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.

Related Topics

Related Resources

Common Tax Questions Roundup

Here are the top tax questions our professionals got this year – with answers for you! How can you use this? Read on to get answers from H&R Block.

Is Volunteer Work Tax Deductible? | H&R Block

Spending your time volunteering is a great way to give back. Learn more about the tax benefits for volunteer work when filing your taxes at H&R Block.

What Is a CPA or Certified Public Accountant?

What is a CPA, and how can one help you with preparing your taxes? Understand the role of a certified public accountant with the experts at H&R Block.

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.