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Level 1
April 15, 2026
Question

Why is a 8959 being added to my return when our income is below the 250,000.00 limit ?

  • April 15, 2026
  • 1 reply
  • 16 views
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1 reply

LenaH
Employee Tax Expert
Employee Tax Expert
April 17, 2026

Form 8959 is also required when your Medicare wages and tips on any one W-2 form is greater than $200,000, even if your total household income is below the $250,000 threshold.  Please see Form 8959 instructions for more information. 

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