Health Expenses

nailik

Hi
Hopefully somebody can help:

I was trying to claim health expenses for the past few years via the Revenue myaccount website.

It says I have to fill out Form 12, but when I try to do so, I get a pop-up saying I am already registered. (See attached image)

I sent a mail to Revenue querying this and got a message saying they’ll get back to me within 20 working days!

So I was wondering if anyone could shed any light on what I’m doing wrong.

Stratvs

The reason for this is you or spouse if married are registered for Income Tax ( Self-assessment ) as well as a PAYE worker. You must have some non-PAYE income from either rent or self-employment or such which exceeds €5Kpa and have to file Form 11 not Form 12.

nailik

Excuse my stupidity, but I don't understand. Does that mean I have to have non-PAYE income to claim health expenses?

Stratvs

nailik wrote: »

Excuse my stupidity, but I don't understand. Does that mean I have to have non-PAYE income to claim health expenses?

No, Revenue have you registered for Income Tax as well as PAYE. Why that is I don't know, if you don't know either then you'd need to ring them to find out why. But if you are registered for Income Tax you can't file a Form 12 you must file a Form 11 and all your income , paye etc. and medical go on the Form 11 instead.

nailik

Stratvs wrote: »

No, Revenue have you registered for Income Tax as well as PAYE. Why that is I don't know, if you don't know either then you'd need to ring them to find out why. But if you are registered for Income Tax you can't file a Form 12 you must file a Form 11 and all your income , paye etc. and medical go on the Form 11 instead.

Ok, thanks..I'll give them a call.

allthedoyles

Hi


When you are applying online for a P21 , it is straightforward if you have no other claims other than a P60.
However if you want to apply for a balancing statement and claim health expenses , then you have to add the medical expenses to your claim/form.


The easiest way to do this is to take download the revenue app and upload your receipts as they happen .


So at year end , when you apply for balancing statement you will be asked to add the health expenses .

catrat12

Dont know if in right thread

But i received my p21 and there was an underpayment revenue said they will take it out in tax credits

is medical expenses also on the p21 or totally seperate as applied for them aswell

thank you

Geuze

catrat12 wrote: »

Dont know if in right thread

But i received my p21 and there was an underpayment revenue said they will take it out in tax credits

is medical expenses also on the p21 or totally seperate as applied for them aswell

thank you

When you submitted your Form 12 or Form 11 tax return, you include any med exps on that form.

Then Revenue generate the P21.

Yes, med exps will be listed on the P21.

joeysoap

When I was completing my tax form on line I just added up the bills and entered that figure. It was always included on my p21, I didn’t download the app or upload any thing. I keep the receipts for 6 years but so far revenue have not requested them. I have much bigger costs this year, should I be doing it differently?

Calahonda52

joeysoap wrote: »

When I was completing my tax form on line I just added up the bills and entered that figure. It was always included on my p21, I didn’t download the app or upload any thing. I keep the receipts for 6 years but so far revenue have not requested them. I have much bigger costs this year, should I be doing it differently?

No need to, however if the numbers are really different, then uploading the receipts will head them off at the pass if yours gets picked out for a look?