2013退税，求助关于total net medical expenses

laurencezl

去年我和我老婆的net medical expenses是大概4400刀，基本都是老婆看病用的，请问这个可不可以两个人报税的时候都填在total net medical expenses里面？ 还是谁用的谁填？我看e-tax里面T6那项说是‘the medical expenses must be for you, your spouse and your dependants'   这么看来我是可以写老婆看病的话费了？

求大能帮解释。谢谢！

lam_1122

什么种类的看病？
Medical expenses include payments:

    to dentists, orthodontists or registered dental mechanics
    to opticians or optometrists, including for the cost of prescription spectacles or contact lenses
    to a carer who looks after a person who is blind or permanently confined to a bed or wheelchair
    for therapeutic treatment under the direction of a doctor
    for medical aids prescribed by a doctor
    for artificial limbs or eyes and hearing aids
    for maintaining a properly trained dog for guiding or assisting people with a disability (but not for social therapy)
    for laser eye surgery, and
    for treatment under an in-vitro fertilisation program.

Expenses which do not qualify as medical expenses include payments made for:

    cosmetic operations for which a Medicare benefit is not payable
    dental services or treatments that are solely cosmetic
    therapeutic treatment where the patient is not formally referred by a doctor (a mere suggestion or recommendation by a doctor to the patient is not enough for the treatment to qualify; the patient must be referred to a particular person for specific treatment)
    chemist-type items, such as tablets for pain relief, purchased in retail outlets or health food stores
    inoculations for overseas travel
    non-prescribed vitamins or health foods
    travel or accommodation expenses associated with medical treatment
    contributions to a private health insurer
    purchases from a chemist that are not related to an illness or operation
    life insurance medical examinations
    ambulance charges and subscriptions, and
    funeral expenses.
我看了很多中医的钱因为不是GP refer的也很抖啊~不知道算不算

laurencezl

都不是那些跟眼睛和牙有关的，而是比如照X光和检查之类的。就是想确认一下是不是夫妻两个报税的时候都可以写进去

LENNY_DONG

laurencezl 发表于 2013-8-6 10:26
都不是那些跟眼睛和牙有关的，而是比如照X光和检查之类的。就是想确认一下是不是夫妻两个报税的时候都可以 ...

ADD TOTAL

THEN CLAIM IN ONE PERSON TAX RETURN

laurencezl

STS-TAX 发表于 2013-8-6 12:59
ADD TOTAL

THEN CLAIM IN ONE PERSON TAX RETURN

哦，明白了，多谢！

winsome

生孩子看OB的费用可以报吗？

winsome

生孩子看OB的费用可以报吗？

Bluelily1001

STS-TAX 发表于 2013-8-6 12:59
ADD TOTAL

THEN CLAIM IN ONE PERSON TAX RETURN

借帖问下，请问medicare卡号填进etax后prefil了，就是不用自己再填了吧，因为发票太多了，搞不清也不记得一共花了多少，不知道超没超那个threshold2120.

LENNY_DONG

Bluelily1001 发表于 2013-8-7 15:10
借帖问下，请问medicare卡号填进etax后prefil了，就是不用自己再填了吧，因为发票太多了，搞不清也不记得 ...

YOU CAN TRY THAT WAY

THAT IS RIGHT

LENNY_DONG

winsome 发表于 2013-8-7 11:26
生孩子看OB的费用可以报吗？

AFTER REBATE CAN BE ADD INTO TOTAL MEDICAL EXPENSE

snake2013

请问这里所提及的expenses= out of pocket 自己出的那部分吗？

LENNY_DONG

snake2013 发表于 2013-8-7 21:04
请问这里所提及的expenses= out of pocket 自己出的那部分吗？

是的

自已掏钱那部分

snake2013

STS-TAX 发表于 2013-8-7 21:45
是的

自已掏钱那部分

谢谢!

请问是不是用Medicare Tax Statement里面的数据来退税？

另外，我也买了私人住院保险，用于生小孩时住院用的，但下月才生，所以之前的医疗费用没有在私人保险中扣除过。

我未试过在Etax里退Medical Expenses，但上一财政年度花了几千元out of pocket医疗费用，请教高手应如何将这部分费用报税？

LENNY_DONG

snake2013 发表于 2013-8-7 21:57
谢谢!

