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Intuit

How do I override the optimization to claim medical expenses on my and my spouse's tax returns?

To claim medical expenses for tax year 2018, your expenses must total more than 3% of your net income, or $2,302, whichever is less. By combining all your medical expenses on one return, you are more likely to reach that 3% mark.

It’s usually most beneficial for the lower income earner to claim all the medical expenses, as the 3% threshold will be lower. TurboTax is designed to optimize your medical expense claim and claims them on one return. There is no limit on the total amount of medical expenses you can claim in a year.

In the TurboTax online edition

There is no way to override the medical expense optimization in the TurboTax online edition. If you want to split medical expenses between you and your spouse/partner, you need to prepare your returns separately.

In the TurboTax CD/download edition

You will need to override the amount on the line for Medical expenses for self, spouse or common-law partner, and your dependant children born in 2001 or later of your schedule 1 forms. To do this:

  1. Select Forms in the upper-right area of TurboTax if you’re not already in Forms mode.
  2. Select Forms again in the upper-left area of TurboTax.
  3. Enter “Schedule 1” in the Keyword to search for field in the pop-up box that appears.
  4. Select *Schedule 1 – Federal Tax from the Forms section, then select OK.
  5. Federal Tax – Schedule 1 appears.

  6. Navigate to the line for Medical expenses for self, spouse or common-law partner, and your dependant children born in 2001 or later (this line is about two-thirds down the page), and place your cursor in the field.
  7. Press F2 to override the calculated amount and type the amount you want to enter.
  8. Repeat steps 1 to 6 on your spouse’s return.

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