form-8959

What problem does it solve?

This skill automates the drafting of Form 8959 (Additional Medicare Tax) by consolidating inputs from W-2 Medicare wages (Box 5), Medicare tax withheld (Box 6), self-employment income via Schedule SE, RRTA compensation, and related scheduling. It guides the user through Parts I–V to produce an audit-grade draft ready for transcription into paper forms or tax software, including threshold logic and withholding reconciliation.

Core Features & Use Cases

• Line-by-line drafting: Generate Part I–V lines for Form 8959, including wage-based, SE-based, and RRTA-based calculations.
• Threshold-aware calculations: Apply filing-status thresholds and the single shared threshold logic when mixing wage and SE income.
• Withholding reconciliation: Compute and reconcile employer withholding against total Additional Medicare Tax to support Schedule 2 and Form 1040 Line 25c.
• Use cases: Solo high-wage earners, self-employed individuals with SE income, two-earner MFJ scenarios, and RRTA exposure.

Quick Start

Review inputs, verify threshold logic for your filing status, and generate a ready-to-file Form 8959 draft.