t*********o
发帖数: 123 | 1 I am planning to enroll attain IVF. Have several unclear things regarding
the package cost and tax reduction.
Is the cost of Attain IVF package can be claimed as medical expense under
health care flexible account, or as itemized deductions? According to IRS,
only occurred expenses can be claimed. Do you have to wait the year end to
claim the expenses of completed cycles? How do you know the expenses since
the doctors wont provide you billing info? How do you treat the refund if
you have claimed |
r*********l
发帖数: 120 | 2 I haven't thought about the tax return issue. But I know they will ask you
to pay all fees at the very beginning of the first cycle. Then I guess you
can get the receipt and claim the tax return in this year. |
W******8
发帖数: 142 | 3 I did not enroll attain IVF but I did pay deposit in front. What I did is,
after expenses occured, the clinic gave me a bill, then use the itemized
bill to claim from my flexible account. You don't have to wait till the year
end, just along the way when it occured. All expensis that already claimed
from the flexible account can not do itemized deduction in tax return.
Your case is kind of different, you can call your flexible account to find
it out but my feeling is you can not claim them if you
【在 t*********o 的大作中提到】
: I am planning to enroll attain IVF. Have several unclear things regarding
: the package cost and tax reduction.
: Is the cost of Attain IVF package can be claimed as medical expense under
: health care flexible account, or as itemized deductions? According to IRS,
: only occurred expenses can be claimed. Do you have to wait the year end to
: claim the expenses of completed cycles? How do you know the expenses since
: the doctors wont provide you billing info? How do you treat the refund if
: you have claimed
|
k**a
发帖数: 1124 | 4 You can't claim the amount from your flexible spending account on your
tax return again. FSA is already pre tax, you can't deduct twice.
The reason people use FSA is the amount of their medical expenses is not
more than 7.5% of income to be able to deduct on their tax return.
【在 t*********o 的大作中提到】
: I am planning to enroll attain IVF. Have several unclear things regarding
: the package cost and tax reduction.
: Is the cost of Attain IVF package can be claimed as medical expense under
: health care flexible account, or as itemized deductions? According to IRS,
: only occurred expenses can be claimed. Do you have to wait the year end to
: claim the expenses of completed cycles? How do you know the expenses since
: the doctors wont provide you billing info? How do you treat the refund if
: you have claimed
|
c*******y
发帖数: 3008 | 5 你是不是说， 如果医药费超过家庭年收入AGI的7.5%以上部分可以deduct on tax
return。
1040instuction says“You can deduct only the part of your medical and dental
expenses that exceeds 7.5% of the amount on Form 1040, line 38.”
那7.5%以内部分就用FSA来cover了。
是这个意思吗？
【在 k**a 的大作中提到】
: You can't claim the amount from your flexible spending account on your
: tax return again. FSA is already pre tax, you can't deduct twice.
: The reason people use FSA is the amount of their medical expenses is not
: more than 7.5% of income to be able to deduct on their tax return.
|
W******e
发帖数: 745 | 6 万一过些年退钱回来，可以作为那一年的income来报税。
【在 t*********o 的大作中提到】
: I am planning to enroll attain IVF. Have several unclear things regarding
: the package cost and tax reduction.
: Is the cost of Attain IVF package can be claimed as medical expense under
: health care flexible account, or as itemized deductions? According to IRS,
: only occurred expenses can be claimed. Do you have to wait the year end to
: claim the expenses of completed cycles? How do you know the expenses since
: the doctors wont provide you billing info? How do you treat the refund if
: you have claimed
|
