How can I declare my medical expenses in my tax return?
November 7, 2023 | 40,00 EUR | answered by Wolfgang Lenzner
Dear Sir or Madam,
My name is Lina Weise and I would like to know how to declare my medical expenses in my tax return. This year, I had some medical costs that accumulated due to doctor visits, medications, and therapies. I am unsure of how I can claim these costs on my taxes.
Currently, I am concerned about the financial burden of my medical expenses and wonder if I can get some of these expenses back through my tax return. I know that it is possible to deduct certain medical expenses on taxes, but I am not sure which expenses are eligible and how to correctly declare them on my tax return.
Can you please explain to me which medical expenses I can declare in my tax return and what documents I will need for this? Are there specific requirements that I need to meet in order to deduct my medical expenses? Are there any exceptions or special considerations that I should be aware of?
I would greatly appreciate your assistance with this issue, as I would like to know if I can claim a portion of my medical expenses on my taxes. Thank you in advance for your support.
Sincerely,
Lina Weise
Dear Mrs. Weise,
Thank you for your inquiry regarding the reporting of medical expenses in your tax return. It is indeed possible to claim certain medical expenses for tax purposes in order to recoup some of the financial burden of your healthcare costs.
Firstly, you should be aware that you can only include extraordinary burdens in your tax return. Medical expenses generally fall into these extraordinary burdens. This includes, for example, doctor's visits, medication costs, therapy expenses, rehabilitation measures, co-payments for medications and treatments, travel expenses to medical appointments, as well as costs for aids such as glasses or hearing aids.
In order to report these costs in your tax return, you will need supporting documents such as invoices, receipts, and bank transfer receipts. It is important that the costs can be clearly and unambiguously attributed to medical expenses. Therefore, be sure to keep all receipts carefully in case of an audit by the tax office.
There are certain requirements that you must meet in order to deduct your medical expenses from taxes. Firstly, the costs must have actually been incurred and necessary to treat or alleviate an illness. Secondly, the costs must exceed the financial burden that would arise from an illness without extraordinary burdens.
However, there are also exceptions and special considerations to keep in mind. For example, costs for cosmetic surgeries, wellness treatments, or non-prescription medications are generally not recognized as extraordinary burdens. Additionally, there are certain maximum amounts that can be claimed per year and per person.
I hope this information helps you and answers your question about reporting medical expenses in your tax return. If you have any further questions or need assistance, I am happy to help.
Sincerely,
Wolfgang Lenzner
Tax Advisor
