Infertility - treatment for in vitro fertilization

To claim this partially refundable credit in Quebec, for infertility treatment, you must meet the following conditions:

* You must be a resident of Quebec on December 31 of the tax year.
* Eligible costs must be related to the treatment of in vitro fertilization, for a woman of childbearing age and must not be covered by a health insurance plan.
* Eligible expenses were paid during the tax year.

As such expenses are subject to an annual ceiling of $ 20,000, the maximum credit that may be claimed is $ 10,000 per year.

It should be noted that the reimbursement rate is based on family income.

For more information on this topic, please visit the following links:

https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/451-to-480-refund-or-balance-due/line-462/point-11/

 

NOTE: Since November 11, 2015, significant changes were made by the government.

Neither you nor your spouse can have a child before the start of the in vitro fertilization treatment.

For other conditions see page 2 of the TP-1029.8.66.2 form at the following link:

https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-1029-8-66-2-v/

 

To claim this refundable tax credit, please follow these steps:

1. On the left-side menu of the Interview tab, select the "Interview setup".
2. On the right-hand side of the screen, go to the "Parents and children" group, check the box "Adoption expenses and treatments of infertility" and click "Next" at the bottom of the page.
3. Return to the left-side menu on the " Interview tab and select "Adoption expenses and treatment of infertility".
4.  On the page generated on the right, click on the plus "+" icon to the right of the line "Quebec line 462 - TP-1029.8.66.2 - Tax credit with respect to the treatment of infertility" option.
5.  On the page that appears, enter the relevant information.
6. If you want to share the credit with your spouse, then online "Portion of the tax credit claimed by your spouse", enter the portion of the credit allocated of the costs incurred.

Note that some of these costs can also be claimed on your federal return as a medical expense. To do so, please follow the steps below:

1. Return to the left-side menu on the Interview tab and select "Medical, disability, caregiver".
2. On the right, choose the "Medical expenses" option.
3. In the page entitled "Medical Expenses", enter a description of the treatment and the date (DD/MM/YYYY), and in the field preceded by the sign "$", enter the amount of expenses incurred.
4. Click on the "Maple Leaf" icon located to the right of the box where you entered the amount, and a new field will be generated for the provincial level, in which you must enter $0.00.
5. If you want to add other medical expenses, click "+" located to the right of the screen.

The program will generate the form TP-1029.8.66.2, carry over the amount of refundable credit on line 462 and code 11 will be included on line 461 of the Quebec return. However, if multiple credits apply to line 462, Code 99 will appear.

To determine which credits are included, see the "Worksheet (Quebec)" option as well as the worksheet corresponding with the line "462 Other credits", which will be displayed in your Quebec tax return.

In addition, the program will report on line 33000 of federal tax return the non-refundable tax credit for medical expenses claimed.

ID: 20210825170712CA.xml

Webpage: KPA365-20210825170712CA.htm

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