Tony-J Posted April 1, 2023 Report Share Posted April 1, 2023 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 Quote Link to comment Share on other sites More sharing options...
Curmudgeon Posted April 1, 2023 Report Share Posted April 1, 2023 Medical expenses that can be claimed are expenses minus minimum($2,479, 3% of net income). 3% of net income of lower income spouse is usually less than $2,479 yielding a greater deduction. It is usually best to have medical expenses flow to the lower income spouse. Quote Link to comment Share on other sites More sharing options...
Tony-J Posted April 1, 2023 Author Report Share Posted April 1, 2023 I have calculated the difference and my spouse marginal tax rate is 48% and we have over 20K medical expense. using $2479 is actually beneficial in our case. Is there anyone know how to force to use higher income family member for medical expense? Thanks in advance! Quote Link to comment Share on other sites More sharing options...
clw Posted April 2, 2023 Report Share Posted April 2, 2023 You can choose under the medical expenses dialogue in the Interview section. In my case, there was a 3$ dollar benefit if forced to the higher income earner. This is unusual and could be due to the optimizer working with pension fractionation, charitable donations and medical expenses simultaneously. Quote Link to comment Share on other sites More sharing options...
Tony-J Posted April 2, 2023 Author Report Share Posted April 2, 2023 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. Quote Link to comment Share on other sites More sharing options...
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