jmaxgross
New Member

Form 8959 and 1040 show different W2 amounts - employer overwithheld medicare tax

Just finished up and trying to file but noticed that form 8959 is using a different W2 number than form 1040.

 

Based on W2 income, I would expect that the .09% bump (over 250K for married jointly) would be based on that 1040 line 1. If my employer collected the additional tax over 200K, but my joint earnings were NOT over 250K, I should get a credit for that difference. From 8959 should come out with a negative number.

 

If my understanding is correct, it should be using the same amount for form 8959 (line 1) and 1040 (line1).

 

I'm actually getting a COMPLETELY DIFFERENT W2 amount on each form, and no trackback to where 8959 is pulling from, as it's 20K higher than 1040.