I was able to figure this one out. I am stuck in a middle-area. Mid-year, my employer changed payroll companies. This means I received 2 separate W-2s. The second payroll company kept track of cumulative annual pay and deducted the .9% Additional Medicare Tax as required. However, because each of my separate W-2s does not exceed $200,000 individually nor when combined with my wife's salary do we exceed the $250,000 threshold then form 8959 is not automatically required. Because it is not automatically required, the software will not fill it out for me. If it did, the instructions for form 8959 require one to put combine all earnings from all W-2s togehter, which then when the form is completed shows that I am due a credit to enter into line 25c of my 1040. So because I don't meet the requirements for needing to fill out form 8959, I don't get to fill it out and therefore I apprarently must forfeit $174 in Additional Medicare Tax I paid.
