topic Medical Expenses in Deductions & credits

Medical Expenses

Seaviewsonic — Sat, 01 Mar 2025 13:57:37 GMT

Why won't TurboTax let me revisit my medical expenses? I click on Update and it just tells me: "Thanks, we got all your Medical Expense info" and returns me to the previous screen.

Re: Medical Expenses

DianeW777 — Sat, 01 Mar 2025 14:38:53 GMT

For TurboTax Online/Mobile: In this situation, first please try clearing the cookies and cache. It handles many issues that seem nonsensical on a regular basis with online activity.

Close your TurboTax return first.

Watch to be sure you are selecting 'all time' as example. Do not use selections like 'last hour' for those browsers that give you options.

How to clear your cache

If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.

Once this is complete open your return and try again.

Search (upper right) > type medical expenses > Click 'See more' in the article below > Click Schedule A
TurboTax Desktop > Search (upper right) > type medical expenses > Click the Jump to... link

Please update here if you have the same experience afterwards.

Re: Medical Expenses

Seaviewsonic — Sat, 01 Mar 2025 15:59:05 GMT

Hi, thank you for your response. I did check for updates but TT is up to date. I followed your directions and got the same result.

Re: Medical Expenses

DianeW777 — Sat, 01 Mar 2025 16:04:38 GMT

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

Re: Medical Expenses

Seaviewsonic — Sat, 01 Mar 2025 19:13:28 GMT

The state is NC. There may also be data for CA but I won't be using CA.

Re: Medical Expenses

DianeW777 — Sat, 01 Mar 2025 20:56:31 GMT

It depends. The medical expenses that are part of your itemized deductions so far are the long term care (LTC) premiums which you entered in the medical expense section and the medicare premiums that carried automatically from your SSA-1099 entry.

Medicare B premiums: $6.708
Medicare D premiums: 1,589
LTC Premiums: 1,427 = Total medical with only these expenses = $9,724

TurboTax is allowing me to enter other expenses and it should also allow you to enter them as well. Do not enter the medicare premiums again just add any other medical expenses for your out of pocket expenses.

Please update here if you have more questions.

Re: Medical Expenses

Seaviewsonic — Sat, 01 Mar 2025 21:51:17 GMT

Hello again,

The only way I can do anything with Medical Expenses is to enter them directly on the Medical Expenses Worksheet form. That is how I entered the Long Term Care. So, hopefully, if I do the rest that way, it will transfer back to Schedule A and the 1040.

This seems like a bug in the program that I can't go back into the Step by Step Medical Expenses.

Anyway, thank you for your help.