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New Member
posted Oct 29, 2019 11:28:52 PM

Can I lump medical expenses such as optometrist, dentist, psychotherapist all together under perscriptions and date it 31 dec 2015?

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1 Best answer
New Member
Oct 29, 2019 11:28:54 PM

Yes, it's fine to lump the medical expenses together. 

TurboTax allows itemized entry amounts for your own records if wanted.

2 Replies
New Member
Oct 29, 2019 11:28:54 PM

Yes, it's fine to lump the medical expenses together. 

TurboTax allows itemized entry amounts for your own records if wanted.

New Member
Oct 29, 2019 11:28:56 PM

According to the CRA website:

How do you claim eligible medical expenses on your tax return?Which lines do you complete on your return?

You can claim eligible medical expenses on line 330 or line 331 of Schedule 1, Federal Tax, of your income tax and benefit return.

Line 330 – Medical expenses for self, spouse or common-law partner, and your dependant children born in 1998 or later

Use line 330 to claim eligible medical expenses that you or your spouse or common-law partner paid for:

      • yourself
      • your spouse or common-law partner
      • your, or your spouse's or common-law partner's children born in 1998 or later

Line 331 – Allowable amount of medical expenses for other dependants

Use line 331 to claim eligible medical expenses that you or your spouse or common-law partner paid for the following persons who depended on you for support:

      • your or your spouse's or common-law partner's child who was born in 1997 or earlier, or grandchild
      • your or your spouse's or common-law partner's parents, grand-parents, brothers, sisters, aunts, uncles, nieces, or nephews who were residents of Canada at any time in the year

Which amount do you enter on your return?

Follow these steps to find out how to calculate the amount to enter on lines 330 and 331 of your income tax and benefit return.

Step 1

On line 330 of Schedule 1, Federal Tax, enter the total amount that you, or your spouse or common-law partner paid in 2015 for eligible medical expenses.

Step 2

On the line below line 330, enter whichever is less:

    • 3% of your net income (line 236)
      or
    • $2,208

Step 3

Subtract the amount of step 2 from the amount on line 330, and enter the result on the following line of Schedule 1.

Step 4

Claim the corresponding provincial or territorial non-refundable tax credit on line 5868 of your provincial or territorialForm 428.

Tax tip

Compare the amount you can claim with the amount your spouse or common-law partner would be able to claim. It may be better for the spouse or common-law partner with the lower net income (line 236) to claim the eligible medical expenses.

So yes, you can enter everything as a lump sum.

Hope that helps!