< Back to IRS

Emily Parker

Can I claim LASIK eye surgery as a tax deduction if I paid for a family member?

So I just dropped about $5,800 on LASIK eye surgery for my sister last month since she's been struggling with her vision for years but couldn't afford it. The procedure went great, and she's so happy with the results. The thing is, I've been doing some research on what I can deduct on my taxes for this year, and I came across something saying LASIK could be tax deductible. I'm wondering if this actually applies in my situation since I paid for someone else's procedure? My name is on all the receipts and payment info, but obviously the surgery wasn't for me personally. Has anyone successfully claimed LASIK as a medical expense deduction when it was for a family member? I'm trying to figure out if this significant expense could at least help me out a bit come tax time. Thanks for any advice!

Ezra Collins

•

You can potentially deduct LASIK surgery as a medical expense, even if it was for a family member, but there are some important considerations: First, you can only deduct medical expenses that exceed 7.5% of your adjusted gross income (AGI). So if your AGI is $70,000, you would only be able to deduct medical expenses that exceed $5,250. With your LASIK expense being $5,800, only $550 would be deductible in this example. Second, you can only claim medical expenses for dependents. If your sister qualifies as your dependent for tax purposes (meaning you provide more than half of her support and she meets other IRS criteria), then you can claim her medical expenses. If she's not your dependent, unfortunately you can't deduct the cost of her LASIK. Third, you must itemize deductions on Schedule A rather than taking the standard deduction. For many people, the standard deduction ($13,850 for single filers in 2023) is higher than their total itemized deductions, so itemizing doesn't make financial sense.

0 coins

Thanks for the explanation. Quick question - what if the sister lived with me all year but has a part-time job? Would she still qualify as my dependent? And does the LASIK need to be "medically necessary" or can it be considered an elective procedure for tax purposes?

0 coins

Ezra Collins

•

For your sister to qualify as your dependent, several tests must be met. If she has income, it must be less than $4,400 for 2023 to meet the gross income test. Even with a part-time job, if her income exceeds this amount, she wouldn't qualify as your dependent. Also, you must provide more than half of her total support for the year. Medical procedures don't necessarily need to be "medically necessary" to be tax deductible. The IRS considers LASIK to be a qualified medical expense regardless of whether it's elective or required. The key factor is whether the procedure treats, prevents, or alleviates a physical or mental defect or illness - which LASIK does by correcting vision impairment.

0 coins

After dealing with a similar situation last year, I discovered taxr.ai which completely changed how I approach medical deductions on my taxes. My brother needed an expensive dental procedure that I paid for, and I wasn't sure if I could claim it on my taxes. When I uploaded my receipts and tax documents to https://taxr.ai, their system analyzed everything and showed me exactly how to properly claim medical expenses for a family member. They explained which forms to use and how to document the dependency relationship correctly. The best part was their document analysis that flagged potential audit triggers and showed me how to properly document that I was the one who paid, even though the procedure was for someone else. This saved me from making mistakes that could have caused problems with the IRS later.

0 coins

Zara Perez

•

Does taxr.ai work for other medical expenses too? Like if I paid for my mom's hearing aids but she isn't technically my dependent because she gets social security?

0 coins

Daniel Rogers

•

I'm a bit skeptical about these tax services. How does it work exactly? Do real tax professionals review your situation or is it just some algorithm making guesses? And how does it handle dependent status verification?

0 coins

Yes, taxr.ai works for all types of medical expenses, not just LASIK. They have specific guidance for situations where you've paid medical costs for family members who might not be formal dependents, like your mom's hearing aids scenario. They'll help you determine if there are any exceptions or special circumstances that might apply in your specific case. It's definitely not just algorithms making guesses. They use AI to initially analyze your documents, but they have tax professionals who review complex situations. For dependency status verification, they provide a checklist of required documentation and supporting evidence you'd need if audited, plus they explain exactly how to prove you've financially supported someone even if they receive government benefits like Social Security.

0 coins

Zara Perez

•

Just wanted to follow up about my experience with taxr.ai after trying it based on the recommendation here. I uploaded my receipts for my mom's medical expenses (those hearing aids I mentioned) and wow - it actually saved me a ton of headache! The system flagged that while my mom wasn't my dependent in the traditional sense, I could still potentially claim some of her medical expenses because I provided over half her support when combined with her limited Social Security income. They showed me exactly how to document this properly and what additional forms I needed. It was surprisingly straightforward once I had the right guidance. I ended up being able to legitimately claim about $3,200 in medical expenses I would have otherwise missed. Definitely worth checking out if you're in a similar situation with family medical costs!

