TurboTax FAQ
TurboTax FAQ
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How do I enter travel expenses for medical treatment?

Enter travel expenses for medical treatment in the DEDUCTIONS > Medical Expenses Profile step of TurboTax, where you enter all your medical expenses.

 

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 make any necessary calculations. CRA allows you to calculate your travel expenses for medical treatment in one of two ways:

  • Simplified method: Enter your amounts as one total. You can do this in one of three ways:
    • Tally up all your eligible medical expenses for your 12-month claim period, including medical travel, and enter the amount as a combined total.
    • Tally up all your eligible medical travel expenses for your 12-month claim period and enter the amount as a total, separate from the rest of your medical expenses.
    • Tally up all your eligible expenses per trip and enter each trip as an individual expense.
    • You can use the Simplified method to enter costs for public transportation, mileage, and meals. (CRA does not allow the Simplified method for vehicle expenses, accommodation, and parking).
  • Detailed method: Enter each receipt individually.
    • You can use this method to enter costs for public transportation, mileage, vehicle expenses, meals, accommodation, and parking.

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 travel expenses for medical purposes:

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 Expenses Profile step, select all the checkboxes that apply, and then select Continue.

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

4. If your eligible medical expenses are more than the minimum amount displayed by TurboTax, select Enter New Medical Expense.

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

  • Depending on how you’re entering your expenses, at Amount:
    • As one total with the rest of your medical expenses: Enter the total amount you calculated.
    • As a total separate from the rest of your medical expenses: Enter the total amount of your eligible medical travel expenses.
    • By trip: Enter the total eligible amount for that trip.
    • By receipt: Enter information from 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 Expenses Summary step, review your entries. Select Done With Medical Expenses if the entries are correct.

8. On the Medical Expense Claim step, review the claim period suggested by TurboTax and make changes if you wish.

9. Select Continue when you’re satisfied with the claim period.  

Using the CD/Download edition of TurboTax:

1. From the navigation menu on the left side 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 eligible medical expenses you must have in order to receive a tax benefit.

3. On the first Medical expenses step, if your eligible medical expenses are more than the minimum amount 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 travel expenses:
    • As one total with the rest of your medical expenses: at Date, enter the date of your most recent medical receipt. At Amount, enter the total amount you calculated.
    • As a total separate from the rest of your medical expenses: at Date, enter the date of your most recent medical travel receipt. At Amount, enter the total amount of your eligible medical travel expenses.
    • By trip: At Date, enter the date of that trip. At Amount, enter the total eligible amount for that trip.
    • By receipt: Enter 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 expense 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.

 

 

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