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You can only claim medical expenses for which you actually paid. Being billed does not qualify for a deduction, only the actual amount paid.
Note: Please be sure to enter your 1099-R form into TurboTax exactly as it appears and answer follow up questions. If you took out the money before you reached age 59 1/2, you may have to pay additional 10%penalty. However, medical expenses qualify for an exception to the 10% penalty. You will be asked about the exceptions in the interview.
- Federal Taxes
- Wages and Income
- Scroll down to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
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