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Posted by Keith Adams on April 2, 2007, 6:17 pm
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My wife's medical expenses were high enough this year (and
her income low enough) that it's to our advantage to file as
Married Filing Separately, so we can deduct the part of her
medical costs that exceed 7.5% of her income. We'd lose the
deduction if we had to meet a threshold of 7.5% of our joint
income.
However, we paid these medical bills out of our joint credit
card and checking accounts. Some of the IRS material I've
seen suggests the medical expenses must be deducted by the
spouse who paid them (I guess 50% for each of us since we
used a joint account), rather than the spouse who actually
incurred them (which would be 100% for my wife).
Am I interpreting this correctly? By the way, we do NOT
live in a community property state.
Thanks.
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