The site incorrectly says I have a Form 8959. Because of that incorrect assertion, it also says I need to upgrade to Deluxe. How do I fix it?

[dcamillus]

8959 is "Additional Medicare Tax" which doesn't apply to me.

[GabiU]

Try deleting the form: How do I view and delete forms in TurboTax Online? 

[dcamillus]

That didn't do anything. It told me the document was deleted, but then I checked again and it was already back. I even tried the button that clears everything and starts over. I verified that then the document was not available to delete. Once I entered my W2, it came back again. I found someone else online who suggested the W2 entry fields were broken and it worked for them after they removed the cents from their entries. I tried that too and it didn't work for me either.

[AmyC]

If your Medicare wages exceed $200k or $250k MFJ, the form generates. Check box 5 of your w2. Maybe a typo, a decimal in the wrong spot, something is forcing the 8959 to stay after being deleted.

If you have multiple w2 forms, make sure you didn't go over the limit. Check all box 5 amounts and add them up.

The 8959 regenerates when it feels it is needed. Your w2 is triggering it. For the cents trick to work, every number on the w2 must be rounded to the nearest whole dollar. A k-1 or other self-employment can also be pushing you over the top. 

Finally, a full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).

For stuck information follow these steps:

Desktop version: 

1. Delete the form
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.

Online version:

1. Delete the form/ worksheet- if possible, see How to Delete  
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again.

[dcamillus]

That's not it. I am confident the error is in the software. I manually entered my only w-2. I am married, filing jointly, and I quadruple checked that the box 5 value was correct, and well under 250k. I cleared my cache, and even started my whole TurboTax process over again. That got rid of the 8959 until I re-entered and re-checked my w-2. Everything else in my TurboTax results matched up with what I ended up getting with the IRS free forms. Everything but the $256 of extra withholding that showed up incorrectly because of the 8959.

[DianeW777]

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools.
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent.
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax Desktop for Windows
2. Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
   • Enter your email used for TurboTax > Enter your code > Send
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.
   • *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')

We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.