Skip to main content
January 14, 2023
Solved

State of Massachusetts does not show my medical deduction

  • January 14, 2023
  • 1 reply
  • 0 views

My medical deduction does not carry forward on my State return

    Best answer by DoninGA

    The medical expense reported on the federal tax return will not flow to the MA state tax return if you used the Standard Deduction on your federal tax return.  Look at your federal tax return Form 1040 Line 12.

     

    Standard deductions for 2022

    • Single - $12,950 add $1,750 if age 65 or older
    • Married Filing Separately - $12,950 add $1,400 if age 65 or older
    • Married Filing Jointly - $25,900 add $1,400 for each spouse age 65 or older
    • Head of Household - $19,400 add $1,750 if age 65 or older

     

    For 2022, if you itemize on U.S. Schedule A (Line 4) and have medical/dental expenses greater than 7.5% of federal AGI, you may claim a medical and dental exemption in Massachusetts equal to the amount you reported on U.S. Schedule A, line 4

    1 reply

    DoninGA
    DoninGAAnswer
    Employee
    January 14, 2023

    The medical expense reported on the federal tax return will not flow to the MA state tax return if you used the Standard Deduction on your federal tax return.  Look at your federal tax return Form 1040 Line 12.

     

    Standard deductions for 2022

    • Single - $12,950 add $1,750 if age 65 or older
    • Married Filing Separately - $12,950 add $1,400 if age 65 or older
    • Married Filing Jointly - $25,900 add $1,400 for each spouse age 65 or older
    • Head of Household - $19,400 add $1,750 if age 65 or older

     

    For 2022, if you itemize on U.S. Schedule A (Line 4) and have medical/dental expenses greater than 7.5% of federal AGI, you may claim a medical and dental exemption in Massachusetts equal to the amount you reported on U.S. Schedule A, line 4

    February 22, 2025

    Is this true for MA 2024 returns?

    February 24, 2025

    If you claimed Medical Expenses on your Federal return, and used Itemized Deductions, you can claim an equal amount in Massachusetts.

     

    Here's more info on MA Medical-Related Deductions.

     

    @ndashiells