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Attaching a statement to 1040 and NYS return
I have alot of medical deductions this year
I could I attach a statement to tax return to support my medical deductions
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Attaching a statement to 1040 and NYS return
The IRS does not want attached statements that are not required by the tax rules. The IRS instructions for Form 1040 say "Don't attach correspondence or other items unless required to do so." If the IRS has a question about your tax return or wants more information, they will send you a letter asking for it.
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Attaching a statement to 1040 and NYS return
No. Just keep them in case the IRS or state asks you for backup.
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Attaching a statement to 1040 and NYS return
You cannot attach statements to e-filed returns. If the IRS has any questions regarding your return they will request information by sending you a letter.
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Attaching a statement to 1040 and NYS return
And...some information about medical deductions:
MEDICAL EXPENSES
The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2022—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.
To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses
2022 STANDARD DEDUCTION AMOUNTS
SINGLE $12,950 (65 or older + $1750)
MARRIED FILING SEPARATELY $12,950 (65 or older + $1750)
MARRIED FILING JOINTLY $25,900 (65 or older + $1400 per spouse)
HEAD OF HOUSEHOLD $19,400 (65 or older +$1750)
Legally Blind + $1750
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Attaching a statement to 1040 and NYS return
The IRS does not want attached statements that are not required by the tax rules. The IRS instructions for Form 1040 say "Don't attach correspondence or other items unless required to do so." If the IRS has a question about your tax return or wants more information, they will send you a letter asking for it.
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