Deduct Health Insurance Premiums

Health insurance is an essential expense that everyone should have. It provides financial protection against unexpected medical expenses that may arise. However, it can also be costly, which is why many people wonder if they can deduct health insurance premiums on their taxes. Here’s everything you need to know about deducting health insurance premiums.

What are Health Insurance Premiums?

Health insurance premiums are the amount of money you pay each month to your health insurance company in exchange for coverage. These premiums can vary depending on several factors, including:

  • The type of coverage you have (e.g., individual or family)
  • The level of coverage you choose (e.g., basic or comprehensive)
  • Your age and health status
  • Where you live (e.g., some states have higher healthcare costs than others)

It’s important to note that health insurance premiums can be paid by either you or your employer. If your employer pays a portion of your health insurance premiums, you may still be able to deduct the portion you pay.

Can You Deduct Health Insurance Premiums?

The short answer is yes, you can deduct health insurance premiums on your taxes. However, there are some conditions that must be met for you to be able to do so:

  • You must be self-employed or not eligible for employer-sponsored health insurance
  • Your health insurance premiums must be paid with after-tax dollars (i.e., not pre-tax through a cafeteria plan)
  • Your total medical expenses (including health insurance premiums) must exceed 7.5% of your adjusted gross income (AGI)
  • You must itemize your deductions on your tax return

If you meet these conditions, you can deduct your health insurance premiums and other medical expenses on Schedule A of your tax return.

How Much Can You Deduct?

The amount you can deduct for health insurance premiums and other medical expenses depends on several factors, including:

  • Your total medical expenses for the year
  • Your adjusted gross income (AGI)
  • Your itemized deductions

Generally, you can deduct the portion of your health insurance premiums that exceeds 7.5% of your AGI. For example, if your AGI is $50,000 and your health insurance premiums for the year are $5,000, you can deduct $1,250 (the portion that exceeds 7.5% of your AGI, which is $3,750).

It’s important to note that there is a cap on the amount you can deduct for health insurance premiums and other medical expenses. For the 2020 tax year, the cap is $7,500 for individuals age 65 and older and $10,000 for all other taxpayers.

FAQ

Can I deduct health insurance premiums if I have employer-sponsored health insurance?

No, if you have employer-sponsored health insurance, you cannot deduct your health insurance premiums on your tax return. However, if you pay for any medical expenses out of pocket (e.g., deductibles, copays, etc.), you may be able to deduct those expenses if they exceed 7.5% of your AGI.

Can I deduct health insurance premiums if I’m self-employed?

Yes, if you’re self-employed and pay for your own health insurance, you can deduct your health insurance premiums on your tax return. You can also deduct premiums you pay for your spouse, dependents, and children under the age of 27.

Can I deduct health insurance premiums if I’m unemployed?

If you’re unemployed and pay for your own health insurance, you may be able to deduct your health insurance premiums on your tax return if you meet the other conditions (i.e., your premiums are paid with after-tax dollars, your total medical expenses exceed 7.5% of your AGI, and you itemize your deductions).

What other medical expenses can I deduct?

In addition to health insurance premiums, you can deduct other medical expenses that exceed 7.5% of your AGI. These expenses may include:

  • Doctor and dentist visits
  • Prescription medications
  • Medical equipment (e.g., crutches, wheelchairs, etc.)
  • Laboratory fees
  • Diagnostic tests
  • Long-term care

Can I deduct health insurance premiums if I use a Health Savings Account (HSA) or Flexible Spending Account (FSA)?

If you use an HSA or FSA to pay for your health insurance premiums, you cannot deduct those premiums on your tax return. However, you may be able to deduct other medical expenses (e.g., deductibles, copays, etc.) if they exceed 7.5% of your AGI.

Conclusion

Deducting health insurance premiums on your taxes can help you save money on your healthcare expenses. However, you must meet certain conditions and follow the rules set by the IRS. If you’re unsure whether you qualify for a deduction, it’s recommended that you consult with a tax professional.