Employer not considering Medical reimbursement exemption for income tax ?

POSTED BY Amit Gupta ON February 21, 2014 9:42 am COMMENTS (9)

I recently switched my job. I used to claim the medical reimbursement exemption for the whole fiscal year in Feb and March by submitting the medical bills to my employer. As per the IT rules, an individual can claim medical reimbursement exemption upto Rs 15000 in a fiscal year. But when I submitted previous year medical bills to my current employer, he refused to consider them for exemption. He told me that I can get exemption for the medical expenses after my joining date. I explained him the whole scenario but still he is not considering previous year expenses.

I told him that I do understand that I can get medical reimbursement for the period I have worked in your organization but I want you to consider the exemption for the medical expenses borne by me. But he refused to do so. Since the medical reimbursement exemption can only be provided by employer and there is no section in it return to claim it. Hence I couldn’t claim the exemption for the medical expenses. Is it possible to claim the exemption through any other way?

Regards

Amit Gupta

9 replies on this article “Employer not considering Medical reimbursement exemption for income tax ?”

  1. Mahesh says:
    October 3, 2017 at 3:50 pm

    Hi,

    I have recently changed my job in August 2017 and have claimed entire 15000 of medical reimbursement in the initial few months of the financial year. In my full and final settlement, the employer had reversed around 11000 from my salary against medical reimbursement. Why they have deducted the amount when I have already submitted the bills and have claimed the 15000.

    Reply
    1. Jagoinvestor Admin says:
      October 4, 2017 at 10:28 am

      Hi Mahesh

      This is very specific query which you should follow up with the concerned authority only. We wont be able to comment on that

      Manish

      Reply
  2. ashalanshu says:
    February 22, 2014 at 1:34 am

    Dear Amit, this health check up related deduction is within the existing section 80D and over all limit of 15K for self and family and 30-35K for Self anf family + parents policies. So in a sense no separate provision.

    Thanks

    Ashal

    Reply
  3. Amit says:
    February 21, 2014 at 4:20 pm

    Hi Prashant,

    Under which section, we can take additional tax benefit of Rs. 5000 for Health Check-Up?

    Thanks,
    Amit

    Reply
  4. ashalanshu says:
    February 21, 2014 at 2:54 pm

    Dear Prashant, if medical reimbursement is allowed from your employer then only it’s allowed as tax free allowance upto 15000 Rs. In case your current employer is not giving or the prev. employer was not giving the medical allowance, you can not claim.

    Thanks

    Ashal

    Reply
    1. prashantk says:
      February 21, 2014 at 3:05 pm

      Thanks for clarification, Ashal.

      Thanks
      Prashant

      Reply
  5. prashantk says:
    February 21, 2014 at 12:50 pm

    Dear Amit,
    Apart from 15,000/- towards medical reimbursement, from AY-2013-14 onward, we can claim additional 5,000/- towards preventive health check-up is available.

    Thanks,
    Prashant

    Reply
  6. ashalanshu says:
    February 21, 2014 at 10:33 am

    Dear Amit, please claim the same at the time of filing your ITR from the income assigned to prev. employer.

    Thanks

    Ashal

    Reply
    1. prashantk says:
      February 21, 2014 at 12:45 pm

      Dear Ashal,
      Thanks for the reply. Even I faced the same issue with the medical reimbursement. Current employer considered bills only from the joining date. As you said, I am claiming the amount during ITR filing.
      However, I wanted one clarification. Is this medical reimbursement of 15k is dependent on employer? I mean, in my spouse company, neither they are accepting any medical bills nor they are ready to deduct 15k from total income.
      I searched in Section 17(2) and Section 10 of IT law, but couldn’t get any clarification. I was wondering is this differ from employer to employer.
      Appreciate, if you can guide me in this?

      Thanks,
      Prashant

      Reply

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