Unable to Update Entry on Turbo Tx

[everettdae]

I am using the downloaded version, not online.

Stepping through the entries

I want to Update something but when I select Update the page states Thanks you're all set......

But I want to step back through this section for Medical Expenses to reenter the information - How can I step through this section again to Update what I entered.

When we select Update, we should be able to step back through the form

How can I do this?

[JulieS]

Yes, you can edit the information that you have entered in TurboTax, as long as you haven't filed your tax return yet.

Here's how to revisit the Medical deductions section in TurboTax Desktop:

1. Open your return in TurboTax.
2. Select Federal, then Deductions & Credits.
3. Select Update to the right of Medical Expenses.
4. If you see a question, Are your medical expenses more than $XXX? answer Yes.
5. If at this point, it still doesn't walk you through the section, select the Forms icon in the upper right corner.
6. You will see the Medical Expenses worksheet and the entries that you made. 

It's not recommended to make entries in Forms mode, but it's helpful to see what is in the return. 

As for why the return is behaving this way, you may have more deductions than you need to offset your income. If that's the case, additional entries won't change your results. 

[everettdae]

I was already past the Are your medical expenses more than....and I selected Yes, but then realized I forgot to add something, and can't get back to that on GUI. I do see worksheet but that is harder to enter so I wanted to start over and step through the GUI again. I've noticed a few years in a row this is same behavior on other screens, once you've gone past that can't go back , even though there is the Update button, you can't actually Update anything through the GUI.

[DawnC]

Trying using the Jump to schedule a link to get back to the interview screens.   Type is schedule a in the search bar and then click on the jump to link - it should take you to the beginning of the medical expense interview > prescription medication costs.  

[everettdae]

Thank you. I followed your suggestion. It takes me to the same page, the end which states - The Standard Deduction saves you the most on taxes

I wanted to start the medical section again, where I can enter in all the medical again, because initially the question was Did you have more than $XXXX in medical expenses. I selected No, but realized I didn't have all the information added. 

I then went to form view, added the expense which I know is more than the initial amount, but still showing the Standard Deduction saves you the most.

I guess I am confused. I took 7.5% of the AGI and it is more than that the Did you have more than $XXXX in medical expenses section, so I thought it would adjust for the amount over that - 

But I don't know what that amount was, since I can't start over and step through it again, so maybe the Standard Deduction is correct, but I would like to see that amount it stated in the beginning, Did you spend more than......but I can't see it now.

Very frustrating.  This software should allow us to Update the section and step through the questions again without having to re start the entire tax return again. Seems like I may need to redo this whole thing. Which I  don't want to have to do.

I did this for 2 of our returns and cannot go back to the medical section and start over or Update what I had entered.

[everettdae]

I entered the add'l medical expense on the forms page since I can't go back and add it under the medical section  it continues to just state the Standard Deduction saves you the most on taxes

I calculated 7.5% of the AGI and the amount is higher than what I thought was the Did you have more than $XXXX in medical expenses. But I don't recall what that number was. I selected No and now I can't go back and edit medical at all. Just sends me to this page that the Standard Deduction saves you the most.....

If there was a way for me to see that $ again. Did you spend more than $XXXX on medical, I would feel better about it knowing this is correct, but can't get back to that page at all now.

[JamesG1]

Return to the Medical Expenses section by following these steps.

In TurboTax Desktop H & B:

• Click on Personal at the top of the page.
• Click on Deductions & Credits at the top of the page.
• Click I'll choose what I work on.
• Scroll down to the Medical section.
• Select Start/Update to the right of Medical Expenses.

In TurboTax Desktop Premier:

• Click on Federal Taxes at the top of the page.
• Click on Deductions & Credits at the top of the page.
• Click I'll choose what I work on.
• Scroll down to the Medical section.
• Select Start/Update to the right of Medical Expenses.

In TurboTax Online Premium:

• Down the left side of the screen, click on Federal.
• Down the left side of the screen click on Deductions & credits.
• Scroll down to Medical, click the down arrow to the right.
• Click Start/Revisit to the right of Medical Expenses.

@everettdae 

[mcathsmith]

I had this SAME exact issue.  Called Phone Support.  They were absolutely WORTHLESS!  I refuse to share my screen in order for them to simply give the EXACT steps that were offered here by the awesome TurbotTax Support.  Again, Phone Support for TurboTax is an absolute waste of time!  These instructions fixed my problem (deleting the Medical Worksheet from forms, then re-entering.)  If this is a KNOWN ISSUE with TurboTax now, then WHY do they NOT RE-CODE the Medical "Update" link so that it will WORK?  I have used TurbTax for about 8 years, but this year it is proving to be more difficult, including the verbiage used (not similar to IRS verbiage in some questions), and lack of information (not always giving 1040 form line numbers when asking for information from previous tax year to calculate certain deductions).

[mcathsmith]

@everettdae   It WORKED for me to simply go to "Forms" (top right of screen) to find "MedicalWKS".  Click on that, the below the Medical Worksheet click "delete form".  Then go to the top right and click on "Steps".  That will take you back to where you can input your Medical so that you can update it.  You do have to enter things again...and if your medical is above the 7.5% of AGI, then it will reflect that in your tax bill/refund.  I too didn't see the dollar amount I needed again...but, I continued to input my medical and when I hit the correct threshold, the numbers for refund began to move.

[Jane44]

This is very frustrating, I'm on my 3rd call. I am on the online version so I dont have access to worksheets. They have no idea how to help. I have to completely delete and start over. Incredible.