You'll need to sign in or create an account to connect with an expert.
The distribution will NOT be subject to the additional 10% withdrawal penalty to the extent your unreimbursed medical expenses exceed 10% of your AGI (7.5% if you or spouse was born before January 2, 1951).
You can only take into account unreimbursed medical expenses that you would be able to include in figuring a deduction. [See information below about deducting your parent's medical expenses.]
After you enter the information on the 1099-R:
You can include medical expenses you paid for your parent on your Schedule A (Form 1040) if:
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
gbd33156
New Member
mde1087
New Member
Action
New Member
stellacarlin2014
New Member
austenm
Returning Member