648991
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

doebrich
New Member

TurboTax guided me by asking if I had medical expenses exceeding X. I entered all expenses which summed up to Y. The summary page is showing something less than X. Why?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

TurboTax guided me by asking if I had medical expenses exceeding X. I entered all expenses which summed up to Y. The summary page is showing something less than X. Why?

There are a couple of possibilities.

First, your long term care premiums can be limited based on your age bracket, so the medical expense could be less than you expected. 

Second, any HSA distributions that you made are automatically subtracted from what you entered in Medical Expenses. It's a common oversight to add HSA expenses in the HSA interview, and to forget to add the original bills in the Medical Expenses section (failure to do so reduces the apparent amount of medical expenses).

View solution in original post

1 Reply

TurboTax guided me by asking if I had medical expenses exceeding X. I entered all expenses which summed up to Y. The summary page is showing something less than X. Why?

There are a couple of possibilities.

First, your long term care premiums can be limited based on your age bracket, so the medical expense could be less than you expected. 

Second, any HSA distributions that you made are automatically subtracted from what you entered in Medical Expenses. It's a common oversight to add HSA expenses in the HSA interview, and to forget to add the original bills in the Medical Expenses section (failure to do so reduces the apparent amount of medical expenses).

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question