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Why doesn't my refund change after I enter my medical expenses?

SOLVEDby TurboTax1004Updated January 27, 2024

It's probably because you're taking the standard deduction.

To get the medical expense deduction, the sum of all your itemized deductions (which also includes things like donations and property taxes) must exceed your standard deduction amount.

You're only allowed to deduct medical expenses that go above and beyond 7.5% of your adjusted gross income (AGI).

For example, let’s say Pat is filing a single return and is itemizing this year. Their AGI is $35,000 and they had $4,000 in medical bills during 2023. Pat can only deduct $1,375 of these expenses ($4,000 minus 7.5% of their AGI = $4,000 minus $2,625 = $1,375).

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