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Deductions & credits
Thank you DavidD66! I've been searching all over for this answer for before completing our TY2021 TurboTax inputs (married filing jointly). My wife and I each have our Medicare Part B premiums deducted from our individual US Civil Service Retirement System annuities. These premiums, plus those for our Kaiser-Parmanente (KP) Senior Advantage 2 health insurance, do show up correctly in block #5 of each of our 1099Rs. KP, however, returned most of the premiums in the form of direct deposits back to our bank account. Based on your 2020 answer, I believe that I should enter the total of these returned premium amounts on line 13a of the "Medical Expenses Worksheet" which will, in turn, reduce the amount line 1 of Schedule A . Is that correct? (Since we will end up with the standard deduction, I'm only concerned because the numbers will carry over into our California return for which itemized deductions are still the best option.)