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How do I enter my medical expenses?

by TurboTax•57• Updated 2 weeks 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.

  1. Answer the initial Personal Info interview questions if you haven't already. This unlocks 2024 tax return.
  2. From 2024 tax return, under Add to your return, enter Medical and select Medical Expenses Profile.
  3. At Your Medical Profile for 2024, check the applicable boxes and select Continue.
  4. 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.
  5. At Medical Expense Summary, select Done.
  6. At Medical Expense Claim, 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. 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
  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. At Your medical profile for 2024, select all the checkboxes that apply, then select Continue.
  5. At Medical expenses, 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. At Medical Expenses, fill out the form, then select Enter Expenses on return, repeating this step until all receipts are entered.
  2. Select Done.
  3. At 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. At Medical expense summary, review your information, and if more needs to be added, repeat the above steps.
  4. Once completed, select Done With Medical Expenses.