71.3k views
4 votes
Megan is single 45 years old and has an adjusted gross income of $70,000 for a tax year. She has the following medical expenses prescription 1480 Dr. Cole pays 950 dental bills 2,800 excessive tummy tuck surgery 6500 health insurance premium after-tax 1800. What is the amount of a lab of medical and dental expenses? Megan can

report on schedule a form 1040 line 4?

User Rosamund
by
8.7k points

1 Answer

5 votes

Final answer:

Megan can report $1,780 of medical and dental expenses on Schedule A (Form 1040) Line 4, calculated by subtracting 7.5% of her AGI from the total of her qualified medical expenses, which excludes her elective procedure costs.

Step-by-step explanation:

To calculate the amount of medical and dental expenses Megan can report on Schedule A (Form 1040) Line 4, we need to consider the IRS rules for medical expenses deductions.

First, only the expenses that are more than 7.5% of a taxpayer's adjusted gross income (AGI) are deductible. Therefore, we have to calculate 7.5% of Megan's AGI. Megan's AGI is $70,000, so 7.5% of $70,000 is $5,250.

Now, we will tally Megan's medical expenses that are deductible under the tax law.

These include prescriptions, doctor co-pays, dental bills, and health insurance premiums paid with after-tax dollars.

To find Megan's total medical expenses:

Health insurance premiums: $1,800

Total medical expenses before reduction: $1,480 + $950 + $2,800 + $1,800 = $7,030

However, the expense for elective procedures such as 'excessive tummy tuck surgery' is not deductible.

Therefore, we do not include the tummy tuck surgery expense of $6,500 in the calculations.

To determine the deductible amount, we subtract the 7.5% AGI threshold from the total medical expenses:

$7,030 - $5,250 = $1,780

Thus, Megan can report $1,780 of medical and dental expenses on Schedule A (Form 1040) Line 4.

User Bhavesh Shah
by
8.6k points