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New Member

Can we deduct expenses for IVF treatment?

 
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Level 6

Can we deduct expenses for IVF treatment?

Yes, IVF procedures are deductible as medical expenses.

Medical Expenses are claimed in Schedule A - Itemized Deductions

Medical Expenses are subject to the 10% rule (or 7.5% if you are over 65) and you can only claim the excess over 10% (or 7.5%) of your Adjusted Gross Income.

Please note that Itemized Deductions will only "help" when they total more than your standard deduction.

For 2016, standard deductions are:

For a taxpayer under 65, not claimed as a dependent

  • $6,300 for Single
  • $12,600 for Married Filing Jointly, or Qualifying Widow(er) with dependent child
  • $9,300 for Head of Household
  • $6,300 for Married Filing Separately
  • If you are over 65 or blind, add $1,250 for each instance or add $1,550 each instance if single and not a surviving spouse

 In TurboTax, you can enter Medical expenses by following these steps:

  • Click on Federal Taxes
  • Click on Deductions & Credits
  • Under All Tax breaks, locate the section Medical and click on Show more
  • Click Start next to Medical Expenses.


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Level 6

Can we deduct expenses for IVF treatment?

Yes, IVF procedures are deductible as medical expenses.

Medical Expenses are claimed in Schedule A - Itemized Deductions

Medical Expenses are subject to the 10% rule (or 7.5% if you are over 65) and you can only claim the excess over 10% (or 7.5%) of your Adjusted Gross Income.

Please note that Itemized Deductions will only "help" when they total more than your standard deduction.

For 2016, standard deductions are:

For a taxpayer under 65, not claimed as a dependent

  • $6,300 for Single
  • $12,600 for Married Filing Jointly, or Qualifying Widow(er) with dependent child
  • $9,300 for Head of Household
  • $6,300 for Married Filing Separately
  • If you are over 65 or blind, add $1,250 for each instance or add $1,550 each instance if single and not a surviving spouse

 In TurboTax, you can enter Medical expenses by following these steps:

  • Click on Federal Taxes
  • Click on Deductions & Credits
  • Under All Tax breaks, locate the section Medical and click on Show more
  • Click Start next to Medical Expenses.


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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New Member

Can we deduct expenses for IVF treatment?

For 2017 returns, the new Schedule A floor is 7.5% for everyone.  So any expenses incurred over 7.5% of AGI are deductible medical expenses.
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New Member

Can we deduct expenses for IVF treatment?

so just so I'm clear, if you AGI is say $80K and you spent close to $35K on IVR treatments, etc during the year, you could claim everything in excess of $6K you spent (so $29K)?  Is that correct? We also paid for an egg donor ($12K), any idea if you can claim that as well?  

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Level 15

Can we deduct expenses for IVF treatment?


@databasepete wrote:

so just so I'm clear, if you AGI is say $80K and you spent close to $35K on IVR treatments, etc during the year, you could claim everything in excess of $6K you spent (so $29K)?  Is that correct? We also paid for an egg donor ($12K), any idea if you can claim that as well?  


You are correct, the amount of medical expenses paid that is over 7.5% of AGI is a deductible medical expenses on Schedule A.  

No you cannot claim as a medical expense the payment of $12K to the egg donor.

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