Common questions on Form 8959 in Lacerte

Below, you'll find information about Form 8959, Additional Medicare Tax, in Lacerte.

How do I generate Form 8959?

To generate Form 8959:

1. Go to Screen 10, Wages, Salaries, Tips.
2. In the grid, enter any Medicare Wages.
3. If you have any foreign wages, do the following:
   1. Go to Screen 31.2, Foreign Income Exclusion (2555).
   2. Scroll down to the Foreign Wages section.
   3. Enter the (5) Medicare wages and tips field.

Who should file Form 8959?

This tax only applies to any medicare wages, RRTA, or SE income above the following thresholds. Per the IRS Instructions for Form 8959:

Threshold Amounts for Additional Medicare Tax