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When entering medical expenses in "deductions & credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

 
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Accepted Solutions
AnnaB
New Member

When entering medical expenses in "deductions & credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

No, you should only enter out of pocket expenses.

Note: Amounts paid from an HSA should be entered since TurboTax will automatically deduct the distributions reported on Form 1099-SA

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5 Replies
AnnaB
New Member

When entering medical expenses in "deductions & credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

No, you should only enter out of pocket expenses.

Note: Amounts paid from an HSA should be entered since TurboTax will automatically deduct the distributions reported on Form 1099-SA

When entering medical expenses in "deductions & credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

@amypackster You must enter ALL of your medical expenses because the automatic subtraction of the 1099-SA amount will adjust the total.
AnnaB
New Member

When entering medical expenses in "deductions & credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

TurboTax adjusts for HSA amounts, but not Flexible Spending Account amounts.

When entering medical expenses in "deductions & credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

Thank you clarifying because this FAQ says enter ALL medical expenses with no mention of FSA paid expenses.
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2895072-can-i-deduct-medical-costs-paid-through-my-hsa-or-msa">htt...>
AnnaB
New Member

When entering medical expenses in "deductions &amp; credits", do I include expenses I paid with my Flex account, or do I only enter out of pocket expenses?

@rebab Thank you for your feedback, I will submit the information for an enhancement.  There are no distribution forms for an FSA which is why they should not be included.

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