Medical Reimbursement claim in IT return

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Vishal Agrawal

Service

21 Points Posted on 19 February 2013

Hi,

This query is regarding the Medical reimbursement exemption of Rs. 15000.

My employer is only accepting medical bills till Feb 20, but till then I will only have Rs. 5000 worth of bills. I am expecting the next 10000 worth of medical expenses in March.

Can I claim the rest of the amount (Rs. 10000) when I file my IT return, or is it necessary that the entire Rs. 15000 amount needs to reflect in my form-16?

If yes, since these days there are no annexures or attachments to the IT return forms, how will I show the proof to the income tax department for the rest of the amount (Rs. 10000)?

Regards,

Vishal

Replies (2)

Jagmohan Purohit & Associates

CA in Practice

25 Points Posted on 19 February 2013

You can claim it while showing taxable income from salary at the time of filing of return. If any notice you receive you can explaine it.

CA Raviteja

Risk Management

531 Points Posted on 19 February 2013

As per my knowledge, unless you provide the respective bills, such amount will be treated as allowances and be taxed as your salary income. When u submit bills, the corresponding amount will be treated as reimbursements and not as allowances. Hence, that part will not be taxed.

So, i don't think you can claim it in your ITR if you dont submit bills to employer. Employer must clearly state in pay slip the amount of reimbursements.