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Level 1
posted Apr 3, 2024 7:14:05 AM

I am disabled and use assistive technology. Where do I enter that?

0 5 1130
5 Replies
Level 15
Apr 3, 2024 7:18:03 AM

Do you mean that you use assistive technology in order to perform a W-2 job?   If that is what you mean, that is one of the exceptions to the rule that W-2 employees cannot deduct job-related expenses.

 

Go to

 Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

Go carefully through the screens to enter that you have a disability that requires the use of assistive devices or technology

 

Level 1
Apr 4, 2024 5:48:55 PM

Some of the assistive technology—such as a special screen for reading, or a fall alert—I use in every day life, not just for work 

Expert Alumni
Apr 5, 2024 7:43:32 AM

Any assistive technology devices that are necessary to perform job functions are deducted just as @xmasbaby0 says above.  Any devices necessary just to live your life are medical devices and just like glasses or crutches are deductible as medical expenses.

 

@lo660 

Level 15
Apr 5, 2024 7:48:33 AM

Assistive devices that help you with mobility in daily living, etc. can be entered as a medical expense.

 

 

MEDICAL EXPENSES

The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2023—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

 

To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses

 

 

2023 STANDARD DEDUCTION AMOUNTS

 

SINGLE $13,850  (65 or older/legally blind + $1850)

 

MARRIED FILING SEPARATELY $13,850  (65 or older/legally blind + $1500)

 

MARRIED FILING JOINTLY $27,700  (65+/legally blind) )  + $1500 per spouse

 

HEAD OF HOUSEHOLD  $20,800 (65 or older/blind)  + $1850)

 

 

Level 15
Apr 5, 2024 8:01:07 AM


@lo660 wrote:

Some of the assistive technology—such as a special screen for reading, or a fall alert—I use in every day life, not just for work 


You have to allocate the costs.  For example, if you bought two screens, one for work and one for home, the one for work can be listed as a work-related expense (a miscellaneous deduction on form 2106), while the one used at home is a personal medical expense (schedule A itemized deduction).

 

The IRS says that, to be counted as a work expense, the item or cost must be "For goods and services not required or used, other than incidentally, in your personal activities."  That means that if you have one fall alert device that you wear to work but also at home, that is a personal medical expense and not a work expense because it is used "more than incidentally" in your personal life.  

 

Once you have listed all your expenses as either work or medical, any actual tax benefit will be determined by your overall income, deductions and other tax facts.  It is possible that, depending on your other tax facts, you won't get an actual reduction in tax from listing the costs, but that will be calculated for you.