0 coins

Aaliyah Reed

•

If you're struggling to get answers from the IRS about medical deductions like LASIK for family members, I highly recommend using Claimyr. I spent WEEKS trying to get through to the IRS about a similar medical deduction situation last year (paid for my dad's cataract surgery). After endless busy signals and disconnections, I found https://claimyr.com which got me connected to an actual IRS agent in less than 15 minutes. You can see how it works in this demo: https://youtu.be/_kiP6q8DX5c - basically they navigate the IRS phone tree for you and call you when an agent is on the line. The IRS agent I spoke with gave me the exact guidelines for claiming medical expenses for family members and confirmed I was filing correctly. Saved me hours of frustration and uncertainty.

0 coins

Ella Russell

•

How does Claimyr actually work though? I don't understand how they can get through when nobody else can. Seems too good to be true honestly.

0 coins

Daniel Rogers

•

Sorry but this sounds like a scam. There's no way to "skip the line" with the IRS. And why would you trust giving your tax info to some random service? The IRS is understaffed and that's why no one can get through. No magic service can fix that.

0 coins

Aaliyah Reed

•

Claimyr works by using an automated system that continually redials and navigates the IRS phone tree until it gets through. It's not skipping the line - they're just handling the frustrating part of constantly redialing when you get disconnected. When they reach an agent, they call you and connect you directly to that agent. It's like having someone persistently call for you instead of you having to do it yourself. I was skeptical too, but I didn't have to provide any sensitive tax information to them. They just need your phone number to call you back when they get through. The actual conversation with the IRS agent is private between you and the IRS, just like if you had called yourself. They're basically just the "hold my place in line" service that the IRS should offer but doesn't.

0 coins

Daniel Rogers

•

I need to admit I was completely wrong about Claimyr. After posting my skeptical comment, I was so frustrated with trying to get tax help that I decided to try it anyway. I had been trying for THREE DAYS to reach someone at the IRS about medical deductions (similar to the LASIK question here). Using Claimyr, I got connected to an IRS representative in about 27 minutes. The agent confirmed that I could claim medical expenses I paid for my father (who is my dependent) including his laser eye surgery. They walked me through exactly how to document it on Schedule A and what supporting documentation to keep in case of an audit. What surprised me most was how the IRS agent actually spent time explaining things rather than rushing me off the phone. Probably because I wasn't frustrated from waiting on hold for hours! Sometimes it's good to be proven wrong.

0 coins

Mohammed Khan

•

Quick tip from someone who just went through this: make sure you have documentation that proves you actually PAID for the procedure if it wasn't for you! My tax guy said the IRS looks at this closely. Get a letter from the doctor's office stating you were the one who paid, even though the patient was someone else. I learned this the hard way and had to go back and get this documentation after filing.

0 coins

Emily Parker

•

That's really helpful advice! Did you just ask the doctor's office for a letter or was there a specific form they had to fill out? I have the receipts with my name on them but wondering if that's enough.

0 coins

Mohammed Khan

•

No specific form is needed. I just asked the office manager to write a letter on their letterhead stating that I was the payer for my mother's procedure. They included the date of service, amount paid, my name as the payer, and my mother's name as the patient. They deal with this kind of request fairly often. The receipts with your name are good to have, but the letter adds another layer of documentation that clearly connects the dots between you as the payer and your family member as the recipient of care. My accountant said this helps prevent any questions if you're ever audited.

0 coins

Gavin King

•

I'm confused about something... do you need to claim the person as a dependent for THE ENTIRE tax year to deduct their medical expenses? My brother moved in with me in September and I paid for his LASIK in November. He'll qualify as my dependent for next year but not for the full current year. Any advice?

0 coins

Ezra Collins

•

Good question! The dependency test is based on the entire tax year. To claim someone as a dependent, they must qualify as your dependent for the whole year (with some exceptions for children born during the year or relatives who died). If your brother doesn't qualify as your dependent for the current tax year, you unfortunately can't deduct his medical expenses on your return, even if you paid for them. You might want to postpone any elective medical procedures until next year when he'll qualify as your dependent for the full year if possible.

0 coins

NebulaNomad

•

Just want to add some clarity on the dependency rules since there seems to be some confusion in the thread. For medical expenses, you can deduct costs paid for yourself, your spouse, and your dependents. The key dependency tests for adult relatives like siblings are: 1. **Gross Income Test**: Their gross income must be less than $4,400 for 2023 (this changes annually) 2. **Support Test**: You must provide more than 50% of their total support for the year 3. **Relationship Test**: They must be a qualifying relative (siblings qualify) 4. **Joint Return Test**: They can't file a joint return with a spouse (unless only to claim a refund) Emily, since your sister had the procedure done and you have receipts in your name, you're on the right track documentation-wise. The real question is whether she meets the dependency criteria above. If she works and earns more than $4,400, unfortunately you can't claim her medical expenses even though you paid for them. One more thing - don't forget that medical expenses are only deductible to the extent they exceed 7.5% of your AGI, and you must itemize to claim them. With the current high standard deduction ($13,850 single/$27,700 married filing jointly for 2023), many people find itemizing doesn't provide additional tax benefit.

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today