LKk315

Thank you mcb39.

Thank you WITAXLADY, Patrick, and mcb39. Additional information: The individual is in a nursing home due to being in a coma. Should I report the full unreimbursed medical expense of $31K, or is it limited to the $11K taxable SSB amount? Does the source of revenue (SSB) used to pay the medical expense and the taxable portion of SSB matter? I appreciate any input anyone has to offer.

The total Social Security benefit reported on Form SSA-1099 is $33,308, of which $11,246 is taxable. Other resource of income are from 1099-R of $26K and W-2 wages of $3K. The Social Security benefits were used to pay for medical expenses. In mid-year, the SSB payment went directly to nursing home. The Form SSA-1099 reported the full year amount. The total unreimbursed medical expenses amount to $31,074. Can I report the $31,074 on Schedule A as an itemized deduction after the 7.5% of AGI, or am I limited to the SSB taxable amount of $11,246 for medical expenses.