Tax Refund claims for Medical Expenses

Medical Expenses Top Tax Tips

"Most of us struggle to keep and eventually locate all of our medical receipts.  

So, why not ask your doctor and local pharmacy for a statement  – This can be used to claim tax relief on medical expenses."  From John.

What can be claimed?

If you pay for medical expenses anywhere in the EU, at the end of the calendar year you may be entitled to a partial refund through a tax claim.

Most medical expenses are covered except for treatments such as routine eye checks, dental cleaning and fillings.  Other exceptions include expenses covered by Medical Insurance or agencies such as a Health Board.

 

How much can be claimed?

The type and the amount of tax relief allowed have changed frequently in the last few years.  We have included the main details here, but be advised that small variations from year to year may significantly impact your situation.

2009 - 2011: The full amount of your medical expenses can be claimed.  The tax relief is at up to 20%, regardless of whether you are a higher or standard rate tax payer.

2008: The full amount of your medical expenses can be claimed.  The tax relief stands at 41% for higher rate tax payers and 20% for standard rate tax payers.

 The same rules apply for 2012 as 2011 - but you need to wait until the end of the tax year to make any claim.

 

Am I due Tax Refunds?

If you would like to estimate your tax refund, try our Tax Refund Calculator

Or just put your details into the contact form and we'll be in touch!

  

 For more information

 


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