Medical Expenses - Allowable amount for other
dependents
To 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:
https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-330-331-eligible-medical-expenses-you-claim-on-your-tax-return.html
For Revenu Québec:
https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/350-to-3981-non-refundable-tax-credits/line-381/
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
