How do I enter my medical expenses?
Before beginning, make sure you've entered all your income information into TurboTax. TurboTax will use these details to automatically calculate your claim.
Note: You may want to keep all your receipts for at least six years in case the CRA asks to see them.
- Answer the initial Personal Info interview questions if you haven't already. This unlocks 2024 tax return.
- From 2024 tax return, under Add to your return, enter Medical and select Medical Expenses Profile.
- At Your Medical Profile for 2024, check the applicable boxes and select Continue.
- At Medical Expenses, TurboTax displays the minimum amount of eligible medical expenses required to generate a tax benefit for you.
- If the total of your eligible medical expenses is less than the minimum amount displayed by TurboTax, there aren't enough expenses to generate a tax credit. Select Done and disregard the following steps.
- If the total of your eligible medical expenses is more than the minimum amount displayed by TurboTax, there are enough expenses to generate a tax credit. Select Enter New Medical Expense.
- To enter receipts individually:
- Select +Add Medical Receipt.
- At Medical Expenses Receipt, enter the receipt info.
- For each additional receipt, select Enter New Medical Expense and repeat the previous step.
- When all receipts are entered, select Done.
- Alternatively, to make a single entry for the medical expenses, enter the total amount of the medical receipts in the box under your name and select Continue.
- At Medical Expense Summary, select Done.
- At Medical Expense Claim, select Yes and select Continue.
TurboTax Desktop
- Select Forms from the toolbar and select Form lookup.
- In the Keyword to search for field, enter Medical and select Medical Expenses from the Forms list, then select OK.
- At the Medical expenses pop-up, enter your eligible receipts, either individually or in a single amount, directly in the Medical Expenses form, and then complete either (or both) the:
- Dependent Information worksheet
- Medical Expense worksheet
- Select Find from the TurboTax menu.
- Enter medical in the Find window.
- Select Medical expenses profile from the list of results, then Go.
- At Your medical profile for 2024, select all the checkboxes that apply, then select Continue.
- At Medical expenses, TurboTax displays the minimum amount of eligible medical expenses required to generate a tax benefit.
- If your eligible medical expenses are less than the minimum amount displayed by TurboTax, select Done, and disregard the following steps, as there aren't enough expenses to generate a tax credit. Otherwise, select Enter Expenses on return.
- At Medical Expenses, fill out the form, then select Enter Expenses on return, repeating this step until all receipts are entered.
- Select Done.
- At Medical expense summary screen, review your information, and if more needs to be added, repeat the above steps.
- Once completed, select Done With Medical Expenses.
- Fill out the form once by entering the total amount of the medical receipts.
- Select Done.
- At Medical expense summary, review your information, and if more needs to be added, repeat the above steps.
- Once completed, select Done With Medical Expenses.