Hi , I have two handicapped dependents who % of disability is 80. I came across different portals and sites and it was said that we need to provide a self declaration against the expenses. Not clear on the self declaration. Do we need not provide the actual bills for availing tax benefit? It is said to submit 10 I form also. How exactly do I need to go about this?
You need to obtain a medical certificate as mandated u/s 80DD(4),as under:
"(4) The assessee, claiming a deduction under this section, shall furnish a copy of the certificate issued by the medical authority in the prescribed form and manner ..."
There is no need to attach the certificate while efiling your return. You need to produce the certificate only if you are called upon to do by the Income Tax Department.
Dear Sir,
You need to obtain a certificate from doctor and you don't need to submit the certificate at this stage. It would be required if you case is selected for scrutiny.
Please feel free to call/revert in case of any doubts
Thanks and Regards
Abhishek Dugar
CA CS B.Com
Hi,
80DD Deduction for Disabled dependents is available if you have incurred any expenses for medical treatment/training/rehabilitation of such dependents. You get straight deduction of Rs. 75,000 or Rs. 1,25,000 as the case may be.
Form 10I will be required if the disability requires periodic assessment.
Hello Sir,
The Self declaration is a normal letter, but in order to substantiate your claim it is better to maintain your expense report/ bills.
The form may be submitted directly to the ITO - when the officer asks for it.
Trust this clarifies your query.
Feel free to call / get back in case of further clarifications.
Thanking You.
Regards,
Rohit R Sharma
BCOM, ACA, LLB-GEN, CERT. FAFP
Dear Sir,
You need form 10I from government approved hospital and keep all bills ready along with self declaration on the matter which need to be produced at the time of scrutiny.
Hi all, Thanks for your replies. I had seen the 10 I form. It has a certificate no. and registration no. to be mentioned. What are actually these no.'s? And if the actual expenses are below the 125000 rupees what should be done? Because it is mentioned flat 125000 will be exempted. What should I mention in the self declaration if the expenses are less than 125000? Can I have a sample self declaration with possible expenses mentioned? I felt some of the replies can be directly seen in many online portals. I expected precise answers for my query which I could not see from some replies. Some of the answers are satisfied enough. I hope my feedback would help.
Hi all, Thanks for your replies. I had seen the 10 I form. It has a certificate no. and registration no. to be mentioned. What are actually these no.'s? And if the actual expenses are below the 125000 rupees what should be done? Because it is mentioned flat 125000 will be exempted. What should I mention in the self declaration if the expenses are less than 125000? Can I have a sample self declaration with possible expenses mentioned? I felt some of the replies can be directly seen in many online portals. I expected precise answers for my query which I could not see from some replies. Some of the answers are satisfied enough. I hope my feedback would help.
Hello Sir,
The Certificate Number & Registration number would be mentioned on the medical certificate provided to you by the Government Hospital Doctor. The same number has to be mentioned in the Form.
If the actual expense is less then its less, as it is a standard deduction and has nothing to do with your actual expense. The deduction depends on the percentage of disability, so just get a medical certificate from a government hospital mentioning the percentage of disability, which will help you substantiate your claim against the Income Tax Department.
Trust this clarifies your query.
Feel free to call / get back in case of further clarifications.
Thanking You.
Regards,
Rohit R Sharma
BCOM, ACA, LLB-GEN, CERT. FAFP
Hi,
You just need to obtain Form 10-I. No need to submit it along with IT returns. However, same shall be produced if the Income Tax Officer asks for the same.
Similarly, you just need to incur any expenses for medical treatment/training/rehabilitation of dependents to claim Deduction u/s 80DD. The deduction is a straight deduction irrespective of the amount actually spent.
Hope this clarifies your query. Feel free to call or email me on pradeep@capradeepbhat.com for any clarifications.
Dear Sir,
These numbers will be there on the medical certificate. These number has to be mentioned in the Form.
Even if your actual expenses on is less then also you will be eligible for full deduction.
Please feel free to call/revert in case of any doubts
Thanks and Regards
Abhishek Dugar
CA CS B.Com
The deduction is actual expenditure or the limit as applicable, whichever is less.
Dear Sir,
Rs. 1,25,000/- is the limit without actual expenses consideration. With respect to Form 10I certification No. & Registration no. will be mentioned by the hospitals since it is their number for the recognition.
Sir if you are finding any difficulty for providing to your employee then at the time of filing It Returns you can mention the disability provided and it will automatically calculate the deduction. No need to provide 10I form
