Tax and additional medical expenses

[FuLL_MeT4L]

When a medical cost is incurred and not paid for by your medical aid, it is my understanding that this gets logged as an additional medical expense, you keep your invoice, and depending on the rest of your tax profile you may or may not get credits for this.

The above is obvious when I incur a medical expense, and then pay the account myself.

What's less obvious to me though, in the sense that I don't know who claims the additional medical expense:
1) My wife incurs a medical expense and she is invoiced, and then I pay her account.
2) I incur a medical expense, pay the amount, and am later reimbursed by my parents.

 

[Kosmik]

When a medical cost is incurred and not paid for by your medical aid, it is my understanding that this gets logged as an additional medical expense, you keep your invoice, and depending on the rest of your tax profile you may or may not get credits for this.

The above is obvious when I incur a medical expense, and then pay the account myself.

What's less obvious to me though, in the sense that I don't know who claims the additional medical expense:
1) My wife incurs a medical expense and she is invoiced, and then I pay her account.
2) I incur a medical expense, pay the amount, and am later reimbursed by my parents.

If you incur the expense and it came off your cash/account, you can claim it. It has to have effected you financially. If the invoice is made out to your wife or parents that may be an issue unless you can show the funds were deducted from an account owned by you.