The handoff sheet, so nothing gets lost between you and your preparer.
Celiac expenses arrive in pieces across a whole year. A premium on the grocery run, a follow up with the gastroenterologist, an antibody panel, a bottle of prescribed supplements, the miles driven to the only store that stocks safe bread. By the time taxes come around, the pieces are scattered across receipts, card statements, and memory.
This one-page summary is where you bring them back together. It has a line for every category that commonly applies to celiac disease, a place to total them, a short documentation checklist, and a notes box for anything your preparer should know. You fill it in once a year, and it becomes the single sheet you hand across the desk.
It is a real fillable PDF. The amount fields, the document on file boxes, the checklist, and the notes area all accept typing in any standard PDF reader. Prefer pen and paper? Print it blank and write it in.
Annual Celiac Medical Expense Summary
One page, fillable on screen or by hand. Subtitled "For Your CPA or Tax Professional" so the purpose is clear the moment it lands on their desk.
Four sections, top to bottom, then you are done.
The page is built to be filled in order. Start at your name, end at the notes box.
Every line a celiac household tends to forget.
Section 2 of the form lists each category with an amount field, a document on file box, and a notes column.
- Gluten-free food premium, grocery
- Gluten-free food premium, dining out
- Medical appointments, celiac related
- Diagnostic testing and lab work
- Prescription medications
- Supplements with a Letter of Medical Necessity
- Medical equipment and supplies
- Medical mileage, miles times the IRS rate
- Other, described in the notes
A few habits that make this sheet do its job.
Keep the backup with it
The "Doc on File" column is a promise to yourself. If you mark Y, make sure the receipt or statement is actually filed somewhere you can find it if asked.
Track mileage as you go
Medical mileage is miles driven for celiac care times the IRS medical rate for the year. A running log beats a guess. Multiply at the end and drop the total on the mileage line.
Note the diagnosis date
The notes box is the place to record the date of diagnosis, the year you began tracking, and any unusual expense. Context here saves a phone call later.
Only the premium counts for food
For gluten-free groceries and dining, the figure is the incremental cost over the conventional equivalent, not the full price of the food. Enter the difference, not the whole bill.
Built around primary IRS guidance.
The categories follow the framework the IRS sets out for medical expenses and for the incremental cost of a medically necessary gluten-free diet.
- Internal Revenue Code Section 213(d) law.cornell.edu/uscode/text/26/213
- IRS Publication 502, Medical and Dental Expenses irs.gov/pub/irs-pdf/p502.pdf
- Schedule A, Itemized Deductions, instructions irs.gov, Schedule A instructions
- Celiac Disease Foundation, Federal Benefits celiac.org/gluten-free-living/federal-benefits/tax-deductions
Friendly reminder. This summary is a general educational worksheet, not personalized medical, tax, or legal advice. It organizes what you spent; it does not decide what is claimable. The total medical expense deduction is subject to rules and thresholds that depend on your income, your filing status, and the year you file, and the gluten-free premium applies only to household members formally diagnosed with celiac disease. Expenses reimbursed through an HSA or FSA cannot also count toward the same medical total. Always review the finished summary, and your underlying receipts, with your CPA or tax professional before filing.
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