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@DebraNoice  TurboTax is doing the calculation correctly. The deduction, and the phase-out, is calculated separately for each person. The phase-out amount ($300 in your case) applies separately to the $6,000 maximum for each person, not to the combined $12,000 maximum. You can see the calculation in Part V of Schedule 1-A. TurboTax is following the IRS instructions.  

The form is generated only if you need to pay tax on a portion of wages, self-employment, and/or railroad retirement income that exceeds a certain threshold, see Who Files Form 8959?   The IRS does not start accepting tax returns until next week, so you have time to get this corrected before you file.    What does your Form 1040 show for income?    How to view your tax return before filing

I do not have a solution, but I have the exact same issue from TurboTax rounding before adding the amounts in box 6. It is calculating that I paid $1 too much for Medicare taxes and it wants to use form 8959 to refund me. I definitely do not want to be forced to upgrade to deluxe in order to add $1 to my refund.

Hello Şevket, I’m experiencing exactly the same problem. I’m currently in Turkey, I don’t have a U.S. bank account, and I have no idea how I can receive my refund. How did you solve this issue? Which method did you use to get your money? Please, explain it to me as well, I’m in a really desperate situation. Did you use your friend’s bank account? If so, did it work?

This is the confusing part to me. The house I am selling was the collateral for the HELOC. I used the HELOC funds ($400,000) to purchase the house I moved to in order to have a better chance if getting the house (no contingency). The house that "secured" the HELOC is currently under contract. So, I will then just have my new house. We paid several thousand dollars in interest on that HELOC in 2025.    Thank you, again. 

do it yourself with download - Windows 10 required)  https://shop.app.intuit.com/unified/desktop-purchase?route=shopping $180 + state if needed.   assisted from $400 to almost $1,000.  https://turbotax.intuit.com/lp/ppc/1344/?&srqs=null&cid=ppc_msn_b_stan_all_test-CoreGeo_Brand-BrandTT-BrandTTBusiness-Exact_ty25-bu2-sb4_77721949264614_1243549022889505_kwd-77722208360689:loc-71153&srid=9aa7bd59441c1e3a35b8d42ba6131788&targetid=kwd-77722208360689:loc-71153&skw=turbotax%20business&adid=77721949264614&ven=msn&&msclkid=9aa7bd59441c1e3a35b8d42ba6131788&gclid=9aa7bd59441c1e3a35b8d42ba6131788&gclsrc=3p.ds&gad_source=7&gad_campaignid=23384950984 

I know this thread is from last year, but after reviewing Publication 915, it doesn't look like there were any significant change to my current situation and so I was hoping to get clarification, here.    Because of a mix-up in repayment (superfluous, really), my repayment of benefits from 2023 and 2024 was split into 2 payments, with the first payment of $16,xxx being processed at the end of 12/24 and the 2nd payment of $15,xxx not being processed until 1/1/25. The situation complicated things, unnecessarily, for me come tax time. I was able to refigure my taxes from 2024 to deduct the $16,xxx and claim a credit for 2025. Now I'm trying to refigure my 2025 taxes, but subtracting the $15,xxx gives me a negative amount for SSA-1099 reporting. It appears that TT does not calculate a negative amount, as the tax is the same whether my benefits are $0 or a negative amount.    My question is:  Can I deduct the full amount or remaining amounts from prior years of overpayments (2023, for instance)? Should I split refigured amounts between years or is that just inappropriate and overcomplicating?    In hindsight, I should have refigured my 2023 taxes last year and saved this years for 2024, but that is no longer an option. 

What if it was a second home, but only until my 1st home sells (then it will be my primary home. I have already moved to the other house)? At that time I will pay the HELOC ($400,000) off with the proceeds from the sale of mt 1st home?   I guess what  I'm trying to say is that the HELOC was secured by my "primary" home at the time, but I've moved to the  house I used the HELOC funds to purchase and have my "primary" home listed to sell (currency under contract). We paid several thousand dollars in interest in 2025 and will pay some in 2026 until closing.    Thank you! 

only by asking him. I assume he must have filed a separate return. The IRS will not furnish this info to you if he did. With no information, who is eligible to claim him is unknown. If divorced or separated, what the court provided does not matter. To the IRS. It's the custodial parent unless they release the dependent to the other parent by providing them with Form 8332.      the rules to claim a qualifying child 1) Must be a US citizen, resident alien or national or a resident of Canada or Mexico 2) Related to you - son. daughter. stepchild, eligible foster child, or a descendant of any of them; brother, sister, half-brother, half-sister, stepbrother, stepsister or a descendant of any of them. Adopted child if legally adopted or an individual lawfully placed with the taxpayer for legal adoption. Eligible foster child is one placed with the taxpayer by an authorized placement agency or by judgment decree or order of any court with jurisdiction. 3) Must be either: a) under 19 at the end of the year and younger than the taxpayer claiming or b) under 24 at the end of the year and a full-time student. A full-time student is one enrolled full-time in school (but not online or correspondence schools) during any part of 5 calendar months during the calendar year or took a full-time course of institutional on-farm training under the supervision of an accredited agency. 4) Same principal abode as you for more than ½ the tax year. Temporary absences are ignored.  5) Hasn’t provided over ½ their own support. Taxable or nontaxable scholarship payments are ignored in determining support. 6) Hasn’t filed a joint return – unless there is no tax liability. 7) If a qualifying child of more than one person, there are tie-breaker rules  

It would depend on your individual circumstances, such as filing status and how much you made.   Even if you didn’t receive a Form 1099, your cash income may still be taxable. The IRS requires you to report all of your earnings even if it’s not reported on a tax form.   In general, you are required to file a tax return if your total income (including cash) exceeds the standard deduction.  The standard deduction is based on your filing status.   The standard deductions for 2025 are: $15,750 for Single/Married Filing Separately, $31,500 for Married Filing Jointly/Qualifying Widow(er), and $23,625 for Head of Household, with additional amounts available for seniors (65+) or the blind. For additional information, please click here for  What's my standard deduction for 2025?   In general, if you are required to file a tax return, you would report the cash that you were paid as self-employment income in TurboTax under Wages & Income and under self-employment income. For additional information on how to report your self-employment income click here for additional information on How do I report income from self-employment? Click here for Reporting Self-Employment Business Income and Deductions   Click here for information on The Self-Employment Tax Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.