I want to add my medical expenses and I keep getting this message "We checked, and this deduction won't affect your taxes"

Forum|Forum|1 year ago
February 27, 2025
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BillM223

TurboTax compares your itemized deductions and checks to see if they are greater than your Standard Deduction, to save you a lot of typing.

However, you may have a lot more itemized deductions to enter, so you should be able to click on "I want to enter expenses anyway" (or something like that), and you will be allowed to continue...

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bethanyjoy77

I'm having the same problem.

SharonD007

You may be getting that message because your medical deductions must exceed 7.5% of your adjusted gross income to deduct as an itemized deduction. Refer to the TurboTax article The Ultimate Medical Expense Deductions Checklist, and Are Medical Expenses Tax Deductible? for more information.

And as BillM223 states, your itemized deductions must exceed your Standard Deduction to affect your taxes.

Please review the TurboTax article Standard Deduction vs. Itemized Deductions: Which Is Better? to find out if you may be able to claim itemized deductions.

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bethanyjoy77

My medical expenses do meet that requirement and the software has already suggested that I itemize. I just need to be able to enter my medical expenses. It let me enter some when I first went through the steps, but I want to add more now. It won't give me that option.

swedebythesea

I have the same problem. I itemize and my medical expenses are larger than 7.5% of AGI, I can not enter the expenses, I only get the message:

"We checked, and this deduction won't affect your taxes"

I have shard my return with an agent, CA state and token 1297740.

Please help!

AnnetteB6

If you are using a desktop version of TurboTax, follow these steps:

Go to Forms at the top of your screen.
Then look for Medical Wks in the list of forms on the left side of the screen.
Click on that form, then click the Delete Form button at the bottom of the screen. This will reset the Medical Expense section of your return.
Click the Step-by-Step button at the top of the screen to go back to the data entry for your return.

If you are using TurboTax Online, follow these steps:

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
On the drop-down select Tools
On the Pop-Up menu titled “Tools Center,” select Delete a Form
This will show all of the forms in your return -- look for Medical Wks or Medical Worksheet
Select the Form
Click on Delete.

@swedebythesea

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adriannye

The steps for the Mac desktop version are incorrect. After click "Medical Wks" there is no option to delete the form at the bottom of the page as described (or anywhere else for that matter). The only way to delete the form is the Forms menu at the top of the screen (not in the Turbotax window). It has a "Remove Medical Wks" option. It would be easy to miss this if you are looking for "Delete".