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form 8959 glitch

form 8959 error
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1 Reply
CatinaT1
Employee Tax Expert

form 8959 glitch

Double check your entries for your W2s. You could have a Box 6 withholding error or misplaced decimal point in Box 5 (e.g., entering $50,000.00 as $500,000) will trigger the form.

  1. Go to Wages & Income and select Edit/Add next to your W-2.
  2. Check Box 5 and Box 6 for every W-2 entered.
  3. Ensure Box 6 is exactly 1.45% of Box 5. If it is off by a few cents (e.g., the W-2 shows $145.01 instead of $145.00), rounding it to the nearest dollar may remove the form requirement.

If the amount in Box 6 (Medicare tax withheld) is more than 1.45% of the amount in Box 5 (Medicare wages), TurboTax must generate Form 8959 to claim a refund of that overpayment. Even a discrepancy of $1 due to employer rounding can trigger this.

 

If your W2 entries are correct, delete the form:

  1. Select Tax Tools from the left menu, then Tools.
  2. Select Delete a form.
  3. Find Form 8959 and click Delete.
  4. Note: If the data in your W-2 still points to an overpayment, TurboTax will automatically re-generate the form during the final review.
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