Tax

Have a Tax Question? Ask a Tax Expert

Ask an Expert,
Get an Answer ASAP!

Tax
This answer was rated:

My son and his wife just had their 2nd child. There are several

My son and his wife...
My son and his wife just had their 2nd child. There are several thousand dollars in medical bills which they cannot pay. My son is self employed and is not making ends meet,much less paying extra medical bills. I am considering paying the bills for them and wondered if I canlegally get a tax deduction on my income tax itemized deductions for 2013 for paying these bills for them. They are not dependents on my form 1040. Thanks for any help you could provide.
Show More
Show Less
Ask Your Own Tax Question
Answered in 21 minutes by:
9/2/2013
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 15,868
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified

Robin D. :

Hello and thank you for using Just Answer,
If you pay someone's medical bills fo rthem that would normally only be allowed as a deduction if the person was your dependent. There is a provision that is the only reason you cannot claim them as a dependent is because they make more than the personal exemption amount, then you are allowed to use the medical bills as a deduction.

Robin D. :

Unfortunately in your son's case if they do not live with you then the exception would not apply. You would have other reasons why you could not claim them, such as you are not supplying more then half of their support and they are married and have income to report.

Robin D. :

You can include medical expenses you paid for an individual that would have been your dependent except that:




  1. He or she received gross income of $3,800 or more in 2012,




  2. He or she filed a joint return for 2012, or




  3. You, or your spouse if filing jointly, could be claimed as a dependent on someone else's 2012 return.



Robin D. :

If the above are the only reasons you could not claim your son as a dependent then you would be allowed to use the medical expenses on your Schedule A that you pay on his behalf.

Robin D. :

The amount for #1 above increases to $3900 for 2013.

Robin D. :

My goal is to give you excellent service. If you are satisfied, please rate me. If you have follow-up questions on this same topic, use the reply box below. To start a new conversation with me on a new topic request me again.

Customer:

So you are saying this - he does not live with me, he will earn more than $3900 in 2013, and he and his wife will file a joint return in 2013 as they did in 2012, I can claim the medical expenses I pay for him in 2013 on my 2013 Schedule A. Is that correct ? Thanks !!

Robin D. :

I am saying that if you could claim him as a dependent except that he earned too much and he filed the joint return (generally just to get a refund because no tax liability was there) then you could use the medical but if they do not live with you then you could not.
You see sometimes a relative or child lives with the taxpayer and still because they earn over the limit they cannot be depdndents but the taxpayer could still use the medical they paid.

Robin D. :

So if they do not live with you then you cannot.

Robin D. :

The person for whom the medical is owed (I am guessing your daughter-in-law if this is for the new baby and congrats on that) then she would have needed to meet all the other requirements but she earned too much or she filed a joint return.

Robin D. :

You see if the person you pay the medical for would need to meet all the other requirements for a dependent but just miss it by either the earnings or the filing a joint return.

Robin D. :

I understand your wanting to assist them and it would be great if you could use the medical on your Schedule A.

Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 15,868
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified
Robin D. and 87 other Tax Specialists are ready to help you
Ask your own question now
Ask Robin D. Your Own Question
Robin D.
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 15,868
15,868 Satisfied Customers
Experience: 15years with H & R Block. Divisional leader, Instructor

Robin D. is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,300 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,310 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

Robin D.

Robin D.

