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iSpine Discuss Does anyone have tax advice? in the Main forums forums; I am preparing my taxes and deducting the surgery last year. While the surgery is pretty straightforward I am wondering ...

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Old 02-17-2009, 03:45 PM
Cheryl's Avatar
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Default Does anyone have tax advice?

I am preparing my taxes and deducting the surgery last year. While the surgery is pretty straightforward I am wondering about some of the other expenses.

I have a few questions - is anyone an accountant that has experience with this and can PM me?

Thanks,

Cheryl
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44 Year Old, mom of 3
DDD - l4-s1- woke up Feb 2005 and couldn't walk
Tried PT, Injections, Accupuncture, drugs, etc.
2 level Prodisc ADR L4-S1, Feb. 18, 2008 Dr. Bertagnoli - Straubing, Germany - SUCCESS -

Now I struggle with Neck Pain likely c5-7
PT, injections, rhizotomy.......MRI and CT Myleo not consistent with pain symptoms, waiting that out, keeping my passport valid
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Old 02-17-2009, 05:32 PM
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I believe that all costs associated with your surgery (that exceed the threshold) are tax deductable. Actually, I think it's better than that... not just associated with the surgery, but all medical expenses. That should include travel expenses, fees paid to a patient advocate, expenses for your traveling companion, etc...
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2000 L4-5 Microdiscectomy/laminotomy
2001 L5-S1 Micro-d/lami
2002 L4-S1 Charite' ADR - SUCCESS!
2009 C3-C4, C5-C6-C7, T1-T2 ProDisc-C Nova
Summer 2009, more bad thoracic discs!
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Old 02-18-2009, 12:42 AM
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Cheryl,

You really need an accountant. In the event the out of pocket expenses were above the annaul limit, an accountant could possibly spread it out over a number of years.

I'd ask my accountant but his parole hearing isn't until May.

Bob
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04/07 Recurrent Disc Surgery L5/S1
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Old 02-18-2009, 04:58 PM
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one can not spread it out medical doesnt work that way.
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ddd 1990
2003 mri,xrays,shots,emg
2004 discogram ouch pos l4 l5
facet block neg
lost all appeals BCBS 5 months of that
3 surgeons later
surgery with dr. bertagnoli aug 2nd 2006 in Bogen Germany Successfully ProDisc-L L-4 L-5
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Old 02-18-2009, 06:15 PM
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Is there an annual limit? I've been pouring over the IRS documents about medical deductions and I do not see anything about an annual limit.

In addition I've plugged this all into my software and its not flagging me that I've exceeded any limit.

I'm consulting with 3 different accountants right now and none have mentioned an annual limit. I've quoted them all the cost.
__________________
44 Year Old, mom of 3
DDD - l4-s1- woke up Feb 2005 and couldn't walk
Tried PT, Injections, Accupuncture, drugs, etc.
2 level Prodisc ADR L4-S1, Feb. 18, 2008 Dr. Bertagnoli - Straubing, Germany - SUCCESS -

Now I struggle with Neck Pain likely c5-7
PT, injections, rhizotomy.......MRI and CT Myleo not consistent with pain symptoms, waiting that out, keeping my passport valid
Reply With Quote
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Old 02-18-2009, 08:12 PM
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i do not believe there's any limit. which is good. but when we did ours we had 25k to go in deductions and the money coming back wasn't changing, meaning you can only get back what you have paid in.
we used hr block software and as mark said lodging airline tickets blah blah was deductible. if you like i am sure i can give you the number of a spiney CPA if you would like to talk to her?
thrisry err spelling her name is susan.
chuck
__________________
ddd 1990
2003 mri,xrays,shots,emg
2004 discogram ouch pos l4 l5
facet block neg
lost all appeals BCBS 5 months of that
3 surgeons later
surgery with dr. bertagnoli aug 2nd 2006 in Bogen Germany Successfully ProDisc-L L-4 L-5
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Old 02-18-2009, 10:55 PM
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We are dealing with the same tax issues. You can go to the Internal Revenue Service website and download Publication 502, which addresses these issues.
My understanding is that you can deduct medical expenses which are over 7 or 7.5% of your gross income. You can deduct $50/day for lodging ($100/day if you were accompanied by someone). It is not clear if you can deduct a spouse's travel costs (the document refers to an accompanying parent...), so that will be a question for our accountant.
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