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Level 2
posted Mar 12, 2023 12:36:54 PM

My wife has not yet started collecting social security but has been paying Medicare part B and D. Is that deductible somewhere?

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2 Replies
Expert Alumni
Mar 12, 2023 12:56:23 PM

Yes.  Premiums for Medicare programs—Part B (supplemental medical insurance), Part C (Medicare Advantage), and Part D (voluntary prescription drug insurance)—are deductible.

 

To deduct unreimbursed, out-of-pocket medical, dental, and vision costs on your federal return:

 

  • You must take the itemized deduction;
  • The expenses for you, your jointly-filing spouse, and your dependent(s) must exceed 7.5% of your adjusted gross income (AGI); and
  • Only the portion above and beyond 7.5% of your AGI is deductible.

If you do itemize, they are deductible on Schedule A.   To enter the expenses on Schedule A in TurboTax, 

 

  • With your return open, search for Schedule A and then select the Jump to link in the search results
  • Enter your medical expenses, starting with prescriptions, on the following screens.
  • You will come to a screen that asks about insurance premiums

 

What kinds of medical expenses are deductible?

 

Where do I enter my medical expenses?

Level 2
Mar 15, 2023 12:39:31 PM

Thanks for your quick reply