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Income Tax Planning
Chapter 7: Itemized Deductions/MEDICAL EXPENSES DEDUCTION
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Itemized Deductions

MEDICAL EXPENSES DEDUCTION

01.Core Concepts

• Deductible in year paid • Must exceed 7.5% of AGI to be deductible • Example: • Viola has AGI of $10,000 and medical expenses of $1,250 • Viola’s medical deduction = $500 [$1,250 - ($10,000 x 7.5%)] = $500