- Entering medical expenses
Where do I enter my medical expenses?
- At the top of the screen, select the Personal Tax Profile tab.
- On the second Personal Profile screen, answer Yes to the question "Did you have medical expenses for yourself, your spouse or your dependants?" and click Continue.
You'll enter medical expenses on a series of screens in the Health and Well Being section of the Interview (under the Deductions tab). Enter medical expenses for yourself, your spouse or common-law partner, and your dependant children under 18.
For more information, search the in-product Help for "Schedule 1: Line 330 - Medical expenses for self, spouse or common-law partner, and your dependent children".
- Ensure you are in Forms view. If you are not, click Go to Forms.
- From the View menu, select Tax Info Slips (T-Slips). The T-Slip entry window opens.
- On the left side of the T-Slip entry window, click the Receipts button.
- From the Receipts list, click Medical.
- Enter your medical receipts in the areas provided, then click Save & Close. The medical expense amount is transferred to Line 330 of your T1 General form.
Note: If you don't want to transfer medical expenses to your spouse or common-law partner, make sure you select your name at the top of the Medical Expense entry window.
- You do not have to enter all your medical receipts individually. You can add them all together and enter the total. Or you can group them by month or type (e.g., all prescriptions, dental work not covered by insurance, etc.). Enter them individually only if you want a personal record of each expense.
- You can chose any 12-month period for your medical expense claim as long as it ends in the tax year.
- Select your 12-month period carefully. If you have a large amount of expenses in the latter part of the year, it might be better to save them and claim them with medical expenses you have in the early part of next year.
For example, if most of your medical expenses occurred after May 15, 2010, you can save them for your 2011 tax return. At that time you can use a 12-month period of May 15, 2010 to May 14, 2011, and claim all expenses that fall within that period. - You can use a different 12-month period each year. However, you cannot claim the same expenses more than once.
- You cannot carry medical expenses forward more than one year, because they would then fall outside of a 12-month period that ends in the tax year.
For example, the oldest medical expense that you can claim on your 2010 return is an expense from January 2, 2009, using a claim period of January 2, 2009, to January 1, 2010.
