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

Filing for a Deceased Taxpayer

If you need help handling an estate, we're here to help. Learn how to file taxes for a deceased loved one with H&R Block.

What’s Your Filing Status?

Choosing the wrong filing status is a common mistake. Do you know what your tax filing status is? Read on to learn about filing statuses with H&R Block.

Don’t Overlook the 5 Most Common Tax Deductions

From retirement account contributions to self-employment expenses, learn more about the five most common tax deductions with the experts at H&R Block.

New Baby, New House or New Spouse? How Major Life Changes Affect Your Taxes

Getting married? Having a baby? Buying a house? Go through your life events checklist and see how each can affect your tax return with the experts at H&R Block.