TurboTax FAQ
TurboTax FAQ
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How do I enter my medical expenses?

Before you begin

  1. Enter your income information in TurboTax.
  2. Follow these instructions (click here: link) to enter your RRSP information in TurboTax.

TurboTax uses this information to calculate the minimum medical expenses you need to enter in order to be eligible for a deduction.

Note: You may want to keep all your receipts for at least six years in case the CRA asks to see them.

 

 

Instructions for the TurboTax online edition

1. Select the image of the magnifying glass (or Find) in the upper-right area of TurboTax.

2. Enter “medical expenses” in the Find window.

3. Select Medical Expenses Profile from the list of results, and then select Go.

The Your Medical Profile step appears.

4. Select all the checkboxes that apply, and then select Continue.

The Medical Expenses step appears. TurboTax displays the minimum amount of eligible medical expenses you must have in order to receive a tax benefit.

5. Follow the instructions below, depending on your situation.

  • If your eligible medical expenses are more than the minimum amount displayed by TurboTax, select Enter New Medical Expense.
  • If your eligible medical expenses are less than the minimum amount displayed by TurboTax, select Done. This means you’re not eligible to claim medical expenses.

The Medical Expenses Receipt step appears.

6. Enter your medical travel expenses using the method of your choice.

  • Instructions for entering receipts individually: Fill out the form, then select Enter New Medical Expense. Repeat this step until you finish entering your receipts, then select Done.
  • Instructions for entering the total amount of medical receipts: Fill out the form once by entering the total amount of your medical receipts, then select Done. (The date you enter should be in the same tax year as your return.)

The Medical Expense Summary step appears.

7. Review the summary and follow the instructions below, depending on your situation.

  • If the summary information is correct, select Done With Medical Expenses.
  • If you have more medical expenses to claim, select Enter New Medical Expense and follow the on-screen instructions until you return to this step, then select Done With Medical Expenses.
  • If there's an error, select Edit next to that expense and follow the on-screen instructions until you return to this step, then select Done With Medical Expenses.

The Medical Expense Claim step appears.

8. Review the claim period suggested by TurboTax.

9. If you want to change the claim period, enter new dates in the date fields.

10. Select Continue.

 

 

Instructions for the TurboTax CD/download edition

1. Select the image of the magnifying glass (or Find) in the upper-right area of TurboTax.

2. Enter “medical” in the Find window.

3. Select Medical expenses profile from the list of results, and then select Go.

The Your medical profile step appears.

4. Select all the checkboxes that apply, and then select Continue.

The Medical expenses step appears. TurboTax displays the minimum amount of eligible medical expenses you must have in order to receive a tax benefit.

5. Follow the instructions below, depending on your situation.

  • If your eligible medical expenses are more than the minimum amount displayed by TurboTax, select Enter Expenses on [Name’s] return.
  • If your eligible medical expenses are less than the minimum amount displayed by TurboTax, select Done. This means you’re not eligible to claim medical expenses.

The Medical Expenses step refreshes.

6. Enter your medical travel expenses using the method of your choice.

  • Instructions for entering receipts individually: Fill out the form, then select Enter Expenses on [Name’s] return. Repeat this step until you finish entering your receipts, then select Done.
  • Instructions for entering the total amount of medical receipts: Fill out the form once by entering the total amount of your medical receipts, then select Done. (The date you enter should be in the same tax year as your return.)

The Medical expense summary step appears.

7. Review the summary and follow the instructions below, depending on your situation.

  • If the summary information is correct, select Done With Medical Expenses.
  • If you have more medical expenses to claim, select Enter New Expense for [Name] and follow the on-screen instructions until you return to this step, then select Done With Medical Expenses.
  • If there's an error, select Edit next to that expense and follow the on-screen instructions until you return to this step, then select Done With Medical Expenses.

The Medical expense claim step appears.

8. Review the claim period suggested by TurboTax.

9. If you want to change the claim period, enter new dates in the date fields.

10. Select Continue.

 

 

 

 

 

 

 

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