Error in med expenses worksheet! It will not allow use of T4A reported plan costs for 12m. period spread over 2yrs - uses current yr T4A amount. CRA says its a wksht err.

I spoke at length with your rep to no avail - she recommended I talk to the CRA but gave me the wrong tel number. Incident # xxxxxxxxx.  I did call them and they said it was a TurboTax worksheet problem! 

I tried to use a reporting period of 12m spread over 2 yrs (6m in 2014 & 6m in 2015) to max my deduction - as allowed by the CRA.  However, your worksheet will not allow the option of using anything other than the T4A reported amount (box 135).  This is an error in logic in your worksheet.  Normally what is programmed will be sufficient - namely, you claim expenses in the current tax year and thus would use the amount in T4A box 135.  But if the 12m period goes back into the previous year, and the amount paid for the private health care policy changes over that period, the T4A amount for the current year is not the correct cost; it will usually be too high.  There is NO way to change it other than overriding the entry using F2 which means I cannot eFile.  Not what I paid for!

The worksheet needs an additional line or two of code to allow people to use the amount reported in the current year T4A slip or to use another amount for the 12m period based on the fraction of previous year T4A box 135 filing and the corresponding fraction of the current year amount. Both must be T4A filed amounts.  Very simple.

I cannot believe this has not been pointed out in the past.  After using this software and some predecessor versions for almost 20 yrs, it really causes me to  wonder what other lapses in logic are in the program.  Please look into this and fix it. 


Unfortunately, since the T4A amount is specifically for a calendar year, there is not much you can do but stick to a calendar year.  You can't choose a calendar year for part of the medical and split years for the rest of the medical.  Professional grade tax software has the same issue.

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