SimpleTax Help

Why don’t my medical expenses appear on my return?

This answer only applies to partners with linked returns.

We initially allocate medical expenses (for you, your partner, and your children) to the lower-income person. Once you have both finished your returns and have run the optimizer, you can decide who claims them.

We initially allocate medical expenses to one of you based on what you’ve entered in your tax returns so far. Once you’ve both finished your returns and have run the optimizer, we’ll allocate them to the person who benefits the most from claiming them. If you like, you can change the optimization results.