Official medical report - Exceptional burdens

At the request of your tax authority, you can apply for official medical reports on special expenses and burdens within the framework of income tax law.

Description

On request or by order of the competent tax authority, citizens can apply for official medical reports on the following issues:

  1. Extraordinary burden due to:

    Spa costs and for preventive cures
    Purchase of medical aids
    psychotherapeutic treatments
    Care of elderly and helpless people by an accompanying person
    scientifically unrecognised healing methods

  2. Tax-free allowance for the sale or closure of a business

Please note:

  • The examination appointment must be requested in writing or by e-mail.
  • The questionnaire (please be sure to include your telephone and mobile phone number), the basis for assessment, the declaration of consent under data protection law, documents and findings from the treating doctors must be enclosed with the application.
  • Processing or, if applicable, the allocation of an appointment will only take place once all of the above documents have been submitted and may take several weeks.
  • We kindly ask you to refrain from telephone enquiries regarding the allocation of appointments.

Prerequisites

Processing is only possible if all documents are available!

Required documents

To register:

  • completed questionnaire
  • completed assessment basis
  • completed declaration of consent under data protection law
  • Documents and findings of the attending physicians, hospital reports, etc.

Duration & Costs

Processing time

Approx. 2-6 weeks if the documents are complete and an official medical examination is not required.
If an official medical examination is required, the processing time is extended by several weeks.

Fees

70 euros for expert opinions based on files
90 Euro for an expert opinion with an official medical examination

Payment methods available

Questions & Answers

What information does an official medical report contain?

In principle, the same strict confidentiality rules apply to medical officers as to doctors providing treatment. The medical reports prepared by the department are limited to a summarised assessment of the examination with close reference to the questions posed in the order. The clients therefore only receive the examination results that they need for their personnel decisions. Everything that goes beyond this (e.g. diagnosis, own and external findings) remains in our records and is subject to medical confidentiality and data protection regulations.

Legal basis

Income tax legislation

Landeshauptstadt München

Gesundheitsreferat
Gesundheitsschutz
Ärztliche Gutachten
Ärztlicher Bereich

Internet

Postal address

Landeshauptstadt München
Gesundheitsreferat
Gesundheitsschutz
Ärztliche Gutachten
Ärztlicher Bereich

Schwanthalerstraße 69
80336 München

Fax: +49 89 233-66809

Address

Schwanthalerstraße 69
80336 München

Room: 330/331

Open

  • Mon 07:45 - 12:00
    13:00 - 15:00
  • Tue 07:45 - 12:00
    13:00 - 15:00
  • Wed 07:45 - 12:00
    13:00 - 15:00
  • Thu 07:45 - 12:00
    13:00 - 15:00
  • Fri 07:45 - 12:00
  • Sat Closed
  • Sun Closed

Bitte beachten Sie, dass die Abteilung Ärztliche Gutachten an folgenden Tagen geschlossen ist:

  • 24. bis 26. Dezember 2024
  • 31. Dezember 2024 und 1. Januar 2025
  • 6. Januar 2025

Accessibility

  • Available:Barrier-free access
  • Not available:Disabled parking

Es befindet sich ein behindertengerechter Zugang sowie behindertengerechte Sanitäreinrichtungen im Gebäude.

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