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New Member
posted Mar 2, 2025 12:50:58 PM

When getting to the final stage to file, I'm hit with the prompt to upgrade to TurboTax Deluxe due to an additional Medicare Tax Form. But I don't have this form?

It's not clear to me where/when this form was added. I did not add it myself.

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1 Replies
Expert Alumni
Mar 9, 2025 3:59:41 PM

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.