What documents are considered adequate back-up for the medical expense deduction?
This question is specifically for how to document medical services. I understand that I don't need to send proof of payment for medical services with my tax return filing but that I need to have back-up if I'm ever audited.
1. The Explanation of Benefits issued by my health insurance showing the provider name, date of service, service type, and the amount I pay along with other amounts (billed, paid by insurance, deductible, etc.).
2. Statement from the provider showing the name of service provided, amount billed, amount paid by insurance, amount of PPO discount, and any payments made by me.
3. My credit card or bank statements showing provider name, date paid, and amount. (This provides proof of payment.)
