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March 2, 2025
Question

When getting to the final stage to file, I'm hit with the prompt to upgrade to TurboTax Deluxe due to an additional Medicare Tax Form. But I don't have this form?

  • March 2, 2025
  • 1 reply
  • 0 views
It's not clear to me where/when this form was added. I did not add it myself.

    1 reply

    SusanY1
    March 9, 2025

    This form is added when the Medicare wages on your return exceeds certain thresholds that trigger the tax.  For married taxpayers filing a joint return this is $250,000.  For single, head of 

    household, and qualifying surviving spouse it is $200,00, and for married taxpayers filing separate returns it is $125,000.  

     

    For more on this topic see IRS Topic no. 560.

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