Retiree receiving Social security & pension worked for 2 months in 2017 as a contract employee/received 1099. How do medical expense write offs work for this situation?

[pcsavant]

Step mom has social security, pension and IRA income but worked for a couple months making 3K as a contract employee. She received 1099 from gov't, (test coordinator at public schools). She has medical deducted from her state of mich pension and she also has out of pocket expenses during the entire year. Trying to figure out how medical write off would apply for this situation? THANK YOU!!!!!!!!!!

[Marketstar · Accepted solution]

You can deduct unreimbursed medical /insurance expenses paid out of pocket if you itemize and the total expenses for you, your spouse, and your dependents exceed 7.5 % of your adjusted gross income.

The deduction is limited to the expenses above and beyond this amount.

On her pension, if the medical insurance is deducted after tax (rather than pre tax) she can deduct it. If she is not sure, she should contact her former employer or plan administrator.

To enter medical/insurance expenses:

·              Type in medical expenses the search box, top right of your screen, hit the Enter key

·              Click the jump to medical expenses link in the search results

·              Follow to prompts and online instructions