What are the documents needed to deduct medical expenses?
The documents needed to deduct medical expenses include the following:
- Name and address of each person or entity you paid
- Amount and date of each payment
You should also keep a statement or itemized invoice showing:
- What medical care was received
- Who received the care
- The nature and purpose of any medical expenses
- The amount of the other medical expenses
You will need to keep the above documents for each medical expense you incur. You do not send these records with your return, but you should keep them with your tax records.
Find more information about medical expense deductions.
Learn how to deduct student loan interest with H&R Block. Get information about qualified education expenses and see if a student loan tax deduction applies to you.
Virtual tax preparations let you complete your taxes online from the comfort of your home. Find out how easy remote tax preparations can be at H&R Block.
What does it mean to be an enrolled agent? Learn more about the roles and requirements of enrolled agent (EA) tax preparers at H&R Block.
Tax preparers can have various designation and specialties. Learn how different types of tax preparers at H&R Block can help you in person or virtually.