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Retirement tax questions
Yes, you can review your tax forms before you pay and before you file; however, TurboTax CD/download gives you more options than TurboTax online. If you are using TurboTax CD/download, you can switch to Forms mode (select Forms in the upper right of your screen) and in the left margin you can review all of the Forms associated with your return including Schedule 2 and Form 8959. Schedule 2, line 11 contains the additional Medicare tax.
If you are using TurboTax online, follow these steps to review the Forms available for preview before paying which is limited to Form 1040, and Schedules 1, 2, and 3, if applicable:
- Open or continue your return.
- Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
- With the Tax Tools menu open;
- Select Tools.
- Next, select View Tax Summary in the pop-up.
- Then Preview my 1040 in the left menu.
- To get back to the step-by-step instructions, just click Back in the left margin.
In TurboTax online, you won't be able to review Form 8959 until you pay.
You mentioned in a prior post that you believe you have already paid the entire additional Medicare tax. Box 6 on your W-2 includes the 1.45% Medicare tax withheld on all Medicare wages and tips shown in box 5, as well as the 0.9% Additional Medicare Tax on any of those Medicare wages and tips above $200,000. Thus, to make sure TurboTax has included all of your Medicare tax payments, if you have not already done so, just double check that your W-2 entry in TurboTax for box 6 matches what you have on your W-2. Moreover, Part V on Form 8959 is where you reconcile your Medicare tax withholding with any additional Medicare tax you may owe.
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