What is Schedule I: Part II, Line 1a, Col II that needs to be filled in for WI state returns? TurboTax won't take me back to that section and just wants me to enter it.

Forum|Forum|2 years ago
January 28, 2024
1 reply
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TT says this is required, but provides zero information now that I'm through their sections. It won't take me back into their flow to review it. Absolutely horrible design.

TurboTax Deluxe Online

DianeW777

The Schedule I can be reviewed by clicking the link, to show the Medical Expense Deduction being referred to.

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:

TurboTax Online:

Go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax CD/Download:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

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MintyMood

I’m also having this same issue. WI state returns. I’m able to go back through and re-review the WI questions but I don’t see anything asking for medical deductions, so I’m not sure how to proceed.

DawnC

Employee

Medical expenses get entered on the federal section. TurboTax will automatically transfer all of your federal data to your state return. Enter all of your medical expenses in the federal section. Medical, dental, and vision expenses are reported on Schedule A and entered in the Deductions & Credits section.

With your return open, search for Schedule A and then select the Jump to link in the search results.
Enter your medical expenses, starting with prescriptions, on the following screens.

@MintyMood

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