Medical deductions - sole beneficiary or payer?
By Evan Robinson · Updated
My mother pays for my medical aid. I am not a dependent on her medical aid, I am the only member/beneficiary on my own plan with a different provider. I earn my own income and as such have to submit a tax return. Is the amount that is paid by my mother deductible from my income or hers under the "Medical Deductions" section on e-filing?
How old are you?
21 years old.
She can deduct this amount in her income tax return as the law allows her to do so given your age.
Does it make a difference whether or not I live with her? At what age can she no longer claim it?
No it does not, if she supports you in anyway and you are financially dependent on her in some way then she can claim the medical aid.
Are you financially dependent on her?
I think to an arguably extent.
Thank you so much - this has been very helpful.
Thank you so much - this has been very helpful.
Then she can claim the medical aid and as you are under 26 years old this will be allowed.