Why no Medicare tax form 8959

[Samhome]

Employer withheld the 0.9% Additional Medicare Tax, but wages do NOT exceed the threshold for our filing status. I believe Turbotax detected the excess tax because it asked me to verify the Medicare wage and tax figures, so why didn't it generate a form 8959?

[Samhome]

I am pretty confident this is a software bug. Tested with imported W2s, and got no prompt to verify info and no 8959. Tested manually entered W2s, and got prompted to verify medicare figures, but got no 8959. Interestingly, went back and added $500 to the medicare tax withheld and got no prompt to verify, and still no 8959. Tested with both sets of W2 figures combined on one fake manually entered W2, and the 8959 generated successfully, but that would not stand up to an IRS electronic audit. Humph. Now I can't get Turbo to generate a 1040X for me to get back the extra funds because none of my figures have actually changed! Double humph.

[Vanessa A · Accepted solution]

You can give the phone people a call to see if they can give you some help with finding a workaround to correct the problem.  You can do this at 800-4INTUIT.  

I was able to reproduce your issue and what is happening is that the form is being populated in the background and using the desktop program, the form can be searched for in forms mode and viewed.  The numbers on form 8595 are accurate but the form is not linking to the form 1040.  We have sent this to be investigated further, but there would not be any fix that is released for this filing season.

[Samhome]

Thanks for your reply. Given your comment about "in the background" I went looking harder in Turbo. I had been in forms mode many times, but I never expected the "open form" button would have any forms that contained my information unless they were included in the list of forms pertinent to my return. I wish I had seen that populated copy of 8959 in the back before I spent many hours researching the topic because I thought I must be making a mistake or missing something. At least now I feel validated, but I still have to generate and file a 1040X, and probably wait 6 or 9 months for the refund. I appreciate your explanation.