Why when I select the medical expenses to be applied to my tax return does it keep applying the expenses to my spouse?

I need to apply medical expenses to my tax return so that it is applied before I get a refund of my credit due from my Alternative Minimum Tax balance.

Answer

Here is how to override the optimization to claim medical expenses on you and your spouse's tax returns:

For tax year 2018 to claim medical expenses, 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 TurboTax online editions

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

 

In TurboTax CD/download editions

You will need to override the amounts on line 330 of your schedule 1 forms:

  1. Select the Forms button in the menu up top to enter Forms mode.
  2. In the bottom-left, select the Forms tab and choose Schedule 1.
  3. Navigate to line 330 and place your cursor in the field.
  4. Press F2 to override the calculated amount and type the amount you want to enter.

Repeat steps 2-4 on your spouse’s return.

 

 

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