It is most advantageous for the lower income to claim our combined medical expenses. Every time I open the 'optimizer' page, the program recomends claiming on my spouse's return (correct, she has the lower income). When I move on in the return it automatically changes it to my claim, resulting in a lower refund. Even when I go back and select the option of my spouse's return, it changes it to my return. The expenses are more than 3% of my spouse's income but less than 3% of mine. How do I get it to claim the medical expenses to my spouse's return not mine?
Medical expense must exceed the lower of $2268 or 3% of Net Income for the 2017 year for any Medical credit.
If you are doing Pension Splitting, or assigning other credits, and doing Joint Preparation of spousal retruns, then
software may assign Medical credit differently from your intent. The way to avoid this, as I do each year, is to do
separate ( ie not Joint) preparation of my return and my spouses return, which needs a little more confidence.
Note as always there is no such thing as a 'Spousal Return' with CRA. Each person is responsible for their own return, regardless of how it is genererated.
Or there could be a glitch...but I would be surprised.