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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 2021—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
Most people dont have enough to beat the standard deduction, but some states give credit for medical, so always enter it.
This should go under the federal "Deductions - Medical" section of Turbotax. It will apply to Schedule 1 lines 1 thru 11.
However, be aware that if your total deductions (medical, mortgage interest, education, etc.) do not exceed your "standard deduction", $12,550 for single filers, $25,100 for joint filers or $18,800 if head of household (for 2021), then it won't matter. You're better off taking the standard deduction.
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