Dental Tax Relief

pillphil

An accountant friend of my father told him my mother could claim tax relief on dental work I'm having done, but I can't find any information to confirm that.
What I can find says she could claim it if she paid for it.

srsly78

http://www.revenue.ie/en/tax/it/leaflets/it6.html#section3

relax carry on

pillphil wrote: »

An accountant friend of my father told him my mother could claim tax relief on dental work I'm having done, but I can't find any information to confirm that.
What I can find says she could claim it if she paid for it.

So long as the dentist fills on a med 2 form for whoever paid the bill, they can look to clim tax relief on those expenses. Note, normal dental visits etc aren't allowable.

pillphil

So I'm right in thinking she could only claim it if she had paid it and not if I had, which the accountant said she could.

That's an awkward sentence, let me try again.

So the accountant is wrong in saying that she could claim relief on the dental work even though I paid for it?

carman2011

The person who had the work done can claim for it, the med2 will be made out to the person who was in the dentist chair.
Tax relief can be claimed on non routine dental work only.
However, if u are a dependant child, then your parents can claim.

relax carry on

pillphil wrote: »

So I'm right in thinking she could only claim it if she had paid it and not if I had, which the accountant said she could.

That's an awkward sentence, let me try again.

So the accountant is wrong in saying that she could claim relief on the dental work even though I paid for it?

From Revenues leaflet on the expenses

"Who can I claim tax relief for?
You may claim tax relief in respect of any qualifying health expenses paid by you in respect of any individual."

pillphil

carman2011 wrote: »

The person who had the work done can claim for it, the med2 will be made out to the person who was in the dentist chair.
Tax relief can be claimed on non routine dental work only.
However, if u are a dependant child, then your parents can claim.

What's the definition of a dependant child? This?

You can claim the Dependent Relative tax credit if you maintain at your own expense a:

Relative, including a relative of your spouse or civil partner, who is unable, due to old age or infirmity, to maintain himself or herself
Widowed father or mother of yourself, your spouse or civil partner or a parent of your civil partner who is a surviving civil partner, regardless of the state of his or her health
Son or daughter or a child of your civil partner who resides with you and on whose services you are compelled to depend due to old age or infirmity.

So, the answers no, which is what I initially thought, but my auld lad seemed to think otherwise.
I don't pay enough tax to claim anything back, but I understand that I have four years from the start of the treatment to claim it back, I'm currently having orthodontic treatment, which I'm paying in instalments, should I be getting a separate med 2 form filled out after making each payment, or can I wait until the end and just get one filled out?

relax carry on wrote: »

From Revenues leaflet on the expenses

"Who can I claim tax relief for?
You may claim tax relief in respect of any qualifying health expenses paid by you in respect of any individual."

I could always give my mother a present of €4000 and hope she buys me braces with it.

tooth_doc

Med2 form is generally used but the revenue website as quoted above will have the details

teddyirl

I got braces in 2013 and have just filled out the Health/Medical Tax Relief through PAYE Anytime.

After, reading the T&C I don't need to send the Med2 form in but just keep it encase I get randomly selected to show proof.

My question is, when will I receive my tax back?
Will it automatically be updated on the system and send out ASAP?

Cheers
Tedz

relax carry on

teddyirl wrote: »

I got braces in 2013 and have just filled out the Health/Medical Tax Relief through PAYE Anytime.

After, reading the T&C I don't need to send the Med2 form in but just keep it encase I get randomly selected to show proof.

My question is, when will I receive my tax back?
Will it automatically be updated on the system and send out ASAP?

Cheers
Tedz

If all is order, the system automatically processes the claim within 48 hours. A p21 balancing statement issues to your online account if you ticked the box to receive your correspondence electronically. And if you entered your bank details, any refund issues within 3 working days to it.

If you didn't tick the correspondence box, the p21 issues via snail mail. If you didn't include your bank details, a cheque for any refund due issues via snail mail.

teddyirl

Perfect , I updated the system with my email, bank details and for electronic correspondence but every time I login it asks for the details again..

Lets hope one of the 5 times I'v re-entered the details work and its transfers automatically

Thanks for the reply

DMK1982

Hi, just wondering if someone may be able to help with this. My fiancee had some work done last year. The med2 form was made out to her, but I was the one that paid for the treatment as she does not work.

Can I claim the tax back on this without the med2 form being in my name?

Kristopherus

DMK1982 wrote: »

Hi, just wondering if someone may be able to help with this. My fiancee had some work done last year. The med2 form was made out to her, but I was the one that paid for the treatment as she does not work.

Can I claim the tax back on this without the med2 form being in my name?

My understanding is if you pay tax, you can claim for anyone in the family/household. As the claimant, you will have to fill out the Med 1 form iirc.The Dentist fills in Med 2.

DMK1982

Kristopherus wrote: »

My understanding is if you pay tax, you can claim for anyone in the family/household. As the claimant, you will have to fill out the Med 2 form iirc.

Is there an issue with the clinic already supplying my fiancee with the med2 form in her name? I would have given her the money to pay for the treatments.