How do I enter my medical expenses?

by TurboTax• Updated 1 week ago

Before beginning, make sure you've entered all your income information into TurboTax. TurboTax will use these details to automatically calculate the minimum medical expenses you need to enter, as well as to determine your eligibility for claiming a deduction.

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

TurboTax Online

Select Find from the TurboTax menu.
Enter medical expenses in the Find window.
Select Medical Expenses Profile from the list of results.
Select Go. The Your Medical Profile step appears.
Select all checkboxes that apply, then select Continue.
The Medical Expenses step appears. TurboTax will display the minimum amount of eligible medical expenses required to generate a tax benefit.
- If the eligible medical expenses are less than the minimum amount displayed by TurboTax, there aren't enough expenses to generate a tax credit.
- To enter receipts individually, select Enter New Medical Expense.
- To enter a single entry of the total amount of medical receipts, fill out the form once by entering the total amount of the medical receipts.
Select Done.

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In Forms view

Select Forms from the toolbar.
In the Keyword to search for field, enter Medical and select Medical Expenses from the Forms list, then select OK.
Input eligible receipts, either individually or in a single amount, directly in the Medical Expenses form, and then complete either (or both) the:

Dependent Information worksheet
Medical Expense worksheet

In EasyStep view

Select Find from the TurboTax menu.
Enter medical in the Find window.
Select Medical expenses profile from the list of results, then Go.
Select all the checkboxes that apply on the Your medical profile step, then select Continue.
The Medical expenses step appears. TurboTax will display the minimum amount of eligible medical expenses required to generate a tax benefit.
If the eligible medical expenses are less than the minimum amount displayed by TurboTax, select Done, as there aren't enough expenses to generate a tax credit. Otherwise, select Enter Expenses on return, and the Tax return: Medical Expenses step appears.

When entering receipts individually

Fill out the form, then select Enter Expenses on return, repeating this step until all receipts are entered.
Select Done.

When entering a single entry of the total amount of medical receipts

Fill out the form once by entering the total amount of the medical receipts.
Select Done.
Make sure the date entered is in the same tax year as your return.
The Medical expense summary step appears. Review your information, and if more needs to be added, repeat the above steps. Once completed, select Done With Medical Expenses.