This form is a sample letter in Word format covering the subject matter of the title of the form.
Tax Letter For Donations For Medical Expenses In Washington
Category:
State:
Multi-State
Control #:
US-0018LR
Format:
Word;
Rich Text
Instant download
Description
Form popularity
FAQ
There are several details that the IRS requires you to include: The name of your donor. The full legal name of your organization. A declaration of your organization's tax-exempt status. Your organization's employer identification number. The date the gift was received. A description of the gift and the amount received.
written letter should include: A salutation. Your mission. Details about the treatment, illness, or condition. Your request. A call to action. Your contact info.
However, you should be able to provide a bank record (bank statement, credit card statement, canceled check or a payroll deduction record) to claim the tax deduction. Written records, like check registers or personal notations, from the donor aren't enough proof. The records should show the: Organization's name.
You should also keep a statement or itemized invoice showing: What medical care was received. Who received the care. The nature and purpose of any medical expenses. The amount of the other medical expenses.
Proof can be provided in the form of an official receipt or invoice from the receiving qualified charitable organization, but it can also be provided via credit card statements or other financial records detailing the donation.
Technically, if you do not have these records, the IRS can disallow your deduction. Practically, IRS auditors may allow some reconstruction of these expenses if it seems reasonable.
You can deduct on Schedule A (Form 1040) only the part of your medical and dental expenses that is more than 7.5% of your adjusted gross income (AGI). This publication also explains how to treat impairment-related work expenses and health insurance premiums if you are self-employed.
Proof can be provided in the form of an official receipt or invoice from the receiving qualified charitable organization, but it can also be provided via credit card statements or other financial records detailing the donation.
