AJ
Level 6

Retirement tax questions

     Yes, the MO-1040 instructions tell us to submit supporting documentation with the Form 5695.   But my short answer is that I really don't know the technicalities regarding what documentation is acceptable for the health insurance deduction. From my e-filing experience, I've just trusted the software to tell me what I need to do. So if the tax preparation software accepts the data; and does not ask for any attachment; and if the e-filing is accepted by the state--then I don't worry about it.   I will watch to see if MO processing changes that process by telling us to attach or e-mail anything, but I'm unaware of that need right now.

     When TurboTax directs me to paper file, then I attach my insurance documentation (SSA-1099s and billing receipts) with the forms that I mail.