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Intuit

How do I enter my medical expenses?

 

 

 

Before you begin, you'll need to make sure you have entered all your income information into your version of TurboTax. TurboTax will then use this information to automatically calculate the minimum medical expenses you need to enter, as well as to determine your eligibility to claim 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 the image of the magnifying glass (or Find) in the upper-right corner of TurboTax.
  2. Enter “medical expenses” in the Find window.
  3. Select Medical Expenses Profile from the list of results.
  4. Selects Go. The “Your Medical Profile” step appears.
  5. Select all the check boxes that apply, then select Continue.

 

 

 

The Medical Expenses step appears. TurboTax will display the minimum amount of eligible medical expenses required to generate a tax benefit.

 

 

Note: If the eligible medical expenses are less than the minimum amount displayed by TurboTax, the user selects Done, as there are not enough expenses to generate a tax credit. Otherwise, select Enter New Medical Expense and the Medical Expenses Receipt step appears.

 

 

 

For entering receipts individually:

  1. Fill out the form, then selects Enter New Medical Expense, repeating this step until all receipts are entered.
  2. Select Done.

 

 

 

For entering a single entry of the total amount of medical receipts:

  1. Fill out the form once by entering the total amount of the medical receipts.
  2. Select Done.
  3. Make sure the date entered is in the same tax year as your return.

 

 

 

The Medical Expense Summary step appears. Review your information, and if more needs to be added, repeat steps above. Once completed, select Done With Medical Expenses.

In Forms view

:  

 

 

Input eligible receipts, either individually or in a single amount, directly in the medical expense form, and then complete either (or both) of:

  • Dependent Information worksheet
  • Medical Expense worksheet

 

 

 

In Easy-step view:

  1. Select the image of the magnifying glass (or Find) in the upper-right corner of TurboTax.
  2. Enter “medical” in the Find window.
  3. Select Medical expenses profile from the list of results.
  4. Select Go.
  5. Select all the checkboxes that apply (on the Your Medical Profile step).
  6. Select Continue.

 

 

 

The Medical Expenses step appears. TurboTax will display the minimum amount of eligible medical expenses required to generate a tax benefit.

 

 

Note: If the eligible medical expenses are less than the minimum amount displayed by TurboTax, the user selects Done, as there are not enough expenses to generate a tax credit. Otherwise, select Enter New Medical Expense and the Medical Expenses Receipt step appears.

 

 

 

For entering receipts individually:

  1. Fill out the form, then selects Enter New Medical Expense, repeating this step until all receipts are entered.
  2. Select Done.

 

 

 

For entering a single entry of the total amount of medical receipts:

  1. Fill out the form once by entering the total amount of the medical receipts.
  2. Select Done.
  3. Make sure the date entered is in the same tax year as your return.

 

 

 

The Medical Expense Summary step appears. Review your information, and if more needs to be added, repeat steps above. Once completed, select Done With Medical Expenses.

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