What documents are needed to itemize deductions on my tax return?
When itemizing your tax return you will need to provide accurate records. Documents needed to itemize deductions need to prove the following:
- You paid the expenses during the year that you’re itemizing.
- The expenses were deductible.
The type of deduction you claimed dictates the kind of documents you’re required to have. Ex: For the real property tax deduction, you should have a document from the taxing authority that says:
- You actually paid the balance.
- The tax was based on the value of the property.
What’s the difference between an enrolled agent (EA) vs. a certified public accountant (CPA)? Explore the roles of EAs and CPAs at H&R Block.
Do you have unreimbursed expenses to include on your tax return? Learn how to claim unreimbursed employee expenses with IRS Form 2106.
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