topic Why does TurboTax keep adding form 8959 to our filing when we don't exceed the threshold? in Retirement tax questions

Why does TurboTax keep adding form 8959 to our filing when we don't exceed the threshold?

Mariapaz84 — Tue, 03 Feb 2026 19:51:00 GMT

We are filling jointly; TurboTax shows our combined income is less than $126,000.00, but continues adding form 8959 and not letting us file for free.

Re: Why does TurboTax keep adding form 8959 to our filing when we don't exceed the threshold?

DoninGA — Tue, 03 Feb 2026 19:56:57 GMT

You are seeing this because the amount of Medicare taxes withheld in box 6 is Not exactly 1.45% of the Medicare wages in box 5. Remove any cents for the Medicare wages and see if the upgrade message goes away.

OR -

Delete the w-2 and re-enter. Make sure the amount in box 6 is 1.45% or less of the amount in box 5.

Re: Why does TurboTax keep adding form 8959 to our filing when we don't exceed the threshold?

Mariapaz84 — Fri, 06 Feb 2026 16:22:20 GMT

I tried all of that. Did not work at all.

Re: Why does TurboTax keep adding form 8959 to our filing when we don't exceed the threshold?

DoninGA — Fri, 06 Feb 2026 16:24:30 GMT

@Mariapaz84 wrote:

I tried all of that. Did not work at all.

What is the amount in box 5 of your W-2? What is the amount in box 6 of your W-2?