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.
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.
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:
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.
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.
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.
Hi,
I have an HSA and paid for all medical expenses through HSA. Per instructions I did not enter medical deductions in my federal since I paid for them with my HSA. I’m also doing the standard deduction rather than itemized. Additionally my HSA is post 2011 so the pre-2011 adjustments in the WI return do not apply. Should I be entering 0 for Schedule I: Part II, Line 1a, Col II in the WI return given this?
"Should I be entering 0 for Schedule I: Part II, Line 1a, Col II in the WI return " - were you thinking of doing this in Forms mode? I would prefer that you do as little as possible in Forms mode.
In the Wisconsin interview, you will see the following screen (this is from the desktop product, the Online screen may vary). Since you did not have an HSA before 2011, you should enter zero here.
When you enter zero here and then Continue, you won't see any additional screens asking questions about your use of the HSA since 2010. Then your Wisconsin Schedule I will be happily devoid of HSA entries except for the occasional zero.
See if this works for you.
Hi,
I can confirm I already have zero entered to the question in the screenshot you have shown. The issue comes up when I check my return. Below are screenshots so you can see what is being requested. It seems like it’s asking me to update form.
If the input will not accept a zero (which is the correct answer if you had no medical expenses) then you can try entering 0.01 which is the same as a zero for tax purposes.
This prompt asks whether there should be an adjustment for an HSA you may have had prior to 2011. If you didn't have an HSA in those years, enter 0. If you did have a HSA in those years, enter any balance of your HSA as of December 31, 2010 less amounts distributed in 2011-2023. You may have accidently skipped the screen, Adjustments for Pre-2011 Contributions, when completing your Wisconsin return.
Per the Wisconsin Schedule I instructions, Wisconsin follows the federal treatment of distributions from an HSA for 2011-2024. However, if a portion of your distribution was allocated to the balance in your HSA as of December 31, 2010, you may be able to treat all or part of the distribution as a medical expense.