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.

Why is there a discrepancy between the amounts I entered for medical deductions and the amount shown on Schedule A line 1?

Why do my medical expenses seem wrong?
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.

2 Replies

Why is there a discrepancy between the amounts I entered for medical deductions and the amount shown on Schedule A line 1?

Is it too high?   Medical can come from other places, even from a W2 or 1099R.

 

Did you buy health insurance from the Marketplace exchange?  Or have to pay back the subsidy?  If you went to an exchange for Health Insurance, and had to pay back some of the subsidy, part of the adjustment will flow to Schedule A.

 

If you get Social Security benefits the medicare deduction on your SSA-1099 will flow to Schedule A.

 

Or have Schedule C and pay self employed health ins?

 

Or are you seeing the amount listed for the 7.5% of AGI?

 

 

LindaS5247
Employee Tax Expert

Why is there a discrepancy between the amounts I entered for medical deductions and the amount shown on Schedule A line 1?

As VolvoGirl mentions above, your medical expenses shown on Line 1 of your Schedule A usually differ from what you have entered into TurboTax due to TurboTax pulling your Medicare premiums from your Form SSA-1099 (if you have one) and adjustments for your premiums you had to pay back from your Form 1095-A (if you have one) are also added.

 

If you were self-employed and claimed a deduction for healthcare insurance and you could not claim the full amount because your net self-employment income was too low, TurboTax will automatically add the excess to the medical expenses on Schedule A.

 

Only unreimbursed, out-of-pocket medical expenses paid during the tax year are deductible, and you can only deduct the amount that exceeds 7.5% of your Adjusted Gross Income. The final deduction is shown on Line 4 of your Schedule A.


To review your medical expenses to make sure that you entered them correctly, you can:

  1. Click on Search at the top right of your TurboTax screen
  2. Type medical expenses in the search box
  3. Click on the link that says Jump to medical expenses
  4. Your screen will say Tell us about any prescription medication expenses
  5. Go through your TurboTax Screens and review your entries and make any corrections if necessary

Also see:


 Are Medical Expenses Tax Deductible?

 

Can I deduct medical expenses?

What Medical Expenses are Tax Deductible?


Please return to Community if you have any additional information or questions and we would be happy to help.
 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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