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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8959
for the current year.
IRS Form 8959 Additional Medicare Tax
What Is IRS Form 8959?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8959?A: IRS Form 8959 is used to calculate and report additional Medicare tax.
Q: Who is required to file IRS Form 8959?A: Individuals who have earned income above certain thresholds are required to file IRS Form 8959.
Q: What is the purpose of IRS Form 8959?A: The purpose of IRS Form 8959 is to calculate and report the additional Medicare tax that may be owed by the taxpayer.
Q: What is the additional Medicare tax?A: Additional Medicare tax is an extra tax on certain types of earned income to help fund Medicare.
Q: What is the income threshold for additional Medicare tax?A: For 2021, the income threshold for additional Medicare tax is $200,000 for individuals and $250,000 for married couples filing jointly.
Q: How do I file IRS Form 8959?A: IRS Form 8959 can be filed along with your annual tax return, usually Form 1040.
Q: Are there any exceptions to the additional Medicare tax?A: There are certain exceptions and exclusions that may apply to the additional Medicare tax. It's best to consult the instructions for IRS Form 8959 or a tax professional for more information.
Q: What happens if I don't file IRS Form 8959?A: If you are required to file IRS Form 8959 and fail to do so, you may be subject to penalties and interest on the additional Medicare tax owed.
Q: Can I claim a refund of the additional Medicare tax?A: Yes, if you overpaid the additional Medicare tax, you may be eligible for a refund. This can be claimed on your annual tax return.
Form Details:
- A 1-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8959 through the link below or browse more documents in our library of IRS Forms.
