tax rebate for dental expenses

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Alberto
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tax rebate for dental expenses

Post by Alberto »

Next year paying 5keur at the dentist.
This is something I can partly claim back in my Steuererklaerung, right?
Is there some minimum limit, so if the yearly health care expenses is below some threshold, one can claim nothing...?
I would like to avoid that, maybe because I pay half one year, and the other half the following year, I lose out tax-wise....
Thank you,
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PandaMunich
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Re: tax rebate for dental expenses

Post by PandaMunich »

Alberto wrote: Fri Aug 02, 2024 8:06 am Next year paying 5keur at the dentist.
This is something I can partly claim back in my Steuererklaerung, right?
Is there some minimum limit, so if the yearly health care expenses is below some threshold, one can claim nothing...?
I would like to avoid that, maybe because I pay half one year, and the other half the following year, I lose out tax-wise....
This is an "außergewöhnliche Belastung" (= extraordinary burden) and you claim for it in the section "Krankheitskosten" of the "Anlage Außergewöhnliche Belastungen": https://www.steuertipps.de/finanzamt-fo ... elastungen
2024-08-02 10_02_00-Deckblatt_SSE_2024.jpg
2024-08-02 10_02_00-Deckblatt_SSE_2024.jpg (44.07 KiB) Viewed 489 times

Please read this article: https://de-m-wikipedia-org.translate.go ... _Belastung
You have to bear the first x% of your family's total yearly income from all sources (= gross salary + worldwide capital income + worldwide rental profit + and so on) out of your own pocket, they do not "count", this is called the "zumutbare Belastung" (= bearable burden).
Only amounts that exceed this "bearable burden" will lower your taxable income.
2024-08-02 10_41_56-Extraordinary burden – Wikipedia.jpg
2024-08-02 10_41_56-Extraordinary burden – Wikipedia.jpg (118.61 KiB) Viewed 489 times

You can calculate how much of your dental expenses "will not count" with this online calculator: https://www.finanzamt.bayern.de/Informa ... efault.php
For example, if you had dental expenses of 5,000€ in 2024 and your and your spouse's total 2024 income is 100,000€ and you have one child, you get a "bearable burden" of 3,335€, i.e. only 1,665€ of these 5,000€ will "count":
2024-08-02 10_49_49-Finanzämter in Bayern_ Steuerinfos - Steuerberechnung - Zumutbare Belastung.jpg
2024-08-02 10_49_49-Finanzämter in Bayern_ Steuerinfos - Steuerberechnung - Zumutbare Belastung.jpg (109.2 KiB) Viewed 489 times
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Alberto
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Re: tax rebate for dental expenses

Post by Alberto »

Thank you, Panda
Alberto
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