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Additional Medicare Tax not included on Form 1040 line 16 as federal withholding

Forum|Forum|6 years ago
December 7, 2019
5 replies
9 views

1. Client has over-withheld Medicare tax of $287.

2. Form 8959 reconciles this amount properly but the $287 does NOT flow to Form 1040, line 16 as the Form instructs.

Is Proseries aware of this error and do they intend to issue a patch?

ProSeries Professional

This topic has been closed for replies.

Best answer by rbynaker

I did one yesterday that worked correctly (well, $1 off due to rounding, but close enough). What are the numbers from the W-2(s) boxes 5 & 6?

T

Terry53029

Intuit Community Champion

I believe if you only have one employer, then you have to get it back from employer

abctax55

Level 15

HumanKind... Be Both

rbynakerAnswer

Level 13

I did one yesterday that worked correctly (well, $1 off due to rounding, but close enough). What are the numbers from the W-2(s) boxes 5 & 6?

M

Marc-TaxMan

Level 7

me too.

abctax55

Level 15

Is the over-withholding from just one W-2?

If so, that over-withholding has to refunded by the employer, not via the F 1040.

HumanKind... Be Both

sjrcpa

Level 15

Overwithheld Medicare or extra Medicare withholding because he is a high earner?

You're saying Form 8959 has $287 on Line 24 and this is not being included in federal withholding?

The more I know the more I don’t know.

K

kmccoyAuthor

Level 3

Single client has 2 W-2s from different employers, total Medicare wages are 191,394, total withholding is 3,062, should be 2,775. It is no doubt the employer's mistake but Form 8959 Line 24 shows $287. It is simply not carrying to the 1040 as Line 24 instructs: "also include his amount with federal withholding on Form 1040, line 16".

The form instructions say nothing about recovering from the employer, so I can only assume it should be recovered on the 1040 just like excess SS would be. Therefore I believe Proseries is not handling this correctly.

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