One of the obligations that we have to fulfill as taxpayers, whether a natural or legal person, is to present the Annual Declaration to the Tax Administration Service (SAT)so in case you are retired from the Mexican Social Security Institute (IMSS) or the Institute of Security and Social Services of State Workers (ISSSTE) you will be interested to know that There are medical expenses that you can deduct.
In this sense, according to the regulations of the Tax Administration Service (SAT), the following are the medical expenses that IMSS and ISSSTE retirees can deduct in the 2023 Annual Declaration and, with it, obtain balance in favor:
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*Insurance for medical, dental and psychological expenses
*Hospital expenses, medicines, nursing fees, studies and clinical examinations
*Purchase of rehabilitation equipment, prostheses or graduated lenses
*Funeral expenses for spouse
However, it should be taken into consideration that not all retirees from IMSS and ISSSTE They are required to submit the Annual Declaration to the tax agency of the Ministry of Finance and Public Credit (SHCP).
In this sense, according to current tax regulations, retirees from the IMSS and ISSSTE with pensions greater than 400 thousand pesos per month those who must submit the Annual Declaration for the fiscal year 2023 to the SAT.
Deductible medical expenses in the Annual Declaration
Now, in general, the following are the medical expenses that individuals can deduct in the Annual Return for the 2023 tax year:
*Medical fees: include payments to doctors, dentists, psychologists and nutritionists.
*Hospital expenses: all costs derived from hospitalizations.
*Medicines: only those included in hospital bills.
*Nursing services: fees paid to certified nurses.
*Clinical studies: analysis and other necessary medical studies.
*Prostheses: essential elements recommended by health professionals.
*Medical equipment: purchase or rental of devices for rehabilitation or restoration.
*Prescription optical lenses: with a deduction limit specified by law.
*Medical expense insurance: premiums paid for specialized insurance.
*Medical expenses derived from disabilities or permanent disabilities greater than 50%, as long as there is certification from an institution of the National Health System that endorses the condition.
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