Question

What are the documents needed to deduct medical expenses?

Answer

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.

Related Topics

Related Resources

What Is the Joint Return Test?

Trying to determine if you can be claimed as a dependent? Learn more about the joint return and dependent taxpayer tests with the experts at H&R Block.

Schedule C Health Insurance Deductions

Learn more about schedule c health insurance deductions with help from the tax experts at H&R Block.

529 Tax Deductions & End-of-Year Savings Options

As end-of-year approaches, taxes owed can become a major headache. Plan ahead by considering 529 Tax Deductions and other end-of-year savings options.

Claiming Dependent Credit For A Disabled Spouse

Can you apply for a dependent care credit if you have a disabled spouse? Learn more from the tax experts at H&R Block.