SusanY1
Expert Alumni

Retirement tax questions

This form is added when the Medicare wages on your return exceeds certain thresholds that trigger the tax.  For married taxpayers filing a joint return this is $250,000.  For single, head of 

household, and qualifying surviving spouse it is $200,00, and for married taxpayers filing separate returns it is $125,000.  

 

For more on this topic see IRS Topic no. 560.

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