Credits and deductions

No, the medical expense worksheet does not follow your return to the Canada Revenue Agency (CRA).

There is a way to enter your medical benefits in a  single entry of the total amount of medical receipts. Before beginning, make sure you've entered all your income information into TurboTax. TurboTax will use these details to automatically calculate the minimum medical expenses you need to enter, as well as to determine your eligibility for claiming a deduction.

Note: You may want to keep all your receipts for at least six years in case the CRA asks to see them.

 

  1. Select Find from the top right corner
  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
  7. If the eligible medical expenses are less than the minimum amount displayed by TurboTax, select 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
  8. Fill out the form once by entering the total amount of the medical receipts. then select Continue
  9. Select Done
  10. Make sure the date entered is in the same tax year as your return

Thank you for choosing TurboTax.