"Avrum Lapin" wrote:

- quote -

Neither, assuming we're talking about a 2007 deduction and a 2008
reimbursement. It's a 2008 recovery on line 21 of the 1040 to the extent
there was a 2007 tax benefit. See Publications 502 and 525.
--
Phil Marti
Clarksburg, MD

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Taxpayer's unreimbursed medical expenses exceed the 7.5% threshold

Taxpayer sees doctor in December and in compliance with doctor's wishes
pays for procedure at time of service and then submits bill to insurer.

Insurer dithers (and questions claim etc.) but finally pays claim in
late April (after taxpayer filed 1040).

Does this force a 1040X or can it be considered a negative expense in
following year. (taxpayer will be over the threshold in following year.

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >