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Level 1
posted Feb 20, 2020 3:02:08 PM

Re: Issue with Medical Expenses Profile

Medical expenses not working properly. Entered expenses of $1100 from December 11, 2019 on the Medical Receipts page. When I hit Save and Close, the Medical Expenses Worksheet does NOT show the $1100 amount.

Have been able to enter $2300 of Medical Premiums using the Easy Step method, but even there is does NOT add in the other $1100 of expenses. 

Seems that something is not working properly.

 

0 1 352
1 Replies
Level 5
Feb 27, 2020 12:37:05 PM

In both TurboTax Online and Desktop there are two components in claiming the medical expense deduction. First is entering the details of the medical expense, where in the desktop edition you will enter the date the expense was paid, and then specifying the claim period.  The income Tax Act specifies that an individual can claim a limited non-refundable income tax credit for medical expenses paid within twelve consecutive months, like Jan 1, 2019 to Dec 31, 2019 or Jul 1, 2018 to Jun 30, 2019 for example. The months have to be consecutive, not overlapping a previously claimed period, and the expense must have been paid within that claim period.

 

For TurboTax Desktop it is possible to list medical expenses with a specific date, and then specify a claim period where that medical expense falls outside that date.  Please review your medical expense entries and the claim period claimed.