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New Member
posted Dec 3, 2024 10:55:59 AM

Is there a way to get a detailed report from 2023 tax return for my itemized deductions?

I want to see what my medical deductions were for 2023 in detail

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1 Replies
Level 15
Dec 3, 2024 11:01:21 AM

Your Schedule A will show your itemized deductions; but it will only show a total for medical--it will not break them down by doctor office visits, surgery fees, dental expenses, etc.   Look beyond the Schedule A for a worksheet if you want to review the specific medical expenses you entered.

 

And...

MEDICAL EXPENSES

The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.