I am now a widowed and have had four heart surgeries. I am now very disabled how do I report these items?

You only report the medical expenses you incurred and paid with out of pocket funds, which were not reimbursed, on the tax return for the year you paid the expense.

 

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. Your total itemized deductions reported on Form 1040 Schedule A must be greater than the standard deduction for your filing status to have any tax benefit.

 

Standard deductions for 2022

• Single - $12,950 add $1,750 if age 65 or older
• Married Filing Separately - $12,950 add $1,400 if age 65 or older
• Married Filing Jointly - $25,900 add $1,400 for each spouse age 65 or older
• Head of Household - $19,400 add $1,750 if age 65 or older

To enter your medical expenses -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Deductions and Credits
• Click on I'll choose what I work on (if shown)
• Scroll down to Medical
• On Medical Expenses, click the start or update button

Or enter medical expenses in the Search box located in the upper right of the program screen. Click on Jump to medical expenses

 

 

If your spouse passed away in 2022 you can still file as married filing jointly for 2022. After the year in which your spouse passed, if you do not have a dependent child, you file as single. When TurboTax asks your marital status select Widowed. It will then ask some more questions and recommend a filing status.

On your federal tax return you do not indicate that you are disabled. It doesn't make any difference. Some state tax returns might ask if you are disabled, depending on the state.

 

For disabled adults:

 

There is an extra amount added to your standard deduction if you are legally blind.   Your federal return does not provide any other credits or deductions for saying you are disabled, with one possible exception.  

 

There is a credit for the Elderly and Disabled which is so small that very few people benefit from it—-it has not been updated/increased by Congress for decades.

 

ELDERLY OR DISABLED CREDIT https://www.irs.gov/help/ita/do-i-qualify-for-the-credit-for-the-elderly-or-disabled

 

There are some states that provide various credits to elderly/disabled folks, so watch for that when you prepare your state return.   The states that I know of that have anything for elderly/disabled are AZ, CT, DE, IA, MO, ND, NY, VE.   There may be others.

New Jersey also has an extra exemption for being disabled or blind, and an extra exemption for seniors (65 or older).

 

@xmasbaby0