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

Enter your medical expenses in the DEDUCTIONS > Medical Expenses Profile step of TurboTax.

 

Before you begin:

Enter all your income and RRSP information. TurboTax uses this information to calculate the minimum medical expenses you need to enter.

Choose a method for entering your expenses and do any necessary calculations. CRA allows you to enter your medical expenses in one of two ways:

  • Simplified method: Enter your amounts as one total. You can do this in one of two ways:
    • As a total for the year: Tally up all your eligible medical expenses for your 12-month claim period, and enter the amount as one expense.
    • By category: Sort your medical expenses into categories (such as medications; travel; devices; etc.). Add the eligible amounts in each category and enter each category’s amount as one expense.
  • Detailed method: Enter each receipt individually, as a separate expense.

Note: Keep all your receipts for at least 6 years in case CRA asks to see them, regardless of the method you choose.

 

Enter your information:

Using the online edition of TurboTax:

1. Select Find at the top-right of your screen and type “medical” into the search field.

2. Select Medical Expenses Profile from the options that appear, and then select Go.

3. On the Your Medical Profile step, select all the boxes that apply, and then select Continue.

TurboTax displays the minimum amount of medical expenses you need to enter in order to claim the credit.

4. If your expenses total more than the minimum displayed by TurboTax, select Enter New Medical Expense.

5. On the Medical Expenses Receipt step, enter your expenses using the method of your choice.

  • Depending on how you’re entering your expenses, at Amount:
    • As a total for the year: enter the total eligible amount you calculated.
    • By category/type of expenses: enter the eligible amount you calculated for the type of expense.
    • Each receipt individually: enter the amount shown on your receipt.

6. As you enter your information on the Medical Expenses Receipt step, select Enter New Medical Expense to enter additional expenses. Select Done once you’ve entered all your information.

7. On the Medical Expense Summary step, review your entries. Select Done With Medical Expenses if all the entries are correct.

8. On the Medical Expense Claim step, follow the on-screen instructions to claim or carryforward your expenses and set your claim period.

9. Select Continue.

Using the CD/Download edition of TurboTax:

1. From the navigation menu on the left of your screen, select DEDUCTIONS & CREDITS > Medical Expenses Profile.

2. On the Your medical profile step, select all the checkboxes that apply, and then select Continue.

TurboTax displays the minimum amount of medical expenses you must enter in order to claim the credit.

3. On the first Medical Expenses step, if your expenses total more than the minimum displayed by TurboTax, select Enter Expenses.

4. On the second Medical Expenses step, enter your expenses using the method of your choice.

  • Depending on how you’re entering your expenses:
    • As a total for the year: At Date, enter the date of your most recent receipt. At Amount, enter the total eligible amount you calculated.
    • By category/type of expenses: At Date, enter the date of your most recent receipt for that type of expense. At Amount, enter the eligible amount you calculated for that type of expense.
    • Each receipt individually: Enter the information from your receipt.

5. As you enter your information on the Medical Expenses step, select Enter Expenses to enter additional expenses. Select Done once you’ve entered all your information.

6. On the Medical expenses summary step, review your entries. Select Done With Medical Expenses if all the entries are correct.

7. On the Medical expense claim step, set your claim period and select Continue.

8. If you made payments to a private medical plan, had medical expenses for dependants, had expenses related to van adaptation, disability supports or moving costs that you haven’t entered yet, follow the instructions on the subsequent screens to enter those expenses.

 

 

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