something just doesn't make sense.... let's assume the following:
- SS is $17,000 and $2,000 in part B-D medical expenses, so the net payments are $15,000-. Pension is $17,000
assisted living expenses (all tax deductible) are $31,000
which leaves around $1,000 in cash left over.
therefore: SS is not taxable (but part B-D medical expenses are still deductible) and total medical expenses are $33,000
medical deduction is the part that exceeds 7.25% of the $17,000 or -$31,725 which leaves AGI at less than zero ($17000 - 31725) so no tax is due.
are you sure you have correctly loaded the income?
also, did you correctly load the SS as the medicare Part B-D expenses are also tax deductible , so important to list those expenses as well.
I used the desktop version to confirm this. if you want to provide the real SS and pension numbers I can run that through Desktop as well
