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Level 5
March 15, 2023
Solved

Medical Deductions

  • March 15, 2023
  • 2 replies
  • 23 views

I have question regarding medical deductions.  In most cases it doesn't matter since the taxpayer never gets a medical deduction anyway.  Should I gross up the total medical deductions by amounts reimbursed by HSA plans.  This amount form the 1099-SA gets subtracted in the medical deduction worksheet.  My client gave me the net out of pocket expenses that insurance or HSA distributions did not cover and then the HSA distribution gets deducted on the worksheet.  I looked up in the help area and this is not addressed.  From a logical point of view I think I should be adding this amount to medical expenses.  What do the people in the community do for this issue.

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Best answer by IRonMaN

Gross it up if you are being given the net amounts.

2 replies

IRonMaN
IRonMaNAnswer
Level 15
March 15, 2023

Gross it up if you are being given the net amounts.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
March 15, 2023

I only enter medical expenses NOT paid by HSA, and dont make any adjustment for HSA on the worksheet.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 5
March 15, 2023

The program automatically enters the HSA distribution to the medical worksheet as a deduction that is why I am thinking that you have to gross up your medical deductions for amounts reimbursed by HSA and out of pocket medical expenses.

Just-Lisa-Now-
Intuit Community Champion
March 15, 2023

when you fill out the 1099SA it moves that amount to the medical expenses on Sch A?  Ive never noticed this, I guess its never been enough to make a difference.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