Tony-J

Thank you very much. I just tried it. you are right, the software did chose the best for our case. If I force to claim medical expense by spouse actually the refund is $100 less otherwise. So I kept the claim after all. But this is good to know.

I have calculated the difference and my spouse marginal tax rate is 48% and we have over 20K medical expense. using $2479 is actually beneficial in our case. Is there anyone know how to force to use higher income family member for medical expense? Thanks in advance!

We have a lot of medical expense and my spouse's marginal rate is high. I think this is beneficial to let my spouse to claim medical expense. Could you please show me the way? Thanks