About a month ago I posted about how to get a tax deduction for fertility treatments. I mentioned keeping track of mileage, parking expenses, the money you spend on medication, and the money you spend on actual doctors’ visits, tests, and treatments.
I may have mentioned that I planned on compiling all of my expenses into a worksheet so that I would be as prepared as possible by the time tax season rolls around.
Last week when I was entering some of our most recent expenses into my worksheets (I created two: one for doctor’s visits and treatments, and another for medication expenses) it dawned on me that the polite thing to do would be to share the worksheets with you guys!
I saved these worksheets in a Word document rather than in PDF format. That way, if you’d
like to customize them or make them longer or shorter, you can do that easily.
We started preparing for our first IUI in January (HSG, blood work, being diagnosed with PCOS, starting Metformin, etc.). You can see our complete TTC timeline here. We will finally get to stop with the fertility meds in December, when I reach the end of the first trimester. Since we squeezed so many fertility treatments into exactly one year (January-December) I needed a lot of space in the worksheets. If you got started later in the year, if you required fewer treatments, or if you took less medication than I did, you may not need all the room I provided on the worksheets. So feel free to personalize them to your heart’s content, and then do what you will with them!
Here is the tax worksheet for medications (click on the link below to download):
And here is the tax worksheet for doctor’s visits, treatments, mileage, and parking (click on the link below to download):