high enough to be charged 'Additional Medicare Tax' on Form 8959, then this would be added to your tax liability. Likewise if you have exceeded the social security threshold and paid too much because of different employers you would have a credit. The threshold for 2024 is $168,600 ($176.100 for 2025). The latter would require two or more employers to receive credit on your tax return, and it is assumed that is your situation.
Who Must File Form 8959: You must file Form 8959 if one or more of the following applies to you.
- Your Medicare wages and tips on any single Form W-2 (box 5) are greater than $200,000.
- Your RRTA compensation on any single Form W-2 (box 14) is greater than $200,000.
- Your total Medicare wages and tips plus your self-employment income, if any (including the Medicare wages and tips and self-employment income of your spouse, if married filing jointly), are greater than the threshold amount for your filing status in the Threshold Amounts for Additional Medicare Tax chart.
Yes. The CA-SDI is allowed as an itemized deduction under state and local taxes paid on Schedule A for your federal return.
