Where do I put Medicare Part B premiums?

[TomK · Accepted solution]

There are two places you can enter the Medicare premiums in TurboTax.  

First, when you enter your SSA-1099 to report your social security benefits, you'll see entry boxes for the various Medicare types.  When you enter your premiums on this page, TurboTax will automatically carry them to the itemized deduction section for inclusion with Medical Expenses.

You can also enter your Medicare premiums directly on the Medical Expense screens for itemized deductions -- along with any other qualified medical expenses -- by clicking on Federal Taxes, then Deductions & Credits, then scroll down to Medical and click on Medical Expenses.  Follow the prompts and enter the premiums in the Medical Insurance Premiums box.

Use one entry area or the other, but not both.  Otherwise, they'll wind up duplicated.

[bogeyman62]

I do not want to enter the refund amount on the SSA-1099 form since it will not match the 1099 form SSA sent me. I chose to enter the premium refund amount where you suggested in option two,  Schedule A, Medical and Dental Expenses, Line 2a. I entered the amount as a negative number. That reduced the Medicare Part B premium amount reported by the amount of my premium refund. 

[Carrabba17-]

I thought HSA deductions were an above the line deduction.  You don't have to itemize in order to claim it as this is an adjustment to income and used in order to derive at your AGI.   What if you don't want to itemize - how does Turbo Tax handle that?  

[BillM223]

HSA and Medicare premiums have virtually nothing to do with each other, so much so that I am not sure what your question is.

Contributions to an HSA are excluded from income. If your contributions are through your employer then they are removed from Wages in boxes 1, 3, and 5 (so are not taxable).

If the contributions are made directly to the HSA, then they are deductible on Schedule 1 (1040).

So in neither case do contributions to an HSA go on Schedule A. And items paid for by an HSA do not belong on Schedule A, either.

@Carrabba17-