Medical Expenses - Allowable amount for other dependentsTo claim the allowable amount, you or your spouse must have paid the medical expenses of your dependants, including the children aged 18 and over and the persons who you were supporting.
For more information on this topic, please visit the following links:For the CRA:
For Revenu Québec:
By default, the program will optimize the claim medical expenses for your family.
However, if your dependant has paid his medical expenses, he must claim them in his tax return.To override (or review) the optimization, please follow the steps below:
1. In the dependant's file, on the "Left-side menu on the Interview tab", select the "Medical and disability".
2. On the right-hand side of the screen, click on the plus "+" icon to the right of the line "Force transfer of dependent's medical expenses to a parent";
3. In the page that appears, "Transfer of medical expenses to parent", in the first section regarding the federal government, select from the drop-down menu the option you want, in principle, the dependant should choose "Claimed by dependant".
The program will carry over the amount to line 33099 of the federal tax return of your dependent.
For residents of Quebec, the procedure mentioned above applies to the federal return.
For the second section of the page regarding residents of Quebec, from the drop-down menu on your right, choose the option "Claimed by dependant''.
The program will carry over the amount on line 381 of the Quebec return, as per the information entered in Part C of Schedule B of Quebec.
However, if you paid the medical expenses of a dependant, make sure you have received in your name the receipt and the page entitled "Transfer of medical expenses to parent" select from the drop-down menu the option "Let MaxBack decide" option.
The program will carry over the amount to line 33199 of the federal tax return and for Quebec residents to line 381 of your Quebec tax return.
ID: 20201123102447NA.xml
Webpage: KPA370-20201123102447NA.htm