1040-US: Unreimbursed qualified medical expenses are not transferring to Schedule A

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Question

Why aren't the total unreimbursed qualified medical expenses transferring to Schedule A as a medical expense deduction?

Answer

You cannot take a deduction on Schedule A for any amount that you include in the All distributions were used to pay unreimbursed qualified medical expenses and Amount of unreimbursed qualified medical expenses if less than gross distribution fields in Screen 1099SA.

Related topic: Medical and health savings accounts FAQs (1040)

Share This