Is a medical reimbursement entered as income in the wages & income section or is the reimbursement entered in the deductions sections to calculate medical costs?

[bak1209]

Medical expenses were from 2017, reimbursement was received 1/2018. Does this make any difference?

[MichaelMc · Accepted solution]

Reimbursements of medical and dental expenses, whether from health insurance or a Health Savings Account (HSA) are included in the computation of the itemized deduction for medical and dental expenses on Schedule A (Form 12040).

For more information on this topic, please refer to:

IRS Pub. 502 Medical and Dental Expenses , p. 17.

[bak1209]

Please check page 19 of IRS Pub. 502 (which you provided for me - thank you). The title on page 19 is "What if You Receive Insurance Reimbursement in a Later Year". This paragraph has me confused? Still Ok to include with 2018 medical expenses?

[bak1209]

My medical expenses were from 2017. Reimbursement was received 1/2018. Does this make any difference to the answer given?

[MichaelMc]

Not really. You are a cash method taxpayer. The reimbursement was received in 2018; report it for 2018. I presume you will have 2018 medical expenses against which to offset the reimbursement.

[bak1209]

Please check pg. 19 of Pub.502. "What if you receive reimbursement in a later year. This paragraph has me cofused?