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.

Medical Premiums not on 1099R but are deducted every month from Pension.

I have medical deductions from my pension taken every month for me and my wife. They are for Kaiser and I am also on Medicare with an Advantage plan but my wife is still in the regular plan since she is not on medicare. The 1099R does not show any amount for the payments I make. Are they deductible in the (Deduction and Credits) (Additional medical Insurance premiums) by just entering the total amount I paid for the year.

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
DawnC
Employee Tax Expert

Medical Premiums not on 1099R but are deducted every month from Pension.

Yes, they are deductible on your federal return if you itemize deductions.   And yes, that is the place to enter them > Deductions and Credits>>Medical Expenses>>Insurance premiums.   Go ahead and enter all of your medical expenses (annual totals) not reported elsewhere.  If your itemized deductions are more than your standard deduction, TurboTax will add Schedule A to your tax return.   Also, even if you do end up taking the standard deduction, those medical expenses may be deductible on your state return.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
DawnC
Employee Tax Expert

Medical Premiums not on 1099R but are deducted every month from Pension.

Yes, they are deductible on your federal return if you itemize deductions.   And yes, that is the place to enter them > Deductions and Credits>>Medical Expenses>>Insurance premiums.   Go ahead and enter all of your medical expenses (annual totals) not reported elsewhere.  If your itemized deductions are more than your standard deduction, TurboTax will add Schedule A to your tax return.   Also, even if you do end up taking the standard deduction, those medical expenses may be deductible on your state return.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question