Get your taxes done using TurboTax

You have multiple questions.  I'll try to answer each one by one.

1- As a single person, can I claim the co-pay/deductibles of all my doctors' bills and medical procedures under" medical expenses" and ask for the itemized tax, not the standard one?

• Yes, it can be included in your 2024 Medical expenses.
• If the your Itemized deductions exceed the standard deduction ($14,600 for Single) the itemized deduction will be automatically taken.
• Medical expenses Limit:

2- I converted my "traditional IRA" account to the "Roth IRA" account as my former employer closed the traditional account. I already paid the tax for the traditional and again, I am paying tax for the Roth (which is ok). My question is how I can make sure that I am taxed for the difference rates of Roth and traditional and not again on the total and converted fund from traditional to Roth.

• I expect you had 20% withheld from your distribution.  That is you tax payment.  
• The ROTH conversion will calculate the tax that you owe.
• The withholding should offset the calculated tax obligation.
• This is not taxed twice.

3- Would claim the amount of money/tax I paid to the Roth account in 2024 help to reduce or increase my tax refund?

• The withholdings on your 1099-R will offset the amount of tax that you owe.  It will reduce the taxes you owe.

4.- So, I was working for a company in 2018 and had 401k (not sure if it was traditional or Roth but I guess it was traditional). I did not follow up with that account until 2024. Fidelity automatically closed my account and put the money in a Rollover IRA account. So, in 2024, I opened a new ROTH IRA and transferred money from Rollover to a Roth IRA. 

• There will be no tax on the initial rollover of the company 401-k to the Fidelity account.
• There will be a tax due on the conversion of the Fidelity IRA to the Roth

5.- So, do I need to pay tax for the entire Rollover IRA amount? How can I know my original account was traditional, Roth, or a mix of both?

• Most company 401-K are traditional.
• Did your wages show a decrease because of the 401-K
• Fidelity would confirm ahead of time that it was traditional.

6.- [[If you never were a resident of NY you will be taxed in your home state. You would not include it on the NY tax return.]]   Do you mean that I do not need to file a NY state tax form

• You will need to report the sale on your New York State return and pay any applicable taxes on the gain that exceeds the federal exclusion.
• If this was not your primary home you would report the sale on Form 1040, Schedule D (Capital Gains and Losses),