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Common questions on Form 8959 in Lacerte

SOLVEDby Intuit10Updated May 23, 2023

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

Filing StatusThreshold Amount
Married filing jointly$250,000
Married filing separately$125,000
Single$200,000
Head of household$200,000
Qualifying surviving spouse$200,000

Starting in tax year 2022 the Qualified Widow(er) filing status has been renamed to Qualified Surviving Spouse on the federal income tax return. See IRS Pub. 501 for the qualifications.

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