I have a simple return and when I get to the file stage, it wants me to upgrade to Deluxe before I can file but I do not have Additional Medicare Tax (Form 8959).

[JohnB5677]

Please clarify your question.

• What is your total income?
• Do you have a Schedule C business return?
• Do you have multiple W-2s?
• Did you post box 6 on all W-2s correctly?

TurboTax does not add a Form 8959 for nothing.

Please contact us again to provide some additional details. 

[jjstamps44]

Thanks for your quick reply. I only have one W-2. I entered the medicare tax withheld box 6 correctly as 2202.19. I do not  Actually, TurboTax filled it in automatically and I reviewed it. I do not have an Additional Medicare Tax (Form 8959) nor do I require one. It just pulled that out of the blue when I got to the File stage. I've already wasted 2 hours, ugh! And if I don't click the upgrade for $79 button, I can't actually file. It's trying to force me to pay and I have a very simple return that meets all the criteria. How do I get past that page to actually file when it gives an incorrect prompt like that?

[jjstamps44]

I also went in and tried to delete form 8959 using the tools in turbotax and it still is trying to make me upgrade in order to file. please advise.

[ThomasM125]

Based on your Medicare tax, your Medicare wages are $151,862. If you are filing married-separate, you would be subject to the additional Medicare tax on income at that level. Otherwise, I suggest you delete you W-2 entry and see if the Form 8959 disappears, then re-enter it.

 To view the forms in your program:

1. Choose the Tax Tools option on your left menu bar while working on your return

2. Choose Tools

3. Choose the Delete a form option under Other Helpful links