If I have Medicare Plan D deducted from my bank account, not straight from my benefit per se, do I still deduct the amount under the Form SSA-1099 where it asks about D?

[JulieH1 · Accepted solution]

There are two places you can enter the Medicare premiums in TurboTax.  First, when you enter your SSA-1099 to report your social security benefits, you'll see entry boxes for the various Medicare types.  When you enter your premiums on this page, TurboTax will automatically carry them to the itemized deduction section for inclusion with Medical Expenses.

You can also enter your Medicare premiums directly on the Medical Expense screens for itemized deductions -- along with any other qualified medical expenses -- by clicking on Federal Taxes, then Deductions & Credits, then scroll down to Medical and click on Medical Expenses.  Follow the prompts and enter the premiums in the Medical Insurance Premiums box.

Use one entry area or the other, but not both.  Otherwise, they'll wind up duplicated. [edited 4/6/17]

If you are really using TurboTax Free, you cannot itemize deductions so you should enter in with your SSA-1099 but you will not get any benefit from them unless you itemize.  Once you enter everything, you may need to upgrade to Delux to get the deduction for medical expenses.