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If you have a non-self-sufficient elderly person in your family, you can receive this important tax allowance, which can be used through tax deductions. With the help of the Bag Projection Technicians we will try to understand how to obtain this form of reimbursement and for what expenses the taxpayer can submit the request.
How to request and obtain refunds from the Tax Agency
When there is an elderly person in the family who is not self-sufficient or a person with a disability, specific treatments and forms of assistance are needed. Very often it happens that the same relative, for example, a child, bears the costs of parental care and assistance. In these cases, the legislation establishes that the family member who provides financial assistance to the non-self-sufficient shareholder may deduct the expenses incurred in this regard. This is possible thanks to the inclusion of specific elements in the tax return. That is why if you have a non-self-sufficient elderly person in your family, you can benefit from this important tax exemption. Wanting to go into the details of the installation, we are talking about a deduction on the total expense equal to 19% of the personal income tax up to a maximum of 2,100 euros if the total income does not exceed the ceiling of 40,000 euros.
If you have a non-self-sufficient elderly person in your family, you can receive this important tax relief
According to the instructions of the Tax Agency, the deduction is valid even if the family member who is assisting is not the responsibility of the taxpayer. This is on the condition that, with proper medical documentation, the status of proven non-self-sufficiency is certified. This means that the elderly relative should not be able to:
a) move and walk independently;
b) dress alone or take care of personal hygiene;
c) take food independently;
d) in addition, the person must need continuous surveillance.
In these cases, if there are more than one family member who care for the elderly, the limit of 2,100 euros for the deduction remains in force. This sum should be divided among the family members who have therefore borne the costs of care.
It is recalled that, due to the health emergency, the deadline for submitting the pre-filled 730 form is set for September 30. Taxpayers who still intend to present the return or make changes to it, may enter the expenses for assistance to the elderly. In this way, if the criteria that determine the reimbursement condition exist, it will be possible to take advantage of the economic benefit.
To know the different deadlines for filing the income declaration forms, you can consult the table here.
