He received two stimulus checks in 2021. The website says he is entitled to a third payment of $1400 because in 2021 he was a U.S. citizen, was not a dependent of another tax payer and he has a valid SSN. The $1400 ("recovery rebate credit") was put inOther Taxes and Credits on the electronic return. Is this correct?
He has health insurance through his place of work. He had medical issues during 2021 resulting in about $2000 in taxi charges to and from many medical appointments. He has a receipt for every taxi trip. He was not reimbursed for any of the taxi fares.These are valid medical deductions, right, if he is able to itemize?
Should I now review all his medical Explanation of Benefit documents and medical bills and tally up all his nonreimbursable charges, e.g., medical deductibles, coinsurance (he reached, then exceeded, both ceilings) and put this total along with thetaxi fares total on the medical expenses line on his return? Just the total of all of it? Do I need to attach an explanation or copies of EOBs or bills to prove this? I don't think there is a way to attach anything through eztaxreturn.com. Should I just
in Other Taxes and Credits on the electronic return. Is this correct?He received two stimulus checks in 2021. The website says he is entitled to a third payment of $1400 because in 2021 he was a U.S. citizen, was not a dependent of another tax payer and he has a valid SSN. The $1400 ("recovery rebate credit") was put
This goes on line 30 of page 2 of form 1040.These are valid medical deductions, right, if he is able to itemize?
He has health insurance through his place of work. He had medical issues during 2021 resulting in about $2000 in taxi charges to and from many medical appointments. He has a receipt for every taxi trip. He was not reimbursed for any of the taxi fares.
Yestaxi fares total on the medical expenses line on his return? Just the total of all of it? Do I need to attach an explanation or copies of EOBs or bills to prove this? I don't think there is a way to attach anything through eztaxreturn.com. Should I just
Should I now review all his medical Explanation of Benefit documents and medical bills and tally up all his nonreimbursable charges, e.g., medical deductibles, coinsurance (he reached, then exceeded, both ceilings) and put this total along with the
Yes, but: For medical deductions to produce any tax benefit at all, he has to be better off with itemized deductions than with the standard deduction (is he?), and only the excess of the total amount of the qualified medical expenses over 7.5% of hisAGI counts in.
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