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New Member
posted Apr 13, 2022 7:35:28 PM

In the Deductions section of the return its asking how much I spent on medical - is this asking if I have expenses beyond what I spent from my HSA?

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1 Replies
Expert Alumni
Apr 13, 2022 7:48:16 PM

The Medical and Dental Expenses section expects you to enter ALL medical bills, and then when asked, enter all insurance reimbursements. And what about bills paid through the HSA? TurboTax will automatically apply the total of HSA distributions to Medical expenses (this is the sum of all your 1099-SA forms) as reimbursement.

 

If there is no way that you will have unreimbursed medical expenses larger than 7.5% of your Adjusted Gross Income (AGI) (so that they will count on Schedule A), then don't bother entering any medical expense at all UNLESS your state allows medical and dental expenses to be deducted even if you take the Standard Deduction on the federal return.

 

Make sense?