For itemizers, qualifying unreimbursed medical and dental expenses generally count only to the extent they exceed 7.5% of adjusted gross income.

If AGI is $80,000, the threshold is $6,000. With $8,000 in qualifying expenses, the potential deduction is $2,000 before considering your overall itemizing decision. Costs reimbursed or paid with tax-free funds do not qualify again.

Your next steps

  • Gather qualifying expense and payment records.
  • Subtract reimbursements.
  • Compare expenses with the AGI threshold.

General education, not individualized tax or legal advice. Illustrations use stated assumptions and do not promise a refund or tax saving.

Make this relevant to your situation.

ML Taxes & Accounting can review your income, records, and goals before you make a tax decision.

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