topic If it’s saying I filed form 8959 but didn’t, how can I fix this? Requiring me to purchase deluxe but I feel that’s unnecessary. in Retirement tax questions

If it’s saying I filed form 8959 but didn’t, how can I fix this? Requiring me to purchase deluxe but I feel that’s unnecessary.

bkramer4190 — Wed, 04 Feb 2026 18:44:23 GMT

I went to finalize my filing and it popped up saying it can’t file because I don’t have a simple return and filed form 8959, which I wasn’t aware of… really strange. When I looked up what it is, it showed income limits way over mine, filing Medicare taxes that were high or putting wrong info in forms but I double checked and it’s all correct. Just really confused because this is the first time this is happening.

Re: If it’s saying I filed form 8959 but didn’t, how can I fix this? Requiring me to purchase deluxe but I feel that’s unnecessary.

DoninGA — Wed, 04 Feb 2026 18:45:53 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: If it’s saying I filed form 8959 but didn’t, how can I fix this? Requiring me to purchase deluxe but I feel that’s unnecessary.

VolvoGirl — Wed, 04 Feb 2026 18:46:15 GMT

Try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less.