Question

Why doesn't Turbo Tax give my Wisconsin return a credit for medical insurance premiums on Form 1, line 11?

Forum|Forum|6 years ago
April 3, 2020
3 replies
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TurboTax Premier Online

I can't see your return, but it is likely that your medical insurance premiums are not taken as a subtraction on Form 1 because they are pre-tax at the federal level (which carries over to Wisconsin).

Wisconsin says,

"The following amounts may not be included in the subtraction for medical care insurance:

• Insurance premiums paid by an employer, including amounts paid by you through payroll deductions, unless the premiums are included as wages in box 1 of your Form W-2

• The amount of employer-provided medical insurance that is identified on your W-2 in Box 12 with Code DD

• Medical care insurance premiums that are deducted pre-tax"

See Form 1 Instructions for line 11.

Does that cover your situation?

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C

ceckers

This is also happening for me with my Wisconsin return for 2022. There was a credit on my last year's return of $5,776 for item 6 on form 1, Medical Care Insurance. However, even though I entered the amount we paid in 2022 there is no entry listed on my Wisconsin Form 1 for Medical care insurance. This is really frustrating to see.

B

BrittanyS

Does your federal return reflect a premium tax credit? Per the Wisconsin DOR, "The subtraction for the amount paid for medical care insurance does not include any premium paid with the advance federal premium tax credit. When the federal premium tax credit is reconciled on the federal income tax return for the year, you must also reduce your Wisconsin subtraction for medical care insurance for that same year by the amount of any additional premium tax credit you were allowed on the federal return. If you were required to repay all or a portion of the advance federal premium tax credit, you might increase your subtraction for medical care insurance by the amount you were required to repay."

If your federal return shows a premium tax credit and you enter your medical care insurance, the difference may be reducing the credit to $0. You can review the calculations in TurboTax Desktop by following these steps:

Click Forms on the Upper Right Panel
Scroll down to Wisconsin
Review Wisconsin Form

To view In TurboTax Online, follow these steps:

Click Tax Tool on the left-side panel
Click Tools
Click Tax Summary
Click WI Tax Summary

If the premium tax credit does not apply to your return and the calculations from the forms do not show the issue, please respond back to this thread.

@ceckers

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J

jfvlazny

I am retired, pay for medicare and for supplemental insurance all of which I enter when preparing my fed 1040. I noticed however that when I finished with my WI taxes and looked at form view, specifically the Schedule SB form, that my medical insurance premiums had not been deducted. I had to add them manually. Adding them increased my refund by $300. I usually accept the Turbotax output for WI but will be checking from now on. I work on taxes for a large accounting firm, different tax software, and we encourage the clients to provide all medical expenses but especially medical insurance premiums as they are deductible for WI. Obviously there will be some differences for self employed but for regular tax payers they should see a deduction on their WI SB form. I checked my 2020 return and my medical premiums weren't taken off costing me $X....I will check from now on.

Continues in 2022

We can't duplicate your error. Can you please share your file with us? We will receive a sanitized version without any personal information that we can use to further investigate this issue.

Please follow these instructions to generate a six digit code and then share it here-

TurboTax Online
1. Sign into your online account.
2. Locate the Tax Tools on the left hand side of the screen.
3. A Drop down will appear. Click on Share my file with agent.
5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated onto a response.

TurboTax Desktop
1. Click into your return.
2. Click Online and select "Send Tax File to Agent".
3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
4. Please provide the Token Number that was generated onto a response.

@rmw1

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C

ceckers

Okay, one more time...I finally figured out the problem with our health insurance not populating to our Wisconsin taxes. Even though I entered this amount on my federal return under medical insurance, it does not populate on its own into the state return (at least this is the case for the download version.) Under the Wisconsin tax section, there is a section that states "Here is the income that Wisconsin handles differently". In the blue section, there is a place click to add in your medical insurance (even though I already had, it does not pull in to the state return.) Wow...that was crazy. I know it pulled in last year and I didn't have to enter it separately, but I used the online version, not the download. I will be using online version next year. Bye, bye to the download.

HopeS

Yes, Wisconsin has its own rules on standard deductions and certain itemizations allowed. You earned a tax credit on medical expenses for example that you may or may not have qualified for on your Federal return.

Below is additional helpful information from the Wisconsin Department of Revenue:

Medical Care Insurance on the Itemized Deduction Credit

@ceckers

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