During 2019, Susan incurred and paid the following expenses for Beth (her daughter), Ed (her father), and herself: Surgery for Beth $4,500 Red River Academy charges for Beth: Tuition 5,100 Room, board, and other expenses 4,800 Psychiatric treatment 5,100 Doctor bills for Ed 2,200 Prescription drugs for Susan, Beth, and Ed 780 Insulin for Ed 540 Nonprescription drugs for Susan, Beth, and Ed 570 Charges at Heartland Nursing Home for Ed: Medical care 5,000 Lodging 2,700 Meals 2,650 Beth qualifies as Susan’s dependent, and Ed would also qualify except that he receives $7,400 of taxable retirement benefits from his former employer. Beth’s psychiatrist recommended Red River Academy because of its small classes and special-ized psychiatric treatment program that is needed to treat Beth’s illness. Ed, who is a paraplegic and diabetic, entered Heartland in October. Heartland offers the type of care that he requires. Upon the recommendation of a physician, Susan has an air filtration system installed in her personal residence. She suffers from severe allergies. In connection with this equipment, Susan incurs and pays the following amounts during the year: Filtration system and cost of installation $6,500 Increase in utility bills due to the system 700 Cost of certified appraisal 360 The system has an estimated useful life of 10 years. The appraisal was to determine the value of Susan’s residence with and without the system. The appraisal states that the system increased the value of Susan's residence by $2,000. Ignoring the AGI floor, what is the total of Susan's expenses that qualifies for the medical expense deduction?
During 2019, Susan incurred and paid the following expenses for Beth (her daughter), Ed (her
father), and herself:
Surgery for Beth $4,500
Red River Academy charges for Beth:
Tuition 5,100
Room, board, and other expenses 4,800
Psychiatric treatment 5,100
Doctor bills for Ed 2,200
Prescription drugs for Susan, Beth, and Ed 780
Insulin for Ed 540
Nonprescription drugs for Susan, Beth, and Ed 570
Charges at Heartland Nursing Home for Ed:
Medical care 5,000
Lodging 2,700
Meals 2,650
Beth qualifies as Susan’s dependent, and Ed would also qualify except that he receives $7,400 of
taxable retirement benefits from his former employer. Beth’s psychiatrist recommended Red
River Academy because of its small classes and special-ized psychiatric treatment program that
is needed to treat Beth’s illness. Ed, who is a paraplegic and diabetic, entered Heartland in
October. Heartland offers the type of care that he requires.
Upon the recommendation of a physician, Susan has an air filtration system installed in her
personal residence. She suffers from severe allergies. In connection with this equipment, Susan
incurs and pays the following amounts during the year:
Filtration system and cost of installation $6,500
Increase in utility bills due to the system 700
Cost of certified appraisal 360
The system has an estimated useful life of 10 years. The appraisal was to determine the value of
Susan’s residence with and without the system. The appraisal states that the system increased the value of Susan's residence by $2,000. Ignoring the AGI floor, what is the total of Susan's expenses that qualifies for the medical expense deduction?
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