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Level 2
posted Feb 16, 2024 4:59:18 PM

How can you drill down to see the underlying categories (or transaction detail) for a total amount in a Federal return section in Turbtax?

Hi, can anyone tell me what categories are included in the 'Medical Expenses' total on the Federal tax return? I need to know so that I can look at the detail transactions in those categories to see which were in a certain date range for my partial resident state filing. Put another way, in general, how can we drill down to see the underlying detail for any of the totals on the Federal return in Turbotax so that you can verify what that number is pulling in? Thank you.

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1 Replies
Expert Alumni
Feb 17, 2024 12:42:54 PM

  1. Log in to your tax return at TurboTax.com. 
  2. Click on Tax Tools on the left side of the screen (you may need to click on Continue in the center first). 
  3. Click on Tools. 
  4. In the box that pops up in the center, click on View Tax Summary.