请问是不是用Medicare Tax Statement里面的数据来退税？

do the rebate from private insurance

then add with medicare statement

the total out of pocket claim in medical expense offset

snake2013

STS-TAX 发表于 2013-8-8 10:03
do the rebate from private insurance

then add with medicare statement

太感谢了!

之前的医疗费没有牵涉到住院的，所以private insurance无得扣减一部分，看来我只需用Medicare Tax Statement里面的 Receipts Presented来填报就是了，对吗？虽然全部医疗费都是我花的，但我老公的报税中也得填这数据吧？

Kurtgui

STS-TAX 发表于 2013-8-8 11:03
do the rebate from private insurance

then add with medicare statement

借着这个帖子问一下。
生孩子时麻醉师和住院的费用是不是都可以算到自己的Medicare expense?
另外一个费用是关于superannuation的。 我对super的contribution 是我工资的7%， 并且在税前都扣掉了， 那我在报税的时候是不是还可以deduction?

LENNY_DONG

Kurtgui 发表于 2013-8-10 10:55
借着这个帖子问一下。
生孩子时麻醉师和住院的费用是不是都可以算到自己的Medicare expense?
另外一个费 ...

可以的，不过在REBATE之后部分，如果不可以REBATE那么全算

SUPER和你退税没有关系。不可以DEDUCT

Kurtgui

STS-TAX 发表于 2013-8-10 12:27
可以的，不过在REBATE之后部分，如果不可以REBATE那么全算

SUPER和你退税没有关系。不可以DEDUCT ...

谢谢。关于Superannuation deduction那部分， 貌似只要有personal contribution for Super,就可以claim deduction 呀？ 如果我的理解有误，能不能再给我解释一下啊？多谢了。

D12 ersonal superannuation contributions
Who does this item apply to?
Complete this item if you are entitled to claim a deduction for your personal superannuation contributions.

You may be able to claim a deduction for personal contributions you made to a complying superannuation fund or retirement savings account (RSA) in 2012-13 if:

■
you have, using an approved form, given a valid notice to your fund or RSA provider and advised them of the amount you intend to claim as a deduction (you must give this notice on or before the day you lodge your 2013 tax return or by 30 June 2014, whichever is earlier)

■
your fund or RSA provider has provided you with an acknowledgment of your valid notice, and

■
either of the following applied to you

   –
you were fully self-employed and not working under a contract principally for your labour, or

–
less than 10% of the sum of your assessable income plus your reportable employer superannuation contributions (shown at item IT2) plus your total reportable fringe benefits amounts (shown at item IT1) is attributable to the activities that result in you being treated as an employee for the purposes of the Superannuation Guarantee. See You need to know below for an explanation of the activities and also see the note below.



Assessable income is the amount at Total income or loss E-tax has written to page 3 of your tax return unless:
■
you had a distribution from a partnership or trust, income or losses from rent or business (including personal services income), capital gains or capital losses or foreign source income

■
you have claimed your share of joint deductions against some jointly shared income

■
you claimed a deductible amount for a foreign pension or annuity at item D11 on your tax return, or


■
you have a deductible farm management deposit amount at item 17.

LENNY_DONG

Kurtgui 发表于 2013-8-10 11:55
谢谢。关于Superannuation deduction那部分， 貌似只要有personal contribution for Super,就可以claim  ...

你说的这个是针对个体户做生意的

上班族和这块基本无关

有关也就是SALARY PACKAGE

Kurtgui

STS-TAX 发表于 2013-8-10 13:21
你说的这个是针对个体户做生意的

上班族和这块基本无关

再次感谢！

Kurtgui

STS-TAX 发表于 2013-8-10 12:27
可以的，不过在REBATE之后部分，如果不可以REBATE那么全算

SUPER和你退税没有关系。不可以DEDUCT ...

不好意思 还要继续请教。
我刚刚发现Medicare 提供的total net medical expense没有考虑我用私立医院的hospital access fee 以及麻醉师还有儿科医生的费用， 我是否可以把这些费用单独加上呢？

LENNY_DONG

Kurtgui 发表于 2013-8-10 14:53
不好意思 还要继续请教。
我刚刚发现Medicare 提供的total net medical expense没有考虑我用私立医院的ho ...

