Advertisement
If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)
Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie
Hi there,
There is an issue with role permissions that is being worked on at the moment.
If you are having trouble with access or permissions on regional forums please post here to get access: https://www.boards.ie/discussion/2058365403/you-do-not-have-permission-for-that#latest

Medical claim for cohabitants

  • 12-01-2012 12:10pm
    #1
    MagicSean
    Closed Accounts Posts: 9,897 ✭✭✭


    My partner and I live together and share our finances so our medical expenses come out of a joint account. We have medical expenses of 1600 to claim for last year. Is it more beneficial to claim these expenses on the income of the higher or lower earner or does it make a difference?


Comments

  • #2
    relax carry on
    Registered Users, Registered Users 2 Posts: 4,113 ✭✭✭relax carry on


    MagicSean wrote: »
    My partner and I live together and share our finances so our medical expenses come out of a joint account. We have medical expenses of 1600 to claim for last year. Is it more beneficial to claim these expenses on the income of the higher or lower earner or does it make a difference?

    Well since health expenses are allowable at 20%, it does not matter really so long as either of you have enough tax paid in 2011 to claim the full rebate of 1600 x 20% (320 euro)


  • #3
    MagicSean
    Closed Accounts Posts: 9,897 ✭✭✭MagicSean


    Ah right. I thought it would be more beneficial to the person who paid the higher rate. Thanks.


  • #4
    Mr. Incognito
    Registered Users, Registered Users 2 Posts: 9,798 ✭✭✭Mr. Incognito


    If you are not married you are separately assessed and can only claim your own medical expenses and not your partners.

    If you are married and are jointly assessed it is the one pot and makes no difference


  • #5
    nompere
    Registered Users, Registered Users 2 Posts: 1,678 ✭✭✭nompere


    Mr. Incognito wrote: »
    If you are not married you are separately assessed and can only claim your own medical expenses and not your partners.

    If you are married and are jointly assessed it is the one pot and makes no difference

    Sorry Mr I, but you are wrong.

    I've copied this from Page 3 of a Med 1:

    Individuals for whom tax relief may be claimed

    You may claim a refund of tax in respect of medical expenses paid or incurred by you:
    On your own behalf
    For the year 2008 and subsequent years on behalf of any other person (no restrictions).

    http://www.revenue.ie/en/tax/it/forms/med1.pdf


Advertisement