Do you know that you can recover any of the money spent on drugs and rehabilitation? The amendment of the individual Income taxation Act introduces favourable changes for seniors, allowing for greater taxation deductions. See if you can take advantage of this relief and get extra money for your home budget!
Meta description: Senior, see if you can number off your medical expenses and taxation rehabilitation! The fresh taxation relief is real savings. Learn more and get extra money.
Rehabilitation Relief – For Who and On What Rules?
The rehabilitation relief is simply a taxation preference that allows for deduction from income (income) expenses incurred for rehabilitation purposes and expenses associated with facilitating the performance of life activities. This is not a fresh relief, but The changes introduced in 2023 and 2024 importantly expanded its scope and simplified procedures, making it more accessible and attractive to seniors.
Who can benefit from the Relief?
The rehabilitation relief is available to:
- Holders of a disability decision:
- A associate of either the I or II group of invalidity, or
- Total or partial incapacity for work, or
- Disability, issued before age 16.
- Persons with disabilities: the spouse, their own children and their adopted children, abroad children admitted to education, stepchildren, parents, parents of the spouse, siblings, stepfather, stepmother, son-in-law – if in the taxation year the income of those persons with disabilities has not exceeded a certain limit (the current limit should be checked on the websites of the Ministry of Finance as it is subject to yearly weighting).
What expenses can I charge?
The rehabilitation relief includes a wide list of expenses. For seniors, the following are peculiarly important:
- Purchase of medicines:if your doctor finds that a disabled individual should take certain medicines (fixed or temporary) – the difference between the expenditure actually incurred in a given period and the amount of PLN 100 shall be deducted. It is essential to have individual VAT invoices!
- Purchase and repair of individual rehabilitation equipment: e.g. wheelchairs, balls, sticks, prostheses, proceeding aids, corrective glasses (if any)
- Payment for a rehabilitation tour: for both the disabled individual and the carer (if necessary).
- Payment for the stay for treatment in the wellness care facility, for the stay in the rehabilitation facility, care and care and care facilities and for rehabilitation treatments. It's crucial to have a referral from a doctor.
- Nurse care at home for a disabled individual during a period of chronic illness preventing movement and care services provided to disabled persons included in the first group of disability.
- Adapting housing and residential buildings to the needs of disability: e.g. removing architectural barriers.
- Use of a passenger car owned by a disabled individual or a dependant taxpayer: You can deduct to a certain limit (PLN 2280) expenses for access to medical and rehabilitation facilities.
How to paper Expenditure?
The basis for deduction is Named VAT invoices, bills, proof of payment and another supporting documents (e.g. a medical certificate to usage medicines). They must be kept for 5 years from the end of the year in which the taxation return was made.
How to usage Relief?
The rehabilitation relief is deducted in the yearly taxation return (PIT-37, PIT-36, PIT-28). The declaration must complete Annex PIT/O, specifying the expenditure incurred.
Where to Search for More Information?
- Ministry of Finance website:https://www.gov.pl/web/finance (Taxes tab, Ulgi and Exemption section).
- National taxation Information: 801 055 055 or 22 330 03 30 (from mobile phones).
- Guides and articles on websites devoted to taxation and rights of people with disabilities.
- Accountant or taxation adviser – to guarantee the settlement and usage of all available allowances.
Why usage the Rehabilitation Relief?
The rehabilitation relief is real financial assistance to seniors, allowing them to recover any of the money spent on treatment and rehabilitation. It is not only a saving, but besides a greater comfort of life and the chance to finance the essential treatments and medicines. Do not delay, see if you qualify and exercise your rights!
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Extra money for the Seniors! See if you qualify for fresh taxation Relief
