Retirement tax questions

Nope. Not when you don’t meet the specified income levels. It is excluded from the collection of forms associated with the return. That’s the whole problem.

 

The overwithheld Medicare tax is correctly computed in Section V of Form 8959. But, if you don’t meet the income levels for MANDATORY filing of the form, TurboTax does not carry the overwithheld Medicare amount forward to the taxes paid summary and does not include Form 8959 in the electronic return collection of forms. This plus any override to correct the carry- forward problem prohibits electronic filing of the return. 

 

As I and others continue to point out, this prohibits filers in the unique situation of having overwithheld Medicare tax without meeting the income thresholds from e-filing with TurboTax. The only option is to override Line 16f on the taxes paid summary and manually print and file everything including Form 8959 (which can be called up separately from the Forms menu with all of the correct entries, oddly enough).