When entering medical expenses, TurboTax is showing the number as $2,887 higher than what I actually entered. How can I fix this amount?

[krh2485]

I have verified that I entered everything correctly. Since I haven't been able to figure it out, I decided to remove all of my medical expenses that I entered and it still shows that I have $2,887 in Medical Expenses but can't find where that number is coming from.

[DoninGA]

The number comes from multiplying your Adjusted Gross Income on your Form 1040 Line 11 by 7.5%,  If your total medical expenses are not greater then that amount then there is no need for you to enter you medical expenses.

Health care insurance premiums and other medical expenses that you paid with out of pocket funds are an eligible medical expense that you can deduct using Schedule A for itemized deductions. However, only your total medical expenses that are greater than 7.5% of your Adjusted Gross Income (AGI) can be deducted.

[VolvoGirl]

Do you get Social Security?   The Medicare deduction adds to Medical.   

[krh2485]

No I don't get social security nor am I on Medicare 

[krh2485]

7.5% of my AGI is $3,996. The amount that I am entering for medical expenses is $8,105 but TurboTax is showing my medical expenses at $10,992...my question is why does it show my medical expenses $2,887 higher than what I am entering?

[Vanessa A]

Did you enter a 1095-A or a 1099-SSA that had Medicare premiums on it?  If so, TurboTax will bring these amounts over to your medical deductions automatically.

[kkrasity]

I have the same problem and it DOES matter because Turbotax carries the Fed amount over to NM state return which has a generous deduction for a broad range of medial expenses including insurance premiums not enterable on the Fed worksheet. Worse, Turbotax does not allow me to edit the amount on my NM return. So, I'm stuck with a Fed worksheet that auto adjusts improperly and does not allow me to fix it on my NM return.

[JamesG1]

View the Medical Expenses Worksheet.  The worksheet will tell you what numbers are used to compute deductible medical and dental expenses.  Then you should be able to adjust and remove as needed.

View the worksheet at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

[Edited 4/10/2022 11:29 AM PST]

@kkrasity

[kkrasity]

Thanks. So, there's no way to check without paying first?

[AmyC]

No, you will need to pay for the return to see all the worksheets to find the medical expenses and how they pull in.

@kkrasity 

[kkrasity]

Thanks. I paid the fee and downloaded the return and all fed and turbotax schedules. They didn't help with determining how turbotax came up with the medical expense number but I figured out a kludge.

[thienhngo]

Thank you.