Question:
WHAT PROOF DO I NEED FOR H&R BLOCK??

I HAD SURGERY IN MEXICO AND DO NOT HAVE ANY PAPERS I GAVE MY SURGEON A CASHIERS CHECK. MY QUESTION IS WHAT KIND OF PROOF DO I NEED TO CLAIM IT ON MY TAXES? THANKS TO ALL    — Angie H. (posted on February 1, 2004)

January 31, 2004
I am an accountant. The burden is on you to prove this to the IRS in case of an audit. The surgeon didn't give you a bill or invoice listing the procedure? Do you have a copy of the cashier's check? You need some type of documentantion of the medical procedure.
   — ckreh

January 31, 2004
I just had to give my accountant a copy of all payments I made to my doctor.
   — barbara A.

February 1, 2004
Your Medical Expenses also have to EXCEED 7.55 of your AGI
   — heathercross

February 1, 2004
if you still don't have your doctor's bill call and ask them for it.
   — franbvan

February 1, 2004
I did not get anything from my surgeon he wrote instruction when to get my staples removed and that is all. I can get a copy of my cashiers check. I do have my plane tickets asnd hotel expenses. thanks for all your help!!!
   — Angie H.

February 1, 2004
According to the IRS website (www.irs.gov), the medical expenses must exceed 7.5% of your adjusted gross income. But it's not quite as good as it sounds. Say you have a combined household income of $65,000. In order to claim medical expenses, you'd have to have paid over $4,875 out of pocket. And if you did, you only get to take anything that you paid out over and above the $4,875 as a deduction....however, if this is the case, then you can also claim ALL medical expenses for your whole household during the year....office visits, dental visits and dental work, vision exams, glasses, prescriptions and prescription co-pays, etc. The IRS site even says that laser eye surgery is deductible! I'm able to deduct my medical expenses for last year because of my reconstructive surgery....I wish I'd know that since I was over my allotted 7.5% of my AGI that anything else could have been deducted in it's entirety....then me and my hubby would have both definitely had the laser eye surgery! Good luck to you!
   — Lynette B.

February 1, 2004
have your doctor fax you a letter saying you had wls and how much it cost and when.
   — franbvan

February 2, 2004
hi the only thing you need for the tax people is the amount and if anything would ever happen if you get audit than you need the info so if you are getting ready to go if you have the figuers you will be ok for now good luck
   — ROSEMARY A.