oregon special medical

[karen49]

where to enter Oregon special medical in turbo tax premier

[DaveF1006]

Oregon has a special medical subtraction. Special Oregon medical subtraction. For tax year 2020, you or your spouse must be age 65 or older on December 31, 2020 to qualify for the subtraction. If you qualify, this is is automatically reported in your Oregon state  return.

[cyberduckette]

Where does the number on Line 1, Form 40 come from?   Above line one is the following:  " You entered total medical expenses of $3257 on your Schedule OR-A".    Yet the number on Line 1 is $443.

When an accountant did my taxes last year, the number on Line1 was the amount of expenses - shouldn't it be $3257 on this form this year?

Thanks

[ThomasM125]

You should be allowed to deduct all of your unreimbursed medical expenses up to $3,600 (joint return) or $1,800 (single return) on your Oregon return if you are 65 years old or over.

[cyberduckette]

Thanks - I think this is an error in Turbo Tax.  I will try to figure out a way to bring this to their attention.

[cyberduckette]

Does anybody have any idea how to bring this to TTax attention without paying an extra $90 for online help?  It's their error but I can't get through to anyone.   Thanks.

[DaveF1006]

You can claim this if you meet the following guidelines:

Special Oregon medical subtraction. For tax year 2019, you or your spouse must be age 65 or older on December 31, 2019 to qualify for the subtraction.

Special Oregon medical subtraction. If you or your spouse were age 65 or older on December 31, 2019 and have qualifying medical and/or dental expenses, you may qualify for the special Oregon medical subtraction. See the 2019 IRS Publication 502 for types of qualifying medical and dental expenses.  

• You may not claim a subtraction if your federal adjusted gross income (AGI) exceeds $200,000 ($100,000 for those who file single or married filing separately). Use the special Oregon medical subtraction worksheet to determine the amount of your subtraction.

If you meet the parameters listed above regarding age and AGI, as you prepare your Oregon State return in Turbo Tax, there will be a page that will appear in your interview entitled Oregon Medical Expense Subtraction and will inform you that you or you spouse qualify for the Oregon Expense Subtraction and here you will have the opportunity to enter your medical expenses. 

if this doesn't appear in your program as you start to prepare your state return, then this indicates that one or both if filing (MFJ) are not 65 or you have income over $100,000 if filing singe or $200,000 if filing jointly.