Financial Accounting I

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Additional medicare tax

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Financial Accounting I

Definition

The Additional Medicare Tax is a tax imposed on high-income earners to help fund Medicare. It applies to wages, self-employment income, and railroad retirement (RRTA) compensation above certain thresholds.

5 Must Know Facts For Your Next Test

  1. The Additional Medicare Tax rate is 0.9%.
  2. The threshold for the tax differs based on filing status: $250,000 for married couples filing jointly, $200,000 for single filers, and $125,000 for married individuals filing separately.
  3. Employers are required to withhold the Additional Medicare Tax from wages exceeding $200,000 in a calendar year.
  4. Self-employed individuals must include this tax when calculating their estimated taxes.
  5. Unlike regular Medicare tax, there is no employer match for the Additional Medicare Tax.

Review Questions

  • What is the rate of the Additional Medicare Tax?
  • At what income level does an employer start withholding the Additional Medicare Tax?
  • Is there an employer match for the Additional Medicare Tax?
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