Itemized doctor bills

[susanandres]

How do I attach a PDF containing an itemized list of medical expenses from my doctor to my online TurboTax submission?

[MaryK4]

Unfortunately, you are not able to attach pdfs for medical expenses to your TurboTax return.   

[dmertz]

Not sure why you would want to attach this list to your tax return.  The IRS doesn't need it unless they explicitly ask for it after a review of your tax return.

[xmasbaby0]

You do not need to attach a list of doctor bills, etc. ---and you cannot attach a pdf  to an e-filed return.

When you enter medical expenses in TurboTax, it asks you a whole lot of questions to help you include everything that can be entered.  Really what matters in the end is the total of all of it; that is what will go on your tax form, so don't get too frazzled trying to make sure everything is in the "right" category as long as you enter it all, and do not enter anything twice. 

If you receive Social Security benefits, your Medicare is deducted from your SS.   When you enter the SSA1099 for your Social Security, the amount paid for Medicare flows automatically to the medical expense section of the software, so do not enter it again.

MEDICAL EXPENSES

The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2024—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses

2024 STANDARD DEDUCTION AMOUNTS

SINGLE $14,600    (65 or older/legally blind + $1950)

MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550)

MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550)

HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)

[susanandres]

This is the first time I have itemized medical expenses.  I had major dental work which was necessary so I thought I needed to show an actual statement of expenses.  Glad to hear it is not necessary unless I receive a subsequent request.  Thank you!