turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Can I claim 2022 medical expenses on the 2022 return for a person who died in 2022 that were paid out of the deceased's funds in 2023

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Can I claim 2022 medical expenses on the 2022 return for a person who died in 2022 that were paid out of the deceased's funds in 2023

yes you can deduct them in 2022 under IRC 213(c)

(c)Special rule for decedents
(1)Treatment of expenses paid after death
For purposes of subsection (a), expenses for the medical care of the taxpayer which are paid out of his estate during the 1-year period beginning with the day after the date of his death shall be treated as paid by the taxpayer at the time incurred.

 

 

one other thing required by the code section is a

(A)a statement that such amount has not been allowed as a deduction under section 2053, and (taken on the decedent's estate return) 
(B)a waiver of the right to have such amount allowed at any time as a deduction under section 2053.

 

not standard in Turbotax so you would have to paper file. 

View solution in original post

2 Replies

Can I claim 2022 medical expenses on the 2022 return for a person who died in 2022 that were paid out of the deceased's funds in 2023

Edited 9-3-2023

 

 

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

 

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Can I claim 2022 medical expenses on the 2022 return for a person who died in 2022 that were paid out of the deceased's funds in 2023

yes you can deduct them in 2022 under IRC 213(c)

(c)Special rule for decedents
(1)Treatment of expenses paid after death
For purposes of subsection (a), expenses for the medical care of the taxpayer which are paid out of his estate during the 1-year period beginning with the day after the date of his death shall be treated as paid by the taxpayer at the time incurred.

 

 

one other thing required by the code section is a

(A)a statement that such amount has not been allowed as a deduction under section 2053, and (taken on the decedent's estate return) 
(B)a waiver of the right to have such amount allowed at any time as a deduction under section 2053.

 

not standard in Turbotax so you would have to paper file. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies