Medicare Premium Deductability

[kboles55]

On my SSA-1099SM I entered both the benefits paid in 2025 and deducted Medicare part B premiums.  When I entered itemized additional medical expenses insurance premium section indicated at my SSA-1099SM Medicare part b premiums paid was taken into account plus my itemized insurance amounts (Tricare, vision, dental etc.).  Originally I entered my SSA-1099SM Medicare part b premiums as an itemized medical expense.  This itemized medical section said my SSA-1099SM part b premiums was already taken into account.  So I deleted my SSA-1099SM Medicare part B premium amount but then my tax refund amount went down significantly.  So is my SSA-1099SM Medicare part b premium added to my itemized medical expenses for purposes of calculating my 7.5% limit or not? Right now it appears it's not.  If that is the case it appears I should delete it from my SSA-1099SM entry and include it in my itemized medical expenses. 

[DoninGA]

You can choose to enter the Medicare Part B premiums paid in the Medical Expense section or you can enter the premiums paid in the Social Security section, but not both.

[xmasbaby0]

If you receive Social Security benefits, your Medicare is deducted from your SS.   When you enter the SSA1099 for your Social Security, the amount paid for Medicare flows automatically to the medical expense section of the software, so do not enter it again.

If you paid any other out of pocket medical, vision, or dental insurance premiums that were not included in the amount shown on your SSA1099, those can be entered as itemized medical expenses.