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piercede
New Member

Why is turbo tax telling me I need form 8959

To accurately complete your taxes, you need to upgrade to TurboTax Deluxe Why do I need to upgrade? You have Additional Medicare Tax (Form 8959). TurboTax does not cover this situation
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RachelW33
Expert Alumni

Why is turbo tax telling me I need form 8959

Form 8959, Additional Medicare Tax, is required when your Medicare wages reported in Box 5 of your W2, self-employment income, and/or railroad retirement income exceeds these thresholds:

 

  • Married Filing Joint: $250,000
  • Single, Head of Household or Qualifying Surviving Spouse: $200,000
  • Married Filing Separate, $125,000

If you exceed these thresholds, you will need to upgrade to TurboTax Online Deluxe or Premium as the free version does not contain this form. Please go here for a comparison of the TurboTax Online Products and what forms are included with each: TurboTax Online Product Comparison 

 

For more information please see IRS Instructions for Form 8959.


 

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