Didn't get the rebate I was told I would.

subscriber

Hi folks,

I submitted my medical expenses on PAYE online last week for my tax credits. I had expenses of over 9000 euro due to surgery I had to pay for myself. I rang the PAYE helpline to get some clarity on what figures from my P60 to enter online and in the process also asked roughly how much of a rebate i would be entitled to. I was told 20% of what I spent on medical costs which was working out at around 1600 euro according to the revenue assistant I talked to.

Two days ago I received the rebate, but only for half that amount, roughly speaking 850 euro. I rang back today for clarification on why this was and she said it was most likely because I had illness benefit of 1800 last year as well and this was most likely deducted in the calculation.

By my estimates 20% of 9000 minus 1800 still equals far above only 850 which i have received.

Could there by any other cause for not having received what i expected?

Bold Abdu

Depending on what your total income was for the year, your marginal tax rate may have been 41%,

Thus, the €1,800 SW would be taxed at 41% = €738 liability.

Tax relief on medical expenses is at 20%, => €9,000 × 20% = €1,800.

Offset the 2 and some large rounding errors gets you to your refund

Mr. Incognito

Its a refund against tax paid. If you didnt pay enough tax nothing to refund