Senior Tax Advisor 4

15,868 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,651 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

R. Klein, EA

R. Klein, EA

Enrolled Agent

1,839 satisfied customers

Over 20 Years experience

< Previous | Next >

Related Tax Questions
My wife and I file a joint return she makes much more than
My wife and I file a joint return she makes much more than I , about 1/2 or less , for paying my share of the taxes would it be better for me to file separately or is it the same amount keeping it as … read more
Robin D.
Robin D.
Senior Tax Advisor 4
15,868 satisfied customers
Living separately but filing jointly with a child dependent.
living separately but filing jointly with a child dependent. While fulfilling all but one requirements for the EIC and CTC, am I entitled for this credit (and child credit as well) when I fail on the … read more
abci168
abci168
Principal
27 satisfied customers
Are medical equipment purchesed tax deductable. I have been
I have been prescribed a portable oxygen generator is this equipment deductable … read more
abci168
abci168
Principal
27 satisfied customers
My wife and I have always filed joint returns. We were
My wife and I have always filed joint returns. We were audited in 2003 and 04. We owed taxes. Our returns were always filed on time. We set up an installment agreement for back taxes in 2008. All taxe… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,452 satisfied customers
Is there a way to carry over medical expenses to subsequent
Is there a way to carry over medical expenses to subsequent years taxes? I know the answer is typically no but we will have very high expenses. Specifically, we will have roughly $1.5 million in medic… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
A taxpayer, Form 1040 Schedule C, is on the cash basis. The
A taxpayer, Form 1040 Schedule C, is on the cash basis. The average revenue for the last 5 years is $5,100,000. There is no inventory. The NAICS is 423600Can he remain on the cash basis?… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I would like to stop filing a married joint return and go
I would like to stop filing a married joint return and go back to filing married single return. my wife has my return and wants to file jointly we have filed an extention 4868. … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I filed a joint return through TurboTax. My taxable income
I filed a joint return through TurboTax. My taxable income was $87,829. Using the IRS's published tax rate schedule, the tax I owe should be $13,499.25. TurboTax calculated I owe $17,787 (this compare… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
Non grantor trust pays qualified medical expenses for
Non grantor trust pays qualified medical expenses for beneficiary. Since the trust can not deduct, are the expenses deducted on the beneficiary's 1040 as qualified medical expenses? … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
481 satisfied customers
I am not filing schedule A for itemized deductions, but
I am not filing schedule A for itemized deductions, but would like to include sales tax in 1040 Form. Where do I put it? … read more
Robin D.
Robin D.
Senior Tax Advisor 4
15,868 satisfied customers
I had significant medical expenses in 2016 that were paid
I had significant medical expenses in 2016 that were paid out of our joint checking account. hey were not in excess of 10% of our combined taxable income. However, they are in excess of 10% of my indi… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I had approximately 7000 in medical expenses that weren't
thank you. I had approximately 7000 in medical expenses that weren't paid by my insurance company, deductibles and such. Can I claim them on my taxers … read more
Robin D.
Robin D.
Senior Tax Advisor 4
15,868 satisfied customers
Dependent Children. 1. Taxpayer's adjusted gross income is
Dependent Children.1. Taxpayer's adjusted gross income is over $ 800K so personal exemptions are phased out. 2. Taxpayer's children are between ages 12 - 17. 3. All three children have earned income o… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
Turbo tax states we need $8469 in medical expenses. We have
Turbo tax states we need $8469 in medical expenses. We have $10736.00 in medical expenses. Turbo Tax states we do not qualify, why?… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I am filing schedule a - itemized deductions - I see
I am filing schedule a - itemized deductions - I see interest(item 10) insurance(item 13) but I can not find the property tax deduction. Is property tax I'd deductible Thank you… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Filing a joint return...additional income my wife earned is
filing a joint return...additional income my wife earned is offering private German language lessons...no business records, nor does she operate as listed business...word of mouth per social networkin… read more
Robin D.
Robin D.
Senior Tax Advisor 4
15,868 satisfied customers
Our Gross Income is $37.800 and our total Medical is
Our Gross Income is $37.800 and our total Medical is $10.240. Can I claim it? … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Deductible medical expenses - I have two questions
Deductible medical expenses -Good Afternoon,I have two questions concerning medical expenses.1) If a doctor writes a prescription for a patient to hire a personal trainer to have him exercise x times … read more
Robin D.
Robin D.
Senior Tax Advisor 4
15,868 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x