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Medical and Dental Expenses Checklist

You can include

You cannot Include

  • Birth control pills prescribed by your doctor
  • Capital expenses for equipment or improvements to your home needed for medical care. (See Publication 502)
  • Cost and care of guide dogs or other animals aiding the blind, deaf or disabled.
  • Cost of lead-based paint removal (See Publication 502)
  • Expenses of an organ donor.
  • Hospital services fees (lab work, therapy, nursing services, surgery, etc.)
  • Legal abortion
  • Legal operation to prevent having children.
  • Meals and lodging provided by a hospital during medical treatment.
  • Medical and hospital insurance premiums (See Pub 17 for details.)
  • Medical services fees (from doctors, dentists, surgeons, specialists, and other medical practitioners.)
  • Oxygen equipment and oxygen
  • Part of life-care fee paid to retirement home designated for medical care.
  • Prescription medicines (those requiring a prescription by a doctor for their use by an individual) and insulin.
  • Psychiatric care at a specially equipped medical center (includes meals and lodging.)
  • Social Security tax, Medicare tax, FUTA, and state employment tax for worker providing medical care (See Wages for nursing services below.)
  • Special items (artifical limbs, false teeth, eyeglasses, contact lenses, hearing aids, crutches, wheelchairs, etc.)
  • Special school or home for mentally or physically disabled persons (see Publication 502)
  • Transportation for needed medical care. (See Publication 17 for details).
  • Treatment at at drug or alcohol center (includes meals and lodging provided by the center.)
  • Wages for nursing services ( see Publication 502)
  • Diaper service
  • Expenses for your general health (even if following you doctor's advice) such as -

- Health club dues
- Household help (even if
  recommended by a doctor.)
- Social activities, such as dancing orr
  swimming lessons.
- Stop smoking program. - Trip for general health improvement.
- Weight loss program.

  • Funeral, burial or cremation expenses.
  • Illegal operation or treatment.
  • Life insurance or income protection policies, or policies providing payment for loss of life, limb, sight, etc.
  • Maternity clothes
  • Medical insurance included in a car insurance policy covering all persons injured in or by your car.
  • Medicine you buy without a prescription.
  • Nursing care for a healthy baby.
  • Surgery for purely cosmetic reasons.
  • Toothpaste, toiletries, cosmetics, etc.

Tax laws are subject to change at any time.

               
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J. W. Cole Financial
J.W. Cole Financial, Inc.   Member NASD/SIPC
Advisory Services offered through Jonathan Roberts Advisory Group, Inc.

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