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Level 5
April 12, 2025
Question

Medicare Premiums from Social Security Benefits Coming through as Itemized Deduction on AZ 1040

  • April 12, 2025
  • 1 reply
  • 6 views

Completing an AZ 1040 for a taxpayer, Single, Age 65+, who also has a social security benefits worksheet on the Fed return.

The premiums paid on that return are flowing through as an addition to itemized deductions. It is not considering any AGI limitations, which I do not believe is correct.

Can someone confirm where to address in the software?

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1 reply

BobKamman
Level 15
April 12, 2025

Arizona allows all medical expenses, with no 7.5% floor.  Your client probably has some other medical expenses to claim, if you want to shake some data out of him this late.  

You're not from around here, are you.