For Anyone From Mass., Please ? Sr. Citizen Question

Mar 12, 2019 2 Replies

Hello,



Sr. Citizen now, so please bear with me a bit:



On the Mass tax forms, I see that now if you do not itemize on the Federal 1040, you cannot deduct any Medical Expenses (like before).



I will be taking the Standard Deduction on the Federal.



Is there now anything on the Mass State tax form, that, more or less, makes up for not being able to use the Medical Deduction anymore ?



It was a "biggie" for us. Is it just simply gone, or is there something in the forms that now helps make up for it.



If so, where please ?



I always have trouble with understanding the Mass Forms; takes me so much longer doing them than the Federal; seems so convoluted and complex (at least for me)



Thanks, Bob


Bob - I'd highly recommend you get a copy of TurboTax. The $50 or so is money well spent, and you can save yourself a lot of grief. I am in Massachusetts as well. I imagine the Mass tax might be independent, letting you take the deduction, since it still gave me exemptions despite the federal form no longer having them. It's a big state, if I knew you were within, say, 10 miles, I might just drive over and use one of my 5 allowed Filings to install on your computer and help you out. I learned, long ago, the forms are awful and have used Tax software for over 30 years.

Hi Joe Taxpayer,

Really nice of you to offer to come over, but frankly, due to medical situations not all that practical. Really appreciate the offer, very, much. Thanks so much.

I posted the following this am, but have not received any replies. Perhaps you can take a stab at it.

Using the Deluxe ed of Turbo Tax.

Have some Capital Gains which should be going on Sch. 1, the Additional Income...one.

But- I can pull up the blank form fine, but it will not allow me to either check the box for Sch D not being needed, or to enter any numbers in Line 13.

Any ideas why this might be ?

Or, is it that the Deluxe vers does not allow entering data in Sch. 1 ?

I'm out of ideas.

Regards, and thanks again, Bob

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