Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

Turbo tax states we need $8469 in medical expenses. We have…

Turbo tax states we need...
Turbo tax states we need $8469 in medical expenses. We have $10736.00 in medical expenses. Turbo Tax states we do not qualify, why?
Show More
Show Less
Ask Your Own Tax Question
Answered in 19 minutes by:
4/3/2017
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,860
Experience: Taxes, Immigration, Labor Relations
Verified

Can you verify - for which purpose you need medical expenses and

for which tax benefit are you looking to qualify?

Ask Your Own Tax Question
Customer reply replied 1 year ago
We need the medical expenses for itemized deductions to lower our income tax amount

To be considered for itemized deduction - your medical expenses must be more than 10% of your adjusted gross income (AGI)

That amount is reported on form 1040 line 37 - please verify.

Ask Your Own Tax Question
Customer reply replied 1 year ago
We are over 65; therefore, it is only 7.5% & we have entered the data in turbo tax under Medical Expenses. We have not finished but we are over what turbo tax said we needed by $2267.00. AND turbo tax said we do not qualify for medical expenses. Why

Your adjusted gross income (AGI) is reported on form 1040 line 37 - can you please verify that amount.

Ask Your Own Tax Question
Customer reply replied 1 year ago
We have verified it & still over on medical expenses by couple hundred dollars & have not finished entering as of yet
Customer reply replied 1 year ago
I made a mistake; 7.5% is $8468.93 & we have itemized $10736.00 thus far

Ok - then - can you verify amount of medical expenses reported on schedule A line 1 - ?

Ask Your Own Tax Question
Customer reply replied 1 year ago
It is only showing $8218 on line 1; but on turbo tax it shows $10736 on the Medical in Deductions & Credits. Does turbo tax ask for information (items we entered) that is not counted for our deductions. Why are some of the items that we entered under Medical In Deduction & Credits not counted

First of all we need to verify which items are not taxable.

$10736 - $8218 = $2518 - can you verify what that amount represents?

and verify what exactly you entered?

Ask Your Own Tax Question
Customer reply replied 1 year ago
why does turbo tax not not includes everything that we have entered as medical expenses. we have entered $10,736 of expenses, but turbo tax is only using $8,218.

Most likely - you entered not everything correctly....

However to verify what exactly is teh issue - we need to know which exact item has an issue.

Ask Your Own Tax Question
Customer reply replied 1 year ago
We do not know! Nothing adds up to the $8,218. The largest two amounts add up to more and if I add the smaller amounts plus the largest it does not add up. I am at a loss.
Customer reply replied 1 year ago
prescriptions $2,018, professional fee $6,518, facility fees $566, lab fees $158, eyeware expense $80, supplies expense $37, Travel expense lodging(parking and food) $398, travel miles 5,058 miles

Based on your information $2518 that is the difference.

If you are not able to identify that amount.

The only option - to go one by one - remove and add it back - and see how it is counted.

Ask Your Own Tax Question
Customer reply replied 1 year ago
Just the prescriptions $2,018 and professional fees $6,518 add up to more than the $8,218.
Customer reply replied 1 year ago
Thanks for your time. I don't think it helped.

So - if you have ONE line for prescriptions - delete it - and verify if if the total amount on line 1 is reduced by $2018 - if yes - that is reported correctly - so add it back.

Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,860
Experience: Taxes, Immigration, Labor Relations
Verified
Lev and 87 other Tax Specialists are ready to help you
Ask your own question now
Was this answer helpful?
Ask Lev Your Own Question
Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,860
32,860 Satisfied Customers
Experience: Taxes, Immigration, Labor Relations

Lev is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,495 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,272 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
VA form asks for adjusted gross income (disability form). We
VA form asks for adjusted gross income (disability form). We file joint; can we separate his income from mine for the form? How? … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
Are medical expenses for mental health/therapist tax
Are medical expenses for mental health/therapist tax deductible? What yearly cost do you have to meet for this to be deductible?… read more
Carter McBride
Carter McBride
LLM
1,077 satisfied customers
I am going to have some large medical expenses, not covered
I am going to have some large medical expenses, not covered by my insurance, I chief owner of LLC, and business pay my expenses? … read more
Carter McBride
Carter McBride
LLM
1,077 satisfied customers
Are Medical expenses allowed to be claimed when your making
Are Medical expenses allowed to be claimed when your making our yout tax form? … read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,244 satisfied customers
The medical expense amount in my federal return of $11,106
The medical expense amount in my federal return of $11,106 is not being transferred to my state return. … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
My brother cashed out his IRA for medical expenses, then he
My brother cashed out his IRA for medical expenses, then he passed away last year, he was 67 yrs old. His IRA had lost over $100,000. Can that loss be claimed on his taxes? … read more
Lev
Lev
Tax Advisor
32,860 satisfied customers
Adjusted gross income of 79084, single, over 65. How much is
adjusted gross income of 79084, single, over 65. How much is my tax … read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,129 satisfied customers
I have Adjusted Gross Income of 4332., I had kind of a lean
I have Adjusted Gross Income of 4332. , I had kind of a lean year with me using some savings, I do not have a record of how much. It takes about 10,000 to help me through a year like this I do not kno… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,129 satisfied customers
I am wondering if certain medical expenses are deductible
Hello, I am wondering if certain medical expenses are deductible such as mileage to a pharmacy to pick up a prescription medication. Also, Icy Hot recommended by a doctor for pain due to Lyme disease.… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,129 satisfied customers
My adjusted gross income is $13,539. $8560 from a pension
My adjusted gross income is $13,539. $8560 from a pension from my ex-husband, $14204 from SS and $4706 from a bank I retired from which I will no longer be receiving. Do I need to pay taxes on my Soc … read more
Lev
Lev
Tax Advisor
32,860 satisfied customers
Are medical expenses paid for with tax deferred HSA money
Are medical expenses paid for with tax deferred HSA money eligible to be claimed on Federal Schedule A?… read more
Carter McBride
Carter McBride
LLM
1,077 satisfied customers
To what extent is cataract surgery an itemized deduction.? I
To what extent is cataract surgery an itemized deduction.? I opted for the non-covered multi-focal lenses at a cost of $8,050. … read more
Carter McBride
Carter McBride
LLM
1,077 satisfied customers
Do medical expenses paid by a grandparent (or anyone) on
Do medical expenses paid by a grandparent (or anyone) on behalf of their kids (or anyone), as long as made directly to Blue Shield need to go on a gift tax return or be reported in any way? This perso… read more
Lev
Lev
Tax Advisor
32,860 satisfied customers
Can I submit the federal taxes with an itemize deduction and
Can I submit the federal taxes with an itemize deduction and the state with a standard deduction form? … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,272 satisfied customers
Can assisted living expenses be used as medical expense for
Can assisted living expenses be used as medical expense for taxes … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
1,027 satisfied customers
Are non insurance covered medical expenses deductible? Are
are non insurance covered medical expenses deductible? … read more
abci168
abci168
Principal
27 satisfied customers
Is the deduction for medical expenses on Schedule A repealed
Is the deduction for medical expenses on Schedule A repealed under the new tax law & can health insurance premiums for a Schedule C proprietor still be deducted on page 1 of Form 1040?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,272 satisfied customers
On line 37 my 2015 Form 1040 I had an adjusted gross income
On line 37 my 2015 Form 1040 I had an adjusted gross income of $291,546. on my Amended 1040X for 2015 I have taxable income of $179,542. How do I get proof of this to get an adjusted MAGI to give to M… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,129 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x