Melanie Bolar (62) will use the single filing status. Her adjusted gross income during the year was $35,000. This is the amount she entered on her Form 1040, line 11. She would like to itemize deductions when she files her 2021 federal Form 1040 if it will result in a more favorable tax outcome. To seek relief from a medical condition during the year, Melanie traveled to a clinic in another state. She incurred the following trip-related expenses: $90 for a room in a hotel near the clinic (one night). $85 for non-hospital meals while she was away from home. Mileage. Melanie drove her own vehicle, and the round-trip distance was 500 miles. Melanie is not eligible for employer-sponsored health insurance. In addition to the travel expenses, Melanie incurred the following non-trip related, out-of-pocket medical expenses: $2,200 net out-of-pocket for health insurance premiums (paid with after-tax dollars). $1,300 for prescriptions. $350 in co-pays to her doctor. $300 for new glasses. $600 for basic dental services, including x-rays and exams.     Melanie's partially completed Schedule A, Itemized Deductions, is shown below. What amount should she enter for the total of her medical and dental expenses?

SWFT Individual Income Taxes
43rd Edition
ISBN:9780357391365
Author:YOUNG
Publisher:YOUNG
Chapter5: Gross Income: Exclusions
Section: Chapter Questions
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Melanie Bolar (62) will use the single filing status. Her adjusted gross income during the year was $35,000. This is the amount she entered on her Form 1040, line 11. She would like to itemize deductions when she files her 2021 federal Form 1040 if it will result in a more favorable tax outcome.

To seek relief from a medical condition during the year, Melanie traveled to a clinic in another state. She incurred the following trip-related expenses:

  • $90 for a room in a hotel near the clinic (one night).
  • $85 for non-hospital meals while she was away from home.
  • Mileage. Melanie drove her own vehicle, and the round-trip distance was 500 miles.

Melanie is not eligible for employer-sponsored health insurance. In addition to the travel expenses, Melanie incurred the following non-trip related, out-of-pocket medical expenses:

  • $2,200 net out-of-pocket for health insurance premiums (paid with after-tax dollars).
  • $1,300 for prescriptions.
  • $350 in co-pays to her doctor.
  • $300 for new glasses.
  • $600 for basic dental services, including x-rays and exams.
 

 



Melanie's partially completed Schedule A, Itemized Deductions, is shown below. What amount should she enter for the total of her medical and dental expenses?

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The answer is, $4,880, you forgot to add the mileage. 

Mileage is .16 X 500= $80 + $4,800= $4,880

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Melanie's partially completed Schedule A, Itemized Deductions, is shown below. Given the adjusted gross income limitation, what amount can she deduct for eligible medical and dental expenses?

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