As virtually all of my clients’ medical travel is calculated using the 2: Simplified, AND the method needs to be consistent for each tax return, could the 1: Detailed and 2: Simplified, be an option at the top of medical travel screen instead of dealing with it for each trip?
I second that!
Me too… that would save time
Thank you for the suggestion. I will log a bug to look at this for 2020.
Despite several requests, medical travel expenses are NOT included in the optimization of medical expenses. I had an unusual scenario yesterday where the client had medical travel expenses but no other medical expenses.
but optimizations showed:
When can we expect this to be addressed?
When I have two years of medical expenses, I end up manually working through the various dates to find the optimal claim. That’s what software should be doing for me.
Your example is a very small claim - does it exceed 3% of net income? If not, then it is correct at 0.00
Or did it go to the spouse’s return?
I added $100 in regular medical expenses
Nothing else has changed so where did the $195.84 in medical travel expenses go? They are NOT included in optimization as previously mentioned.
Try it on one of your files or a test file…
I agree that medical travel does not show up on the optimization page as a dollar value added to other medical expenses. The program still does optimize when there is only travel. I have a couple who only claim travel for medical and taxcycle does give me a warning to consider claiming on the other spouse’s return.
If it is optimizing, it’s not doing a good a job as I have improved on their numbers sometimes substantially. Plus, if travel is including in optimization, it should be included in the total provided on that tab.
Well look at that - I’ve always put the medical travel in the top part of the worksheet so never noticed this, but you’re right. When I moved it to the travel line, it gets lost in the ether.
@Cameron there’s a bug in the Medical Optomization as noted above
@rosanna that warning means that if it’s on the other spouse’s return they will lose less of it via the 3% rule (the other spouse has lower net income).
I just saved a client $220 dollars today on a claim that included both travel and medical expenses.
I agree it needs to be improved. I still do all the checking for optimizing.