Medical Expenses for dependant over 18

Moose09 — Sun, 04 May 2025 16:13:08 GMT

Question regarding Medical Expense claims for a dependent.

In order to spread out the expenses both my brother and I paid for eligible medical expenses for our dependent (father) who is in long term care (nursing home). He is also approved for the DTC indefinitely.

Are our individual medical expense claims both reduced by the lesser of $2,759 or 3% of his net income?

Can we combine all the medical expenses paid for by us on one return?

If our claims will both be reduced by the lesser of $2,759 or 3% of his net income I am wondering if it would be more beneficial to just have one dependent pay for all of his eligible expenses going forward?

Re: Medical Expenses for dependant over 18

TurboTax_Susan — Thu, 08 May 2025 19:18:25 GMT

Only the medical expenses you claim for your father take his income into account. Expenses you claim for yourself will be reduced by the lesser of $2,759 or 3% of *your* net income. Your brother's claims would be based on *his* income.

You won't be able to claim expenses that your brother paid, so yes, in the future for tax purposes, you might want to only have one of you pay for your father's expenses. The other person can always reimburse the one who did pay.

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Medical Expenses for dependant over 18

Re: Medical Expenses for dependant over 18