@classicrockguy wrote:
This is not the “Best Answer”. The “experts” at TurboTax are wrong. The IRS confirmed to me that using Form 8959 IS the correct way to recover overwithheld Medicare taxes, regardless of reported income. Read the instructions from the IRS as printed on the form itself.
So far I have not gotten any response from TurboTax support on this issue. Please correct this bug so I can efile for 2019 taxes!
Nope. If the employer made a mistake and withheld to much Medicare taxes as reported on the W-2 then the employer is required to refund the difference.
Form 8959, Additional Medicare Tax, is only used if - https://www.irs.gov/pub/irs-pdf/i8959.pdf
You must file Form 8959 if one or more of the following applies to you.
• Your Medicare wages and tips on any single Form W-2 (box 5) are greater than $200,000.
• Your railroad retirement (RRTA) compensation on any single Form W-2 (box 14) is greater than $200,000.
• Your total Medicare wages and tips plus your self-employment income, if any (including the Medicare wages and tips and self-employment income of your spouse, if married filing jointly), are greater than the
threshold amount for your filing status in the chart on this page.
• Your total railroad retirement (RRTA) compensation and tips (Form W-2, box 14) (including the railroad retirement (RRTA) compensation and tips of your spouse, if married filing jointly) is greater than the threshold amount for your filing status in the chart on this page.
Your Medicare wages include your wages and tips from Form W-2, box 5; your tips from Form 4137, line 6; and your wages from Form 8919, line 6.
