Get Form 8959

Form 8959 is used to calculate the Additional Medicare Tax you may owe, as well as the tax withheld by your employer. This guide provides clear, step-by-step instructions for filling out the form online to ensure accurate reporting.

Follow the steps to complete Form 8959 online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering your name and social security number at the top of the form. Ensure the information matches your tax return.
3. In Part I, report your Medicare wages from box 5 of your Form W-2. If you have multiple W-2s, total the amounts.
4. Continue in Part I by entering any unreported tips as indicated on Form 4137 and additional wages from Form 8919 if applicable.
5. Calculate the Additional Medicare Tax owed on your total wages as specified in the form.
6. Proceed to Part II if applicable, reporting any self-employment income as instructed. Combine amounts as necessary.
7. Calculate the Additional Medicare Tax on your self-employment income.
8. If you or your spouse received railroad retirement compensation, complete Part III based on your total compensation and follow the calculation for Additional Medicare Tax.
9. In Part IV, calculate the total Additional Medicare Tax by adding amounts from previous parts.
10. Finally, use Part V to reconcile the amount of Additional Medicare Tax withheld by your employer as reported on your W-2 forms.
11. Review all entries for accuracy, then save your changes, download, print, or share the completed Form 8959 as needed.

Complete your Form 8959 online today for accurate tax reporting.