How to Itemize Your Medical Expenses on Your Taxes Story

How to Itemize Your Medical Expenses on Your Taxes

Do you have a lot of medical expenses in the USA? Learn how to itemize your medical expenses on your taxes to increase your return.

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When a family friend suggested we itemize those medical expenses on our taxes for the year, we were thrilled.

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We already kept a careful budget (using the program YNAB) and had a separate category for medical. We assumed it would be easy to just stick that total into our taxes.

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Imagine our surprise to see that instead of one lump sum for “medical,” we had to categorize it! There were separate entries for prescriptions, doctor bills, facilities, labs, and more.

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After this time-consuming disaster, we made a spreadsheet with a new tab for each of the different medical categories.

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Each time we entered a medical expense into our budget, we also added it to our spreadsheet in the proper category.

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By doing this a couple of times each week, we saved so many hours at the end of the year and ensured that we never missed an expense.

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- Prescriptions - Medical Professionals - Facilities - X-Rays and Lab Work - Long-Term Care - Glasses and Contacts - Supplies and Equipment - Travel Expenses

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