thread: Tax refund for medical expenses??? Medicare statement

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  1. #1
    BellyBelly Member

    Oct 2008
    3,132

    If you do your tax on etax, all that info gets automatically downloaded into your tax return as well

  2. #2

    Jun 2010
    District Twelve
    8,425

    Hiya
    Quick question about script receipts. Basically I haven't kept them. Is there any way to get a record of medicines purchased??

  3. #3
    BellyBelly Member

    Oct 2008
    3,132

    If they are scripts, don't they usually ask for your medicare card ... they might be on your medicare statement? I really don't know but I thought they might be.

  4. #4
    Registered User

    Mar 2007
    Melbourne
    4,031

    For scripts you go to the chemist you got the scripts filled out at and ask for a tax statement. Hopefully you have a regular chemist, otherwise you will need to go to each chemist. They usually ask you to fill a stat dec out to get the statement.
    For Medicare you can get the statement online if you are registered online and and also get one from your PHI as well. Ask for end of financial year itemised statement for tax.
    You get 20c in the dollar for medical expenses after you hit $1500 threshold.
    For anything that you didn't claim from either PHI or Medicare, bundle the receipts and add them up or give them to your Tax agent.

  5. #5
    Registered User

    Dec 2005
    In Bankworld with Barbara
    14,222

    Thanks for posting this thread - DH will have more than reached that threshold this year and I was wondering if there was a statement you needed and how to get it.

  6. #6
    BellyBelly Member

    Oct 2008
    3,132

    Just a few questions (sorry to thread crash Mak) -

    I am a SAHM and so I don't have an income of my own. Can DH claim my medical expenses on his tax return? I know that when we download it from etax, we can only download the info for ourselves and not for anybody else listed on our statement over the age of 18 - so DH can't download my details and I can't download his. Does that mean he can't claim my medical expenses on his tax return?

    I didn't think I had any that I could claim but I had a baby this year and GD so I had quite a few scripts to fill and medical expenses. Also, does the medicare statement operate on the Financial year or the calendar year? For some reason, I always thought it was the calendar year ...

  7. #7
    Registered User

    Mar 2007
    Melbourne
    4,031

    They now run it financial year..due to being able to make claims through tax. Safety Next is calendar year I think?
    I am pretty certain you can put your medical expenses against his?

    The medical expenses must be for:

    you
    your spouse, regardless of their income (see the definition of spouse in Special circumstances and glossary)
    your children who were under 21 years old (including your adopted children, stepchildren, ex-nuptial children or children of your spouse) regardless of their income
    any other child under 21 years old who was not a student, whom you maintained, and whose adjusted taxable income (ATI) for the period you maintained them was less than
    the total of $282 + $28.92 for each week you maintained them for the first child under 21 years old, or
    the total of $282 + $21.70 for each week you maintained them for any other child under 21 years old who is not a student.

    this is direct from the ATO website.