claiming medical expenses in year of death for a 24 month period increases tax owing if I change the period from 12 months to 24.

When I entered the total medical expenses to claim for the 24 month period (allowed when filing a return for a deceased person), originally I put the claim period as Jan - Dec 2014 but when I change it to the 24 month period March2012 to Feb2014 the amount of tax owing doubles, and the amount of medical expenses claimed gets reduced.

Answer

You may have received a pro-rated disability or attendance care tax credit that was corrected when you updated the claim period. So for example, you may have received tax credits for the entire 2014 year, which was reduced to reflect that the death occurred earlier in the year.

If you claimed any medical expenses in 2013, you may want to file an adjustment to remove it from 2013 and add it to your 2014 return to get a larger refund. You'll have to see which is more advantageous.

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