topic How does Turbo Tax allocate medical deductions between spouses for the Ohio Joint Filing Credit? Is there a data entry required somewhere? in Get your taxes done using TurboTax

How does Turbo Tax allocate medical deductions between spouses for the Ohio Joint Filing Credit? Is there a data entry required somewhere?

blakelkg — Wed, 05 Jun 2019 19:03:11 GMT

Yes, there is a place to enter your allocation of medical...

Hal_Al — Wed, 05 Jun 2019 19:03:13 GMT

Yes, there is a place to enter your allocation of medical expenses. It comes up automatically, in the Ohio interview*. To get back there: At the screen titled "Take a look at Ohio Credits and Taxes", click edit next to joint filing credit.

How much do you allocate to each spouse? There is no hard and fast rule on how you allocate the amounts between the spouses.

If it's clear who paid it, e.g. it was deducted from one spouse's pay, allocate it all to him
You can split it 50-50.
You can put it all to the higher earning spouse.
I proportion mine by percentage of income, e.g. if the wife earns 40% of the income, allocate 40% of the adjustments to her.

*If your medical expenses do not exceed 7-1/2% of your federal AGI, you will get the medical adjustment box.

As I understand the OH requirements -- it is a duplicat...

pk — Wed, 05 Jun 2019 19:03:16 GMT

As I understand the OH requirements -- it is a duplicate of the Federal medical deductions i.e. total unreimbursed medical / out-of-pocket expenses less 7.5% of AGI. Therefore I do not understand the allocation between spouses question. Are you filing as MFS for Federal and doing MFJ for OH or the other way around ?

Any allocation of the eligible expenses is done you ( i.e. you enter the data). TurboTax has no way of knowing how it should be done.

Am I missing your question ?