chiemi
New Member

Is it bugs in Medical Plan Expense deduction screen? How come the number I entered in Medical Plan expense decution shows up in my partner's account?

I entered medical plan expense in my tax return. However, that amount shows up in my parterner's tax return.  I tried to change but it does not allow.  How can I change it?

Credits and deductions

If you are doing joint preparation of returns with your partner,Turbotax will apply Medical expense to the partner who gets more tax credit for it.

Generally you should place Medical expense credit on the partner with lower Net Income, which Turbotax is doing . The reason for this is the 3% Net Income or minimum amount threshold which is applied to Medical expense non-refundable credit.

You can only determine credit distribution by avoiding the joint preparation process. Start new returns for you and your partner and in each case ensure you are doing individual preparation.

Be careful what you assign though, as you and your partner might pay more tax than you need.

CRA won't bother to change that!

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Credits and deductions

Yet another reason to move to another program. it is much more difficult to fill out two separate forms. Unacceptable that we cannot override this setting at all. It has never happened to us in previous years either.