Medical Expense/Tax back question

He got redudancy about 4 years ago and retired. He also sold his house and then had to pay tax on these items in those given years, let's say he paid tax on the redudancy in 2016 and sold the house in 2017.

He is not yet a pensioner.

 

He has a lot of medical expenses and receipts over the last number of years, even including 2016 and 2017 for example when he paid tax bills and he is wondering if he can claim any tax back on the medical expenses.  

 

I am thinking he might be able to do it for 2016 and 2017 where he had paid tax but not sure about 2018 and 2019. Or whether he can bundle everything together into one request. But in general, I have no clue how to guide him further.

 

Anyone have any idea? I am sure he could go to one of these tax back companies but they just perform the steps that you are able to do yourself if you know what to do

Set up an online account, used to paye anytime not sure of it's exact name now, that is the easiest way to do it. As said, he can then claim whatever in the previous four years i.e 2015-2018 - make a move on that though because of you let that drag on for 6 months or so, the chance to claim back on 2015 goes at the start of 2020 if you get me!

Also, if he had health insurance at the time of these medical expenses and he has already claimed some money back on these, e.g. GP receipts 50 percent back in a lot of insurance setups, he may not be able to claim tax back on those same receipts. That's something to check out with a professional if that is the situation. The tax office, phone call or pop in, are usually very good to deal with tbf.

 

set up an account on Revenue on line services.Claim for the last 4 years and revenue will decide the amount of tax back is due if any.Since he is retired he may not be due anything as he might not have been PAYE for any of those years,not sure the process if he isnt PAYE.

 

 

Is that definite, I've been meaning for ages to get that clarified. Not that it's worth much money back to me or anything.

Oh sorry, I just had a look on revenue.ie and it seems you are right.

Full time nursing home costs are fully tax deductible though, albeit I imagine that it is rare enough that someone is both a higher rate tax payer and in full time nursing home care.

He is called ‘Guppy’ these days.

Yep