Marilyn, Ed's daughter who would otherwise qualify as his dependent, filed a joint return with her husband Henry. Ed, who had AGI of $150,000, incurred the following expenses: Ed has a medical expense deduction of:

Question

Marilyn, Ed's daughter who would otherwise qualify as his dependent, filed a joint return with her husband Henry. Ed, who had AGI of $150,000, incurred the following expenses:  Ed has a medical expense deduction of:

Quizplus · Accepted Answer

Even though Marilyn does not qualify as Ed's dependent because she filed a joint return with her husband, Ed can include the medical expenses he paid for Marilyn and her husband, as long as he would have been able to claim Marilyn as a dependent if she had not filed a joint return. Ed's medical expense deduction is calculated as follows:

- Medical expenses paid: $11,000 
- AGI limitation: 10% of $150,000 = $15,000 
- Excess expenses: $11,000 - $15,000 = $0 
- Before-tax deduction: $0 
- After-tax deduction: $0 
- Ed is not able to claim any medical expense deduction because his medical expenses did not exceed the AGI limitation.

Marilyn, Ed's Daughter Who Would Otherwise Qualify as His Dependent