First, you have to meet all the qualifications, or else TurboTax will not show you the screen for the Oregon Medical Expense Subtractions (nor should it).
These qualifications are:
- You (or your spouse) must be the age of 66 before the end of the tax year (in the case of tax year 2025 - December 31, 2025)
- Your federal AGI wasn’t more than $200,000 ($100,000 if your filing status is single or married filing separately)
- You or your spouse has medical expenses (but does not apply to dependents)
If your return meets all three of these conditions, then TurboTax will show you on the screen "Here's the income that Oregon handles differently" the subheading, "Medical".
The line "Oregon Medical Expense Subtraction" is under Medical. Yes, it says "Medical Expense Subtraction", not "Special Oregon Medical Expense".
Clicking on Start (or whatever the button says) for "Oregon Medical Expense Subtraction" will show you a screen that will show the total of the medical expenses that you listed on the federal return, and ask you to allocate the expenses to each spouse, per Oregon law. You can read more about this on page 83 and following in Oregon Publication OR-17, which is an update to Oregon tax law.
Once you enter the allocated medical expenses, the special medical expenses will appear with code 351 in Section B on form OR-ASC.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
