A-1
Cat. No. 24328L
Instructions for Schedules to Form 1040
1999
Instructions for
Schedule A,
Itemized
Deductions
Use Schedule A (Form 1040) to figure your itemized deductions. In most cases, your
Federal income tax will be less if you take the larger of your itemized deductions or your
standard deduction.
If you itemize, you may deduct a part of your medical and dental expenses and unreim-
bursed employee business expenses, and amounts you paid for certain taxes, interest,
contributions, and miscellaneous expenses. You may also deduct certain casualty and theft
losses.
Do not include on Schedule A items deducted elsewhere, such as on
Schedule C, C-EZ, E, or F.
A Change To Note
Expenses To Stop Smoking. Medical ex-
penses include unreimbursed amounts you
paid to participate in a program to stop
smoking or for prescription medicines to
alleviate nicotine withdrawal. Nonprescrip-
tion medicines, such as nicotine gum and
certain nicotine patches, are not deductible.
Medical and Dental
Expenses
You may deduct only the part of your med-
ical and dental expenses that exceeds 7.5%
of the amount on Form 1040, line 34.
Pub. 502 discusses the types of expenses
that may and may not be deducted. It also
explains when you may deduct capital ex-
penses and special care expenses for disa-
bled persons.
If you received a distribution
from your medical savings ac-
count in 1999, see Pub. 969 to
figure your deduction.
Examples of Medical and Dental
Payments You May Deduct
To the extent you were not reimbursed, you
may deduct what you paid for:
Insurance premiums for medical and
dental care, including premiums for quali-
fied long-term care contracts as defined in
Pub. 502. But see Limit on Long-Term
Care Premiums You May Deduct on this
page. Reduce the insurance premiums by
any self-employed health insurance deduc-
tion you claimed on Form 1040, line 28.
Prescription medicines or insulin.
Medical doctors, osteopathic doctors,
dentists, eye doctors, podiatrists, chiroprac-
tors, psychiatrists, psychologists, physical
therapists, occupational therapists, acupunc-
turists, and psychoanalysts (medical care
only).
Medical examinations, X-ray and lab-
oratory services, insulin treatment, and
whirlpool baths your doctor ordered.
Nursing help (including your share of
the employment taxes paid). If you paid
someone to do both nursing and housework,
you may deduct only the cost of the nursing
help.
Hospital care (including meals and
lodging), clinic costs, and lab fees.
Qualified long-term care services (see
Pub. 502).
The supplemental part of Medicare in-
surance (Medicare B).
Medical treatment at a center for drug
or alcohol addiction.
Medical aids such as eyeglasses, con-
tact lenses, hearing aids, braces, crutches,
wheelchairs, and guide dogs, including the
cost of maintaining them.
Lodging expenses (but not meals)
while away from home to receive medical
care in a hospital or a medical care facility
related to a hospital. Do not include more
than $50 a night for each eligible person.
Ambulance service and other travel
costs to get medical care. If you used your
own car, you may claim what you spent for
gas and oil to go to and from the place you
received the care; or you may claim 10 cents
a mile. Add parking and tolls to the amount
you claim under either method.
Note. Certain medical expenses paid out of
a deceased taxpayers estate may be claimed
on the deceased taxpayers final return. See
Pub. 502 for details.
Limit on Long-Term Care Premiums You
May Deduct. The amount you may deduct
for qualified long-term care contracts (as
defined in Pub. 502) depends on the age, at
the end of 1999, of the person for whom the
premiums were paid.
IF the person
was, at the end
of 1999, age . . .
THEN the most
you may deduct
is . . .
40 or under
4150
5160
6170
71 or older
$ 210
$ 400
$ 800
$ 2,120
$ 2,660
Examples of Medical and Dental
Payments You May Not Deduct
The basic cost of Medicare insurance
(Medicare A).
If you were 65 or older but not
entitled to social security bene-
fits, you may deduct premiums
you voluntarily paid for Medi-
care A coverage.
Cosmetic surgery unless it was neces-
sary to improve a deformity related to a
congenital abnormality, an injury from an
accident or trauma, or a disfiguring disease.
Life insurance or income protection
policies.
The Medicare tax on your wages and
tips or the Medicare tax paid as part of the
self-employment tax or household employ-
ment taxes.
Nursing care for a healthy baby. But
you may be able to take a credit for the
amount you paid. See the instructions for
Form 1040, line 41.
Illegal operations or drugs.
Nonprescription medicines.
Travel your doctor told you to take for
rest or a change.
Funeral, burial, or cremation costs.