Discussion:Claiming medical for a non-dependent

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Discussion Forum Index --> Basic Tax Questions --> Claiming medical for a non-dependent


Discussion Forum Index --> Tax Questions --> Claiming medical for a non-dependent

Holymoley (talk|edits) said:

15 July 2009
Is there still a rule allowing claiming medical expenses as an itemized deduction for a non-dependent, who meets all the rules for so claiming except for the income limit of $3600?

Kirthe (talk|edits) said:

16 July 2009
Yes, with a slight correction:

A taxpayer can deduct medical expenses paid for an individual who could have been claimed as a dependent except such person failed the gross income test: for 2008 it was $3,500 (and $3,650 for 2009).

This "could-have-been-a-dependent" must meet all the other dependency requirements.

Riley2 (talk|edits) said:

16 July 2009
You may claim medical expenses paid for a non-dependent if the non-dependent qualifies as a dependent except for the gross income test, the dependent parent test, or the joint return test.

Example -- my 16 year old daughter is my dependent, and therefore, she cannot claim a dependency exemption for her 1-year old child. However, she can claim a deduction for any medical expenses paid on behalf of the child.

Example – I support my 18 year old son who files a joint return with his wife. Thus, I cannot claim a dependency exemption for my son. However, I may claim a deduction for any medical expenses paid on his behalf.

Example – I support my 90 year old grandmother who has $9,000 in gross income. I cannot claim a dependency exemption for my grandmother because of the gross income test; however, I can deduct her nursing home expenses that I pay each year.

NMexEA (talk|edits) said:

16 July 2009
"You don't get it. I coulda been a DEPENDENT!"

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