In 2017 I itemized medical costs of which I received a partial insurance reimbursement check. How do I handle this on my 2018 itemized tax entry?

[BMcCalpin · Accepted solution]

Go through the Medical Expenses interview (under Deductions & Credit->Medical). Toward the very end of the interview, you will be asked about insurance reimbursements. Look for the Learn More link and click it.

At the bottom of the box appears the link, "What if I got reimbursed for a medical expense I deducted on a previous tax return?"

Click on this link and you will see the following (this is from the Desktop version):

You would include the reimbursement or the amount of the medical deduction you got in the prior year (whichever is less) as miscellaneous income.

Example: Last year, John had unusually large medical bills and was able to take the itemized deduction. He got a $1,200 medical expense deduction as a result. In 2018, he got reimbursed $800 from his insurance company. John would report the lesser amount ($800) as a miscellaneous other income item.

If you weren't able to get a deduction for the medical expense (usually because you took the standard deduction in that prior year), then don't mention the reimbursement on this year's return.

Please let me know in the comments if this is not clear.