Cannot add itemized Medical Expenses

Forum|Forum|2 years ago
April 9, 2024
2 replies
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The State of California form says that even if I chose the "Standard deduction" on my Federal form, I can still itemize deductions for medical expenses. I've looked through the forum to see how to do this and it seems that the answer was to unselect the "standard deduction" option and go in to "Medical Expenses" and add my itemized list. However, when I return to the Medical Expenses Deduction portion all I get is a questionaire about High Deductible Plans and then told what my expenses are without being able to enter any. What am I doing wrong?

Best answer by DawnC

I think I resolved the issue. If I have less than 6.000ish of Medical expenses it gives me some sort of "standard" amount based on the info from my 1095-A....at least that's the best I could figure it out. I also took the program off "Kid Mode" and entered the numbers in to the form directly and there was no change. Fair enough. I know I tried. Thanks all!

Go to Forms Mode and scroll to the Info Wks page and select it. Scroll down to Part VI. Under Standard Deduction/Itemized Deductions, put an X in the first box.

Bsch4477

Employee

In the federal section of the program itemize all of your expenses as though you were going to itemize for federal. TurboTax will then choose your standard deduction for federal if better for you and will choose the itemized deduction for your state return if better.

citizenmarvAuthor

I think my situation is a little more complicated than that. I've done what you and others on the forum have said, I have selected "Itemize Deductions" and went back to the deduction screen. Pressed "Visit All" here is what happens:

Screen 1: Do you have medical expenses in 2022? I select "Yes"

Screen 2: Tell us about the Health Related Accounts you had in 2023? I did not have an HSA or MSA, I had actual isurance that I bought at a State Marketplace. I select "None of the above" and "Continue"

Screen 3: What type of High Deductible Plan did you have on December 1st 2022? I didn't have a "High Deductible Plan" my deductibles are fairly low. I'm given the choice of "Family", "Self" or "None". I select "None"

Screen 4: This Year you get a tax break for your medical expenses. It gives me an amount and that is all. No opportunity to insert medical expenses. Click "Done"

Screen 5: This is what we have for your 1095-As: Lists the info I entered from my 1095-As. Click "Continue"

Screen 6: Looks like you have to pay back some of your health insurance discount. Shows amounts, click "Continue"

Screen 7: Back to Deductions main page

I'm assuming because I have to pay back that I'm not allowed to add any more expenses? Is that what's happening?

BillM223

Screen 1: Do you have medical expenses in 2022? I select "Yes"

OK.

Screen 4: This Year you get a tax break for your medical expenses. It gives me an amount and that is all. No opportunity to insert medical expenses. Click "Done"

What does the amount sound like? The sum of medical expenses you entered into Schedule A? The amount entered into Schedule A plus HSA distributions?

Screen 5: This is what we have for your 1095-As: Lists the info I entered from my 1095-As. Click "Continue"

OK.

Screen 6: Looks like you have to pay back some of your health insurance discount. Shows amounts, click "Continue"

I am assuming that this is referring to the Premium Tax Credit (form 8962). This generally happens that you owe if your annual family income was larger than you had estimated to the Marketplace people at the beginning of the year when you signed up for the marketplace insurance.

Screen 7: Back to Deductions main page

If you go back through the PTC (Premium Tax Credit page, then this is OK).

I'm assuming because I have to pay back that I'm not allowed to add any more expenses? Is that what's happening?

No, the PTC is not dependent on how much you paid in medical expenses, but in how much PTC the government paid on your behalf during the year, which is dependent on how much you earned during the year compared to what you estimated at the beginning of the year.

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