Deductions & credits

Hi Critter.  I hope you do a better job of understanding the needs of your clients than you have done re my question.

 

I do not want any new or different 1095-A issued.  The 1095-A is correct.  It should not be changed.

 

The disconnect comes when someone (Say...TurboTax, or a misinformed tax advisor...) assumes that everything on a 1095-A is a deductible expense for the year of the 1095-A.

 

I think the IRS is pretty clear that a medical expense is deductible in the year in which it is paid, not the year in which the service is provided.

 

Just because a mistake is not caught by the IRS does not necessarily mean that the mistake has not been made.