How does an after year end medical expense reimbursement affect the deduction?

[gsa11]

I filed a client's return with standard deduction on the federal return and itemized on the California return.  Client just informed me that they very recently received (in 2023) an insurance reimbursement for part of the cost of one of the medical expenses deducted in 2022.  Because the reimbursement occurred after year end, my thought was that the reimbursement should be set against current year itemized medical expenses to reduce them.  Or are we supposed to amend the prior year tax return and adjust the expense?

[dkh]

https://www.irs.gov/publications/p502#en_US_2022_publink1000179110

This should help answer your question

[gsa11]

Thanks!  And how did you manage to link to that one specific part of the page?  I don't know how to do that.

[qbteachmt]

"And how did you manage to link to that one specific part of the page?"

The part on the left of the # is the URL (resource) and the part from the # is the indicator of a specific hypertext link (position). You can do it yourself: Remove the # and everything to the right of it = the Pub. Then, on the left, click on a hypertext reference, and you just created that same sort of reference (hot link) to that place in the text.

[dkh]

@gsa11    I did copy/paste of URL once I had the topic you needed on my screen.

[BobKamman]

IRS pubs don't really help with answers to California rules, do they?