My husband paid his Medicare part B premiums out of pocket for three quarters prior to applying for SSI payments. Can these premiums be claimed.

mikeronda1 — Wed, 11 Feb 2026 03:48:59 GMT

Re: My husband paid his Medicare part B premiums out of pocket for three quarters prior to applyi...

MinhT1 — Sun, 11 Feb 2024 16:07:45 GMT

Yes. They can be deducted as medical expenses if you itemize your deductions.

You can claim all medical and dental bills, prescription drugs and health insurance premiums paid out-of-pocket as Medical Expenses in Schedule A - Itemized Deductions

For tax year 2023, Medical Expenses are subject to the 7.5% rule and you can only claim the excess over 7.5% of your Adjusted Gross Income.

Please note that Itemized Deductions will only benefit your taxes when they exceed your standard deduction.

For tax year 2023, standard deductions are:

$27,700 for married couples whose filing status is “married filing jointly” and surviving spouses;
$13,850 for singles and married couples whose filing status is “married filing separately”; and
$20,800 for taxpayers whose filing status is “head of household.”

The additional standard deduction for a blind taxpayer—i.e. a taxpayer whose vision is less than 20/200— and for a taxpayer who is age 65 or older at the end of the year is for each instance:

$1,500 for married individuals; and
$1,850 for singles and heads of household.

You can enter Medical expenses by following these steps:

In TurboTax, open your tax return
Click on the down arrow on the right of Federal in the left-hand column, then on Deductions & Credits
Locate the section Medical and click on the arrow on the right
Click Start next to Medical Expenses.

topic My husband paid his Medicare part B premiums out of pocket for three quarters prior to applying for SSI payments. Can these premiums be claimed. in Deductions & credits

My husband paid his Medicare part B premiums out of pocket for three quarters prior to applying for SSI payments. Can these premiums be claimed.

Re: My husband paid his Medicare part B premiums out of pocket for three quarters prior to applyi...