After you file

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

Form 8960, Net Investment Income Tax, is required when you have investment income and your Modified Gross Income (MAGI) exceeds these thresholds: 

• Married Filing Joint: $250,000
• Single, Head of Household or Qualifying Surviving Spouse: $200,000
• Married Filing Separate, $125,000

Please see these TurboTax Help Articles for more information:

What is Form 8959

What is Form 8960

If you are certain that you don't meet these thresholds, I would like to take a deeper look for you. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)