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@nelsonsylvia You received a refund but it was reduced by $600?  That sounds like it might be a recovery rebate mix up.

 

 

Did you enter  ALL of the stimulus money that you had already received correctly in the recovery rebate credit section when you prepared your 2020 return?  The IRS cross checks and if you did not enter all of the money you received, they recalculate your refund.

 

The IRS will send you a letter explaining why they reduced your refund.

 

 

As for your medical expenses----did you have enough itemized deductions to  exceed your standard deduction?   If you did not then your medical expenses had no effect.  Look on line 12 of your Form 1040----does it show your standard deduction or an amount for itemized deductions?

 

It is very hard to to have enough medical expenses to make a difference--and also hard to have enough itemized deductions to change your refund or tax due.

 

2020 Standard Deduction Amounts

 

Single $12,400   (+ $1650 65 or older)

Married Filing Separate  $12,400   (+ $1300 if 65 or older)

Married Filing Jointly $24,800   (+ $1300 for each spouse 65 or older)

Head of Household $18,650  (+ $1650 for 65 or older)

 

 

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.   (This is on line 11 of your 2020 Form 1040)  You should only enter the amount that you paid in 2020—do not include any amounts that were covered by insurance or that are still outstanding.  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.

To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**