This post is a guest post from my friend Tiffany. See her bio at the end and do check out her blog. The post may contain affiliate links.
You can download a FREE copy of the spreadsheet HERE!
Here are the current categories for deducting medical expenses:
- Prescriptions: Co-pays for prescriptions, insulin, birth control pills, arthritis painkillers, asthma inhalers
- Medical Professionals: Dentists and doctors, chiropractors, physical therapists, acupuncturists
- Facilities: Nursing and retirement homes, inpatient rehab centers, sanitariums, hospitals and clinics
- X-Rays and Lab Work: Blood tests, cardiographs, metabolism tests, urine analysis
- Long-Term Care: Personal care, rehabilitation, therapy
- Glasses and Contacts: Exam fees, saline solution, enzymatic cleaner, eye surgery and vision correction
- Supplies and Equipment: Hearing aids, oxygen, braille supplies, crutches
- Travel Expenses: Miles driven; bus, parking, taxi, etc.; lodging expenses
- Insurance Premiums: Separate by person and if it’s long-term
- Other: Anything else that does not fit into the other categories
In this spreadsheet, I put each of these categories in their own tab. At the top, you can get the total for each category. On the first tab, you will also get the total amount spent in all of the categories.
The only category that is a bit different is travel expenses. Each time you drive to the doctor, etc. then put the mileage in the same line where you enter the bill. If there is no bill, then add it as a separate line in the Travel Expenses tab. The reason you want to keep track of miles is that you can deduct a certain amount per mile you travelled in your car (in 2017, that amount is $.17 per mile).
I hope that this spreadsheet is useful to you! Having medical expenses is difficult enough as it is; you shouldn’t have to worry about them more than you have to.