My Medical Expenses deduction keeps showing Needs Review. I've cleared cache, cookies, omitted all zeros, used different browser and private mode on browser. Next?

[AliciaP1]

Your Medical Expenses Worksheet may be hanging up on something.  You can delete the worksheet and re-enter your medical expenses and you should be able to proceed.

To delete a specific form in TurboTax Online you can follow these steps:

1. Within your return, click on Tax Tools in the black menu on the left side of the screen.
2. Click on Tools.
3. Click on Delete a Form. 
4. Scroll down to your Medical Expenses Worksheet and click Delete.
5. Under Federal in the black menu bar click Deductions & Credits to get back into your tax returns.
6. Scroll down to Medical Expenses and re-enter your information.
7. Proceed entering/reviewing your return.

To do this in TurboTax Desktop you can follow these steps:

1. Within your return, click on the Forms icon in the upper right of the screen to switch to Forms mode.
2. Scroll down in the menu bar on the left and select your Medical Expenses Worksheet.
3. Click the Delete Form button at the bottom left of the preview screen.
4. Confirm the deletion then click the Step-by-Step icon in the upper right of the screen.
5. Click on the Federal Taxes tab and Deductions & Credits and  I'll choose what I work on.
6. Scroll down to Medical Expenses and Start or Update and re-enter your information.
7. Proceed entering/reviewing your return.

[maddox-craig]

Thanks for the direction. Unfortunately, following instructions and deleting the form did not work. And deleting the whole return and starting over did not remove Needs Review from the Medical Expenses line. However, all the numbers line up and TT is asking to finish and file, so I will simply ignore Needs Review.

[AliciaP1]

I cannot recreate this situation in a test file.  It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions: 

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 

In TurboTax CD/Download versions, go to the black panel on the top of your screen and select Online. 

1. Scroll down to and select Send tax file to Agent. 
2. You will see a message explaining what the diagnostic copy is.  Click send through this screen and then you will get a Token number. 

Reply to this thread with your Token number and be sure to use @AliciaP1 at the start of your reponse. This will allow us to open a copy of your return without seeing any personal information.   

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@maddox-craig 

[Critter-3]

@maddox-craig 

You said you omitted all zeros  but did you also delete the expense listed ?  Are you using the downloaded program ?

[maddox-craig]

@AliciaP1 
token number is: 1089300

[maddox-craig]

@Critter-3Online version and only actual expenses listed with no zeros following the decimal point.

[AliciaP1]

Upon review, when I click the Edit button for the Medical Expenses and review all the questions pertaining to them, the review clears when the screen returns to the Deductions summary screen and there are no errors in the return.  Do not exit the interview process until you see the This year, you get a tax break for your medical expenses screen and click Done.

@maddox-craig 

[rikamae55]

I have the exact problem with the medical expenses worksheet. It still says review even though I've gone through it several times trying to get it to update. I followed the instructions for deleting the worksheet and completing the information again. I'm not sure what to do now. Please advise. Thank you for your assistance.

[AliciaP1]

You need to ensure you proceed through the entire interview and do not exit the process until you see the This year, you get a tax break for your medical expenses screen and then click Done.

@rikamae55 

[rikamae55]

Thank you for responding. I don't get a page that says that. I only get a page that says 'Thanks, we got all of your medical expense info' and then 'Right now, the standard deduction saves you the most on taxes.' When I click on the Done button, I'm returned to the summary page, and the medical expenses category still says it Needs Review. I've been through the entire process page by page clear through state returns, so I don't know what to do differently. I'm not skipping pages. I don't have very much in medical expenses - only medicare premiums deducted from Social Security, a tiny bit in prescriptions, and a small amount for vision expense, so I realize the standard deduction is better, but its disconcerting to see this category not update.

Thank you for your help. Rikamae55

[TeresaM]

It sounds as if this particular worksheet has hung in the Review stage.  Since you would need substantial medical expenses to exceed 7.5% of your adjusted gross income to add to itemized deductions and it sounds like you are taking the standard deduction, it will be best to delete this worksheet.

To delete the form, you can use Delete Forms

1. In the left menu, select Tax Tools
2. Select Tools
3. Select Delete a form
4. Scroll to the Medical Expense Worksheet (below Schedule A) and click Delete on the right
5. Then scroll to the bottom and select Continue with my return

[rikamae55]

Thank you for the suggestion. I deleted the form from the list though I didn't actually see "Schedule A" on the list. Still, the medical expenses form was there, which I have deleted and it no longer shows up on the list of forms under tax tools, delete a form. Since I completed the information last year, thinking it could be important somehow to state taxes, the Medical Expenses category is still listed on the summary and says "Needs Review", but I think any information I had entered for 2022 is no longer filled in. Since my due/refund information didn't change for federal or state after deleting the form, can I still file electronically with this 'Needs Review' designation on the Medical Expenses form since it won't go completely away? I can create a token if that will be helpful. Thank you for your assistance.

[AliciaP1]

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions: 

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 

In TurboTax CD/Download versions, go to the black panel on the top of your screen and select Online. 

1. Scroll down to and select Send tax file to Agent. 
2. You will see a message explaining what the diagnostic copy is.  Click send through this screen and then you will get a Token number. 

Reply to this thread with your Token number and use @AliciaP1 to start your response. This will allow us to open a copy of your return without seeing any personal information.   

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@rikamae55 

[rikamae55]

@AliciaP1

The token number is 1095592.

Thank you for your assistance.

Rikamae55