ADMINISTRATIVE PLAN - San Antonio Housing Authority
ADMINISTRATIVE PLAN - San Antonio Housing Authority ADMINISTRATIVE PLAN - San Antonio Housing Authority
Summary of Allowable Medical Expenses from IRS Publication 502Services of medical professionalsSurgery and medical procedures that arenecessary, legal, noncosmeticServices of medical facilitiesHospitalization, long-term care, and inhomenursing servicesPrescription medicines and insulin, butnot nonprescription medicines even ifrecommended by a doctorImprovements to housing directly relatedto medical needs (e.g., ramps for a wheelchair, handrails)Substance abuse treatment programsPsychiatric treatmentAmbulance services and some costs oftransportation related to medicalexpensesThe cost and care of necessaryequipment related to a medicalcondition (e.g., eyeglasses/lenses,hearing aids, crutches, and artificialteeth)Cost and continuing care of necessaryservice animalsMedical insurance premiums or the costof a health maintenance organization(HMO)Note: This chart provides a summary of eligible medical expenses only. Detailedinformation is provided in IRS Publication 502. Medical expenses are consideredonly to the extent they are not reimbursed by insurance or some other source.Families That Qualify for Both Medical and Disability Assistance ExpensesPHA PolicyThis policy applies only to families in which the head, spouse, or cohead is 62 or older oris a person with disabilities.When expenses anticipated by a family could be defined as either medical or disabilityassistance expenses, the PHA will consider them medical expenses unless it is clear thatthe expenses are incurred exclusively to enable a person with disabilities to work.6-II.E. DISABILITY ASSISTANCE EXPENSES DEDUCTION [24 CFR 5.603(b) and24 CFR 5.611(a)(3)(ii)]Reasonable expenses for attendant care and auxiliary apparatus for a disabled family membermay be deducted if they: (1) are necessary to enable a family member 18 years or older to work,(2) are not paid to a family member or reimbursed by an outside source, (3) in combination withany medical expenses, exceed three percent of annual income, and (4) do not exceed the earnedincome received by the family member who is enabled to work.Earned Income Limit on the Disability Assistance Expense DeductionA family can qualify for the disability assistance expense deduction only if at least one familymember (who may be the person with disabilities) is enabled to work [24 CFR 5.603(b)].© Copyright 2008 Nan McKay & Associates, Inc. Page 6-30Revised/Approved 04/08/10 (Eff: 07/01/10)Unlimited copies may be made for internal use.
The disability expense deduction is capped by the amount of “earned income received by familymembers who are 18 years of age or older and who are able to work” because of the expense [24CFR 5.611(a)(3)(ii)]. The earned income used for this purpose is the amount verified before anyearned income disallowances or income exclusions are applied.PHA PolicyThe family must identify the family members enabled to work as a result of the disabilityassistance expenses. In evaluating the family’s request, the PHA will consider factorssuch as how the work schedule of the relevant family members relates to the hours ofcare provided, the time required for transportation, the relationship of the familymembers to the person with disabilities, and any special needs of the person withdisabilities that might determine which family members are enabled to work.When the PHA determines that the disability assistance expenses enable more than onefamily member to work, the expenses will be capped by the sum of the family members’incomes.Eligible Disability ExpensesExamples of auxiliary apparatus are provided in the HCV Guidebook as follows: “Auxiliaryapparatus are items such as wheelchairs, ramps, adaptations to vehicles, or special equipment toenable a blind person to read or type, but only if these items are directly related to permitting thedisabled person or other family member to work” [HCV GB, p. 5-30].HUD advises PHAs to further define and describe auxiliary apparatus [VG, p. 30].Eligible Auxiliary ApparatusPHA PolicyExpenses incurred for maintaining or repairing an auxiliary apparatus is eligible. In thecase of an apparatus that is specially adapted to accommodate a person with disabilities(e.g., a vehicle or computer), the cost to maintain the special adaptations (but notmaintenance of the apparatus itself) is an eligible expense. The cost of service animalstrained to give assistance to persons with disabilities, including the cost of acquiring theanimal, veterinary care, food, grooming, and other continuing costs of care, will beincluded.© Copyright 2008 Nan McKay & Associates, Inc. Page 6-31Revised/Approved 04/08/10 (Eff: 07/01/10)Unlimited copies may be made for internal use.
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Summary of Allowable Medical Expenses from IRS Publication 502Services of medical professionalsSurgery and medical procedures that arenecessary, legal, noncosmeticServices of medical facilitiesHospitalization, long-term care, and inhomenursing servicesPrescription medicines and insulin, butnot nonprescription medicines even ifrecommended by a doctorImprovements to housing directly relatedto medical needs (e.g., ramps for a wheelchair, handrails)Substance abuse treatment programsPsychiatric treatmentAmbulance services and some costs oftransportation related to medicalexpensesThe cost and care of necessaryequipment related to a medicalcondition (e.g., eyeglasses/lenses,hearing aids, crutches, and artificialteeth)Cost and continuing care of necessaryservice animalsMedical insurance premiums or the costof a health maintenance organization(HMO)Note: This chart provides a summary of eligible medical expenses only. Detailedinformation is provided in IRS Publication 502. Medical expenses are consideredonly to the extent they are not reimbursed by insurance or some other source.Families That Qualify for Both Medical and Disability Assistance ExpensesPHA PolicyThis policy applies only to families in which the head, spouse, or cohead is 62 or older oris a person with disabilities.When expenses anticipated by a family could be defined as either medical or disabilityassistance expenses, the PHA will consider them medical expenses unless it is clear thatthe expenses are incurred exclusively to enable a person with disabilities to work.6-II.E. DISABILITY ASSISTANCE EXPENSES DEDUCTION [24 CFR 5.603(b) and24 CFR 5.611(a)(3)(ii)]Reasonable expenses for attendant care and auxiliary apparatus for a disabled family membermay be deducted if they: (1) are necessary to enable a family member 18 years or older to work,(2) are not paid to a family member or reimbursed by an outside source, (3) in combination withany medical expenses, exceed three percent of annual income, and (4) do not exceed the earnedincome received by the family member who is enabled to work.Earned Income Limit on the Disability Assistance Expense DeductionA family can qualify for the disability assistance expense deduction only if at least one familymember (who may be the person with disabilities) is enabled to work [24 CFR 5.603(b)].© Copyright 2008 Nan McKay & Associates, Inc. Page 6-30Revised/Approved 04/08/10 (Eff: 07/01/10)Unlimited copies may be made for internal use.
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