Form 8959, Additional Medicare Tax, is required when your Medicare wages reported in Box 5 of your W2, self-employment income, and/or railroad retirement income exceeds these thresholds:
- Married Filing Joint: $250,000
- Single, Head of Household or Qualifying Surviving Spouse: $200,000
- Married Filing Separate, $125,000
If you exceed these thresholds, you will need to upgrade to TurboTax Online Deluxe or Premium as the free version does not contain this form. Please go here for a comparison of the TurboTax Online Products and what forms are included with each: TurboTax Online Product Comparison
For more information please see IRS Instructions for Form 8959.
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