Question

I am itemizing my tax return. Do I need to be concerned about medical deduction limits?

Answer

When itemizing a tax return, medical deduction limits is generally not an issue for most people. You can deduct the medical expenses that are more than a percentage of your adjusted gross income (AGI). Depending on your age and the tax year, this percentage is either:

  • 7.5% of your AGI
  • 10% of your AGI

You report medical expenses on Schedule A, and you must itemize to deduct them.

You can deduct medical expenses for disease:

  • Diagnosis
  • Cure
  • Easing
  • Treating
  • Prevention

If one of those applies, you can also include the associated costs for:

  • Equipment
  • Supplies
  • Diagnostic services

The expenses must be primarily to improve or prevent a physical or mental deficiency or illness.

Related Topics

Related Resources

When Do I Need Form 8453 for E-Filing?

Need to attach documents to your e-filed return? Find out from the tax experts at H&R Block about how Form 8453 is used to e-file your return.

Maximum Saver's Credit You Can Receive

What's the maximum Saver's Credit you can receive? Learn more from the tax experts at H&R Block.

Social Security Dependent Benefits

Does your child receive Social Security benefits? Learn how these benefits may affect their taxes. Get tax answers from H&R Block.

Do I have to file state taxes?

Whether you have to file state taxes depends on a few factors. In some cases, you may not be required to file state taxes if you only lived in the state a short time or if your income is below a certain level.