Sharing of medical expenses

By default, the program will optimize the claim for medical expenses for your family. If you want to override the choices made by the program, please follow the steps below for residents in any province or territory, except Quebec:

1. On the "Left side menu of the Interview tab", select the item "Medical, disability, caregiver" and on the screen to the right, choose the line "Sharing of medical expenses''.

2. On the page that opens, select the option that corresponds to your situation in the first drop-down menu.

3. If you selected ''Claim specified amount'', enter the amount in the field preceded by the "$" sign.

The program will report the amount to line 33200 of federal Step 5.

For residents of Québec, the procedure mentioned above applies to the federal return.

For the Quebec return, the program will claim the medical expenses in the file of the person with the highest income.

On the line "To modify the program's decision for Quebec medical expenses, indicate your preference here", choose "Claiming medical expenses for all family members" from the drop-down menu on your right.

Important note: this choice must be made in the file of the person claiming medical expenses.

The program will carry over the amount to line 381 of the Quebec return, according to the information entered in section C of Quebec Schedule B.

ID: 20211013140156DE.xml

Webpage: KPA370-20211013140156DE.htm

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