可以的

猫和熊猫

STS-TAX 发表于 2013-8-10 22:14
可以的

你好，请问下这个TOTAL NET MEDICAL EXPENSES是不是包括那些去看SPECILIST而MEDICARE COVER不回来的钱，没有买医保而走私人医院要付的那些住院或其它手术费之类的呢？谢谢

LENNY_DONG

猫和熊猫 发表于 2013-9-15 10:03
你好，请问下这个TOTAL NET MEDICAL EXPENSES是不是包括那些去看SPECILIST而MEDICARE COVER不回来的钱， ...

只有没有被报销的部分都是可以的

zzgirl

STS-TAX 发表于 2013-9-15 15:27
只有没有被报销的部分都是可以的

claim私保的理赔费excess也可以报吗？谢谢

LENNY_DONG

zzgirl 发表于 2013-9-15 20:45
claim私保的理赔费excess也可以报吗？谢谢

Medical expenses include payments:

    to dentists, orthodontists or registered dental mechanics
    to opticians or optometrists, including for the cost of prescription spectacles or contact lenses
    to a carer who looks after a person who is blind or permanently confined to a bed or wheelchair
    for therapeutic treatment under the direction of a doctor
    for medical aids prescribed by a doctor
    for artificial limbs or eyes and hearing aids
    for maintaining a properly trained dog for guiding or assisting people with a disability (but not for social therapy)
    for laser eye surgery, and
    for treatment under an in-vitro fertilisation program.

Expenses which do not qualify as medical expenses include payments made for:

    cosmetic operations for which a Medicare benefit is not payable
    dental services or treatments that are solely cosmetic
    therapeutic treatment where the patient is not formally referred by a doctor (a mere suggestion or recommendation by a doctor to the patient is not enough for the treatment to qualify; the patient must be referred to a particular person for specific treatment)
    chemist-type items, such as tablets for pain relief, purchased in retail outlets or health food stores
    inoculations for overseas travel
    non-prescribed vitamins or health foods
    travel or accommodation expenses associated with medical treatment
    contributions to a private health insurer
    purchases from a chemist that are not related to an illness or operation
    life insurance medical examinations
    ambulance charges and subscriptions, and
    funeral expenses.

Residential aged care expenses

You can include payments made to nursing homes or hostels (not retirement homes) for an approved care recipient’s permanent or respite care if the payments were:

    made to an approved care provider and
    for personal or nursing care, not just for accommodation.

An approved care recipient’s residential aged care payments usually include an amount for personal or nursing care if the recipient has an aged care assessment team (ACAT) assessment that they require either low or high-level care.

Residential aged care payments can be for:

    daily fees
    income tested daily fees
    extra service fees, and
    accommodation charges, periodic payments of accommodation bonds or amounts drawn from accommodation bonds paid as a lump sum.

The following are expenses which cannot be included:

    lump sum payments of accommodation bonds
    interest derived by care providers from the investment of accommodation bonds (because these are not payments for residential aged care)
    payments for people who were residents of a hostel before 1 October 1997 and who did not have a personal care subsidy or a respite care subsidy paid on their behalf at the personal care subsidy rate by the Commonwealth (unless they have subsequently been reassessed as requiring care at levels 1 to 7 or received an ACAT assessment showing that they require either low or high level care)
    payments for people who have either been assessed as requiring level 8 care or who have not received an ACAT assessment showing that they require either low or high level care.

What you may need

    Details of medical expenses you paid
    Details of refunds of these expenses which you or any other person has received, or are entitled to receive, from Medicare or a private health insurer.

To help you work out what medical expenses you paid in 2012–13, you can ask for an itemised statement from:

    Medicare
    your private health insurer
    chemists where you had prescriptions filled.

Some of the items shown on these statements may not qualify as medical expenses for the purpose of claiming the tax offset. You will need to exclude these items when calculating your allowable medical expenses.

sunnie205

配方药的钱可以报在这里么？

fulong

LENNY_DONG 发表于 2013-8-6 12:59
ADD TOTAL

THEN CLAIM IN ONE PERSON TAX RETURN

请教下: 可以报在夫妻2人中的任何一个tax return里吗?
比如medical expense 全部是老婆生孩子费用，但老公的工资比老婆高很多，所交的tax rate就比较高，这样可以选择全部报在老公的tax return里吗?

LENNY_DONG

fulong 发表于 2014-5-20 00:13
请教下: 可以报在夫妻2人中的任何一个tax return里吗?
比如medical expense 全部是老婆生孩子费用，但老 ...

YES ,AS A FAMILY

Babyfly2013

Total net medical expense，请问这个是会收到Medicare 汇总？还是自己保留每一张收据？