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IRS Information Letter Addresses Code Section 213 Medical Care Requirements
Thomson Reuters / EBIA May 17, 2019
"According to [IRS Information Letter 2019-005], factors to consider when determining whether a personal expense was incurred for medical care include: [1] the motive or purpose for the expense, [2] whether a physician has diagnosed a medical condition and recommended the item as treatment or mitigation, [3] the relationship between the treatment and the illness, [4] the treatment's effectiveness, and [5] the proximity in time to the onset or recurrence of a disease. A personal expense generally will be considered an expense for medical care only if the taxpayer would not have incurred the expense but for the taxpayer's disease or illness."
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