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jeff170
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Why is Turbo Tax forcing me to upgrade from the free version due to form 8959? The married filing jointly income threshold amount is $250K and we under $240K.

 
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Why is Turbo Tax forcing me to upgrade from the free version due to form 8959? The married filing jointly income threshold amount is $250K and we under $240K.

Go back to your W-2 and check the box 5 and box 6 entries.  The amount in box 6 cannot be more then 1.45% of the amount in box 5.  Even if it is $0.01 more than 1.45% of box 5, the program will require a form 8959.  If it is a few cents more then remove the amount of cents to remove the error.

 

Click on Federal on the left side of the online program screen

Click on Wages & Income

On the W-2 shown, click on the Edit/Add button.

 

If you have more than 1 W-2, check the entries on all the W-2's entered.

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