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Topic 5 - Claiming Medical and Dental Expenses
In figuring the medical and dental expenses deduction you will learn which expenses and whose expenses you can claim on your tax return. You can include in your medical expense deduction the cost of diagnosis, cure, mitigation, treatment, or prevention of disease including the costs of equipment and devices needed for these. This topic will help you understand the itemized deduction for medical and dental expenses. Medical expenses would not include items that are for the general health as with vitamins.Mukesh was diagnosed by his physician with a heart disease. His doctor advised Mukesh to enroll in a gym. Mukesh paid $45 per month in 2009 for the gym membership. Muskesh itemized for tax year 2008. He had un-reimbursed medical expenses for a total of $1,500 in tax year 2008. His AGI was $27,000 a bit less than his AGI in 2009 tax year. He calculated his qualified medical expenses to include in line 1 of Schedule A for 2009 tax year. In 2009, Mukesh received a reimbursement from his insurance company of the $1,500 he had paid in 2008. Get their personal information from the following W2, including address and income information.
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