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How do I enter my medical expenses?

by TurboTax•39• Updated 2 months ago

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.

TurboTax Online

  1. Answer the initial Personal Info interview questions if you haven't already. This unlocks the Tax Home screen.
  2. From the Tax Home screen, under Add to your return, enter Medical and select Medical Expenses Profile.
  3. On the Your Medical Profile for 2024 screen, check the applicable boxes and select Continue.
  4. On the Medical Expenses screen, 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.
      • On the Medical Expenses Receipt screen, 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.
  5. On the Medical Expense Summary screen, select Done.
  6. At the Medical Expense Claim screen, select Yes and select Continue.

TurboTax Desktop

  1. Select Forms from the toolbar and select Form lookup.
  2. In the Keyword to search for field, enter Medical and select Medical Expenses from the Forms list, then select OK.
  3. On 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
  1. Select Find from the TurboTax menu.
  2. Enter medical in the Find window.
  3. Select Medical expenses profile from the list of results, then Go.
  4. On the Your medical profile for 2024 screen, select all the checkboxes that apply, then select Continue.
  5. On the Medical expenses screen, TurboTax displays the minimum amount of eligible medical expenses required to generate a tax benefit.
  6. 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.
  1. On the Medical Expenses screen, fill out the form, then select Enter Expenses on return, repeating this step until all receipts are entered.
  2. Select Done.
  3. On the Medical expense summary screen, review your information, and if more needs to be added, repeat the above steps. 
  4. Once completed, select Done With Medical Expenses.
  1. Fill out the form once by entering the total amount of the medical receipts.
  2. Select Done.
  3. On the Medical expense summary screen, review your information, and if more needs to be added, repeat the above steps.
  4. Once completed, select Done With Medical Expenses.