Yardley CPA Posted February 24, 2016 Report Posted February 24, 2016 Client works as a teacher at a school district in New Jersey. W2 reflects Medicare Wages of $53,943 with only $782 of Medicare Tax Withheld. Form 8959 was included with the return and added additional Medicare Tax. Just wondering if anyone knows why this would be? I plan on asking the client to find out but didn't know if there was something common here that I am unaware of? Quote
jklcpa Posted February 25, 2016 Report Posted February 25, 2016 Any SE income of the taxpayer or spouse, tips, or spouse's tips or medicare wages when combined with taxpayer exceed the limit? Quote
Jack from Ohio Posted February 25, 2016 Report Posted February 25, 2016 Poorly trained payroll clerk at the school... Quote
jklcpa Posted February 25, 2016 Report Posted February 25, 2016 If the medicare wages on the W-2 are reported correctly, then the withholding is the correct amount. Yardley didn't tell us what else is on the return that might be causing the 8959 to be included, so it's a guessing game at this point with the information that we were provided. Quote
jklcpa Posted February 25, 2016 Report Posted February 25, 2016 1 hour ago, Yardley CPA said: Just wondering if anyone knows why this would be? Yardley, read under "Who Must File" to see if anything else on the return is causing the 8959 to be included. Quote
TAXMAN Posted February 25, 2016 Report Posted February 25, 2016 I have seen this form kick in if the withholding for MT was a $1.00 more than it should have been even where only one w-2 was involved and way under the filing threshold for the amounts. Anyone else see this happen? Quote
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