Add Medical Tax Line Items (edited)

explorer2024

Simplifi only offers the following tax line items for Medical:

1. Doctors, dentists, hospitals
2. Medical travel and lodging
3. Medicine and drugs

Please consider adding:

1. Health insurance
2. Medical supplies
3. Eyeglasses and contact lenses
4. X-rays and labs
5. Long term care

Since Simplifi already has sub-tax-line-items for some Medical Expenses, it needs to have a more complete list. Otherwise, having only the current three subitems doesn't make too much sense.

Coach Jon

Hello @explorer2024,

Thanks for the idea post. We will go ahead and keep this idea post available to vote for, however, I will note that users can create categories of their own that are tax-related within Quicken Simplifi. https://support.simplifi.quicken.com/en/articles/4378958-managing-categories-and-subcategories

-Coach Jon

DryHeat

When creating a new category that is related to Tax Form Schedule A, the "Tax line item" field does not include a choice for "Health insurance." It should.

I realize that you cannot include a "tax line item" for every conceivable expense that falls under Schedule A, Line 1 (Medical and dental expenses). But health insurance is one of the major expenses that comes under that heading.

If you can't do that, maybe you should create a "tax line item" called "Medical and dental expenses" (matching the label on Line 1) to serve as an umbrella category for expenses that don't match one of your existing line items (like "Medicine and drugs" or "Doctors, dentists, hospitals).