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New Member
posted Jun 13, 2021 4:57:02 PM

Where do I put in my private health benefit plan ?

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1 Replies
Level 6
Jun 21, 2021 6:33:07 PM

Thank you for choosing TurboTax.

To claim the payments of your health plan premium, include them with your other eligible medical expenses and claim the credit on line 33099 of your return.

 

If you are paying premiums under a plan managed by your employer, you will find the exact amount paid on your T4 Statement of Remuneration slip in Box 85 of the “other information” section. If you do not have the information on a T4 slip, keep your receipts to be able to prove the amounts you paid in the event of a CRA audit.

 

If you have retired or left a job where your employer still pays for your health plan premiums, you will receive a T4A Statement of Pension, Retirement, Annuity, and Other Income slip with the amount shown in Box 135.

 

For more information please check: 

TurboTax FAQ: Reporting Private Health Insurance Plan Payments on Your Tax Returns

CRA Link: Private health services plan premiums

 

Instructions on how to enter medical expense on TurboTax Online:

 

  1. Select Find (or the magnifying glass icon) from the TurboTax menu.
  2. Enter medical expenses in the Find window.
  3. Select Medical Expenses Profile from the list of results.
  4. Select Go. The Your Medical Profile step appears.
  5. Select all checkboxes that apply, then select Continue.
  6. The Medical Expenses step appears. TurboTax will display the minimum amount of eligible medical expenses required to generate a tax benefit.

 

Note: If the eligible medical expenses are less than the minimum amount displayed by TurboTax, the user selects Done, as there aren't enough expenses to generate a tax credit. Otherwise, select Enter New Medical Expense, and the Medical Expenses Receipt step appears

 

For more information please check: How to enter medical expenses? 

 

If you need any further clarifications, we would be glad to assist you by having you contact us by phone or via Facebook or  Twitter