Djvanwoer
New Member

Retirement tax questions

I noted this same issue while reviewing my 2023 return tonight, and then went back to my 2022 return and found it there as well.  For my returns, the amount correlates with Form 8959 Part V, which is a “Medicare tax withholding reconciliation” — apparently the TT program has decided that I have overpaid my Medicare taxes and is giving credit for a small portion of it.

 

Your situation may differ, but hopefully this will help some find the source of their “other forms” payments on line 25c of form 1040.