tax back

keithb93

Hi, so i had laser eye surgery in 2015. i borrowed the money for this from my brother. I cant claim tax back on this because i didnt earn enough money that year. is it possible for my brother to claim the tax back on this? even with my name on the reciept? thanks

amtc

Tax back and what you earned have no relationship. You simply claim tax back and get it paid back by way of transfer. It matters not a jot if you earned nothing that year

diceyreilly

amtc wrote: »

Tax back and what you earned have no relationship. You simply claim tax back and get it paid back by way of transfer. It matters not a jot if you earned nothing that year

I think it does.
If you pay 100 Euro tax, you can’t claim 100 Euro tax back.

Avatar MIA

It's called tax back for a reason.

No, your brother cannot claim it back as he did not incur the expense. He gave you a gift, which has in itself tax implications, but likely exempt.

keithb93

Avatar MIA wrote: »

It's called tax back for a reason.

No, your brother cannot claim it back as he did not incur the expense. He gave you a gift, which has in itself tax implications, but likely exempt.

Thanks, the only reason i ask is that you can claim tax back for medical expenses of a family member, if you payed for it.

http://www.familyfriendlyhq.ie/family-blog/are-you-claiming-back-your-tax-relief-on-family-medical-expenses-including-ivf-treatment

Avatar MIA

keithb93 wrote: »

Thanks, the only reason i ask is that you can claim tax back for medical expenses of a family member, if you payed for it.

http://www.familyfriendlyhq.ie/family-blog/are-you-claiming-back-your-tax-relief-on-family-medical-expenses-including-ivf-treatment

I think laser eye surgery is going to fail as a qualifying medical expense, unless you can get doctor to sign off on you not being able to wear glasses (apparently some can't).

However, re you brother being able to claim it as an expense. I think the family relationship (do get this confirmed though) is if they are your child and under 18.

https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/health-and-age/health-expenses/health-care-for-children.aspx

amtc

I do have experience of this. I got my eyes lasered in 2012. My dad paid for it. I had taken redundancy from my job so was claiming jsb.

I claimed and got a refund through revenue.

I later worked in revenue and there is no need to pay tax to get relief on expenses.

Avatar MIA

amtc wrote: »

I do have experience of this. I got my eyes lasered in 2012. My dad paid for it. I had taken redundancy from my job so was claiming jsb.

I claimed and got a refund through revenue.

I later worked in revenue and there is no need to pay tax to get relief on expenses.

From what I can see on the Revenue website you get tax relief on qualifying health expenses at the standard rate, 20%. Tax relief implies you paid tax.

From your experience of working within revenue can you point out on the website where the Revenue (of all people!) detail how they pay back tax to people that have not paid tax.

relax carry on

It's incredibly straightforward. Don't overcomplicate it. If you have paid health expenses for anyone you can look for tax relief on those expenses paid. In order to obtain a refund of tax, you need to have paid tax in the year the expenses occurred.

From the revenue website:

https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/health-and-age/health-expenses/index.aspx

You can claim relief on the cost of health expenses. These can be your own health expenses, those of a family member or any individual’s, as long as you paid for them.

You receive tax relief for health expenses at your standard rate of tax, 20%

In the the opening post, the scenario as outlined means the poster who paid the bill and whose name is on the receipt is the same one who can make the claim. If they have no tax paid I that year then no refund is due.