UPDATE: My T1-ADJ filings were indeed successful. Applying my Mother’s final two years of medical expenses against the crystalized assets that were reported to the final T1 resulted in a substantial refund to the estate. In hindsight I probably would have been blind to the 24-month medical expense rule had I not taken charge of the tax filings after witnessing a disturbing degree of incompetence from the tax preparer.
Crucial to the eventual filing of the T1-ADJ papers was my reading and understanding of the implications of this readily available and exceptionally fair tax credit that takes into consideration the exceptional costs that are often a part of end-of life care.
The takeaway from my experience? Though there is no denying the stress that comes with the death of loved on, the available 10-year window to submit T1-ADJ filings offers a solution that should be pursued, even well after the fact.
