Special Oregon Medical Subtraction Calculator

Special Oregon Medical Subtraction (SOMS)
and Self Employment Health Insurance Calculator

Use this Calculator for:

Organizing Medical Expenses for entry into TSO Schedule A. Values in green cells are in the same order as input values for TSO Federal Schedule A. Dental Values are combined with Doctor Copays per TSO.

Splitting Medical Expenses for Speical Oregon Medical Subtraction. Values in orange cells are the input values for SOMS in TSO.

Calculating Self-Employment Medical Insurance.

More detailed instructions are at the bottom. Calculator includes workaround for 2016,and 2017 Tax Slayer Error. Items marked with an asterisk are required

Medical Expenses Table
The data in the green cells are the values to be entered into TSO Federal Schedule A Medical Expenses Screen. Data in the orange cells are the SOMS amounts to be entered into TSO. Data in the red cell should match Schedule A Line 1.
Taxpayer's Name
*Tax Year 0 0 0 0		Calculate Self-Employment Insurance Yes No
Only enter Schedule A expenses not entered elsewhere on the return e.g. do not enter self employed insurance premiums from Schedule C.
Use TSO Column to enter Federal Schedule A Medical Expenses into TaxSlayer. (Row sequence is the same as TSO. Doctor and Dentist Expenses are added together in the Doctor Row.)
Medical Expenses	Taxpayer	Spouse If filing jointly	Other Medical Dependents	Subtotals	TSO Schedule A Medical Expenses
Medicare Insurance Entered on SSA-1099 in TaxSlayer
Other Medical Insurance
Doctor Copays
Prescription Drugs
X-rays, Labs and Tests, etc
Nursing Help
Hospital
Medical Aids (Glasses, Hearing Aids, etc.)
Dentist




Other
Long Term Care (Enter $ up to the limit)					Separately Enter Each Individual in TSO
This is data
Total Medical Expenses
Self-Employment Insurance	Health Insurance Available for S-E = Long Term Care Available for S-E =
Self Employment Adjustment
Net Medical Expenses
Grand Total		<-- Verify equal to Schedule A line 1

Enter Amount from Schedule 1 Line 29

Spouse's birthday is only required if filing status is MFJ

*Federal Filing Status	Single or MFS MFJ HoH or QW
*Federal Deduction	Standard Itemized
*State Deduction	Standard Itemized
*Federal AGI
*Line 3 on Schedule A
*Taxpayer's birthday		*Spouse's birthday

Oregon Special Medical Subtraction Table

1. Enter the amounts in green cells into TSO Oregon Medical Subtraction 2. Verify the amounts in red cells in TSO
Oregon Medical Subtraction	Taxpayer	Spouse
Amounts to Enter into TaxSlayer
Verify Amount on Schedule A, Line 1
Verify Amount on Schedule A, Line 3
Itemized Medical Deduction Amount
Verify Oregon 351 Subtraction

INSTRUCTIONS:
STEP 1A: After assembling Taxpayer's medical data:

Enter the Medical Expenses into the Medical Expense table (the 1st table).
Click the "Calculate the Medical Expense Totals" button.
Enter the data in the green cells into TSO Federal Medical Expenses. The data is in the same sequence as the TSO entry cells.
Enter the data in the orange cells into TSO Special Oregon Medical Subtractions.
If using S-E Insurance DO NOT ENTER any of the three insurance line amounts into TSO. These make up the S-E Insurance Amount.

STEP 1B: Only appears when using Self Employed Insurance (which is not eligible for the premium tax credit)

Complete the federal return. Including entering the insurance and LTC amounts into the S-E Health Insurance Form on Schedule C.
Enter the amount from into the designated box.
Click on the "STEP 1B: Calculate SE adjustment" button. This will subtract the amount of S-E Insurance from the totals. The Grand Total should now agree with Schedule A Line 1

Please report any bugs or discrepancies or suggestions to joe.bowman.ta@mindspring.com with as much information as possible to help resolve the issue.

For Taxpayers who take the Oregon Standard Deduction or do not include medical expenses on Schedule A Line 1
	Taxpayer	Spouse
Allowed Medical Expenses
Max Allowable Subtraction
Per Person Subraction
Total Subtraction A

For Taxpayers who Itemize for Oregon and include medical expenses on Schedule A Line 1
	Taxpayer	Spouse
Individual Medical Expenses
Total Medical Expenses
Applicable Percent
Lesser of line 1 or 3 on Schedule A
Per Person Amount
Max Allowable Subtraction
Per Person Subraction
Total Subtraction B

1. Amount on Schedule A, line 1
2. Amount on Schedule A, line 3
3. Taxpayer's Actual Medical Expenses:
4. Spouse's Actual Medical Expenses:
5.Workaround amount to enter in TP field on Medical Subtraction Screen if itemizing for Oregon and NOT itemizing for federal:
6. Workaround amount to enter in SP field on Medical Subtraction Screen if itemizing for Oregon and NOT itemizing for federal: