Article: 50201

Overview

Form 8959, Additional Medicare Tax, is used when a taxpayer is subject to the Additional Medicare Tax on wages, compensation, or self-employment income that exceeds certain threshold amounts.

Form 8960, Net Investment Income Tax (NIIT), is used to calculate the 3.8% tax on certain net investment income for individuals, estates, and trusts whose income exceeds specific threshold amounts.

Add Form 8959/8960

To add the Form 8959 and Form 8960:

1. Go to Federal Taxes.
2. Click Review.
3. Click I’d like to see the forms I’ve filled out or search for a form.
4. Enter Form 8960 in the search box and click on Form 8960 – Net Investment Income Tax / 8959 Additional Medicare Tax to add and open the form.
   • For Form 8960, fill out the top portion of the form
   • For Form 8959, fill out the bottom portion of the form
5. Enter your information and click Save.

Further Information

• See About Form 8960 and Instructions for Form 8960 for more information on Form 8960.
• See About Form 8959 and Instructions for Form 8959 for more information on Form 8959.