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zak1bud3k
New Member

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?

 
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6 Replies

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?

Look at your entries for the W-2.  Is the amount shown in box 6 exactly 1.45% of the amount in box 5 for Medicare taxes?

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?

Additionally, is your 2023 AGI on Form 1040 Line 11 -

Married Filing Jointly $250,000 or more

Married Filing Separately $125,000 or more

Single or Head of Household $200,000 or more

dmertz
Level 15

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?

If you are married filing jointly, make sure that each W-2 entered is tagged as belonging to the correct spouse.

zak1bud3k
New Member

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?

Yes, both my wife and my tax return amounts are 1.45% of our Medicare wages.

zak1bud3k
New Member

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?

I find it strange to have a 200k limit for single, yet you can only add 50k to it when filing jointly.  Should be double of what is required for single when filing jointly.  Seems illegal.

Turbotax is incorrectly making me upgrade to Deluxe claiming I have too much medicare tax form 8959. Anyone else getting this big mistake?


@zak1bud3k wrote:

I find it strange to have a 200k limit for single, yet you can only add 50k to it when filing jointly.  Should be double of what is required for single when filing jointly.  Seems illegal.


Congress writes the tax code so only Congress can change the tax code.

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