How to claim tax back on nursing home fees?

[raglan]

Hi , My Mum is waiting to go into a nursing home and we are looking into payment options for her contribution. We are waiting for fair deal to complete. I have recently read that you can claim tax back on fees, if someone on higher rate of tax in the family was to do this….how does it work….do they need to get monthly invoice from nursing home as evidence with their name on it? Would there be a problem with Mum paying the person the monthly amount via bank but person actually paying the fee in order to claim tax which would ultimately end up going back to Mum. Is this ok to do?

 

[DannyBoyD]

Would there be a problem with Mum paying the person the monthly amount via bank but person actually paying the fee in order to claim tax.

Yes.

IANATE

 

[ClubMan]

if someone on higher rate of tax in the family was to do this….how does it work….do they need to get monthly invoice from nursing home as evidence with their name on it?

Yes, although they don't need to send in invoices unless asked. They can claim the tax back via their Revenue myAccount.

Would there be a problem with Mum paying the person the monthly amount via bank but person actually paying the fee in order to claim tax which would ultimately end up going back to Mum. Is this ok to do?

This is not supposed to be done although maybe by using gift tax allowances it might be kosher. I'm not a tax expert.

 

[relax carry on]

The person paying the fees from their income is the ine who makes the claim for tax relief. If there are more than 1 paying the fees, they claim relief on the portion they are paying from their income.

https://www.revenue.ie/en/personal-...ome-and-additional-nursing-care-expenses.aspx

 

[Sue Ellen]

@DannyBoyD

IANATE

What does IANATE mean as even Google does not appear to have an explanation?

 

[gipimann]

I Am Not A Tax Expert