Non-Dependent 27 year old daughter medical deductible?

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  • mikeburg
    Member
    • Feb 2014
    • 64

    #1

    Non-Dependent 27 year old daughter medical deductible?

    I have a client who has a 27 year old daughter who is married with 2 children who had to have surgery & dental work of almost $8,000. She does not live with him, her dad.

    Would the medical & dental expense paid by Dad be deductible?

    I would so very much appreciate your info on this subject. mikeburg
  • New York Enrolled Agent
    Senior Member
    • Nov 2006
    • 1531

    #2
    Originally posted by mikeburg
    I have a client who has a 27 year old daughter who is married with 2 children who had to have surgery & dental work of almost $8,000. She does not live with him, her dad.

    Would the medical & dental expense paid by Dad be deductible?

    I would so very much appreciate your info on this subject. mikeburg
    IRC ยง213
    (a) Allowance of deduction

    There shall be allowed as a deduction the expenses paid during the taxable year, not compensated for by insurance or otherwise, for medical care of the taxpayer, his spouse, or a dependent (as defined in section 152, determined without regard to subsections (b)(1), (b)(2), and (d)(1)(B) thereof), to the extent that such expenses exceed 10 percent of adjusted gross income.

    It appears unlikely from your post that the daughter is a dependent, thus the answer is NO.

    Comment

    • John of PA
      Senior Member
      • Jul 2005
      • 1104

      #3
      Next time the parents should gift the money to her, then have her pay it directly, then maybe she can deduct it.

      Comment

      • Golden Rocket
        Senior Member
        • Jul 2007
        • 519

        #4
        Obamacare Fallout

        This kind of misinformation is caused by the Obamacare provision that allows parents to claim the children up to age 27 on their family policies.

        As a result, people now think they can claim their children as a tax deduction. But the tax laws did not change to accommodate that thinking.

        The real impact of the provision was to give the insurance industry 1.5 million new customers who are mostly healthy and young. A windfall beyond
        their wildest dreams.

        Comment

        • sandigi
          Senior Member
          • Feb 2007
          • 156

          #5
          couldn't it still be considered a gift?

          Originally posted by John of PA
          Next time the parents should gift the money to her, then have her pay it directly, then maybe she can deduct it.
          I agree the dad cannot claim as medical expense on his tax return. But why can't the daughter deduct the medical expense. If dad paid it to the provider for the daughter as a gift for her since she couldn't afford her medical expense.

          Comment

          • Lion
            Senior Member
            • Jun 2005
            • 4699

            #6
            Hey, maybe dad can deduct. Read 4-4, especially Did You Know? and the Example about Alex is age 27....

            Comment

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