medical expenses

[Dave29]

I have entered all our medical expenses correctly but the program is not putting the amounts into the work sheets to do the calculations .

I have updated the program and tried review several times. 

 

[Jim]

Dave I ant even figure out where or when to enter my medical expenses

[Curmudgeon]

• Click Interview setup
• Scroll down to Common tax deductions
• Check Medical expenses, disability, caregiver
• On the left side menu Medical expenses, disability, caregiver will show up. Pick Medical expenses
• If you have a 12 month year that doesn't end Dec. 31, 2021, also select Last date and fill it in.

[Doug Toronto]

I have followed Curmudgeon's steps but still claim amounts that I entered are not showing up.   I was married in year but am only trying to process my tax information so have tried to turn off or override Maxback features.  Also tried to force medical claim by selecting it to claim on my return or to claim all family on mine.  Still nothing.  Should I put in a Net Fed Inc of Spouse as lower than mine?  this is first time without claiming with spouse. 

In essence, how can I then force my Medical expenses to be accepted by Ufile.  

[Curmudgeon]

Did you save the file after setting how to share medical expenses?

[Doug Toronto]

 Yes.  I did a 'save and close' though I thought that just by hitting 'Next' caused UFile to save it.    UFile online I hope is now looking into it as I sent my input.   

[Doug Toronto]

 Yes.  I did a 'save and close' though I thought that just by hitting 'Next' caused UFile to save it.    UFile online I hope is now looking into it as I sent my input.   

[Doug Toronto]

Ooops!  User error.  I submitted my input to Ufile Online via their online procedure along with the problem description and the next day they replied to say that my date ranges for the medical claims were invalid or out of range.  I.e. for the opening range I had entered 1921 instead of 2021.  

A big mistake but hard for me to spot as Ufile usually catches errors like this.  I suggested they consider updating their edit of this field but because it is a text-like field they may not be able to do that.  It might be better then, to isolate the ranges in a separate date range field and just leave the text for the claim description. 

A big thank you to Ufile for this new procedure of examining your input and then for spotting this. I had bought the premium phone package and don't know if that include this feature of submitting input or not.   Phew!  now I can file with about $3-$4K savings.    

 

[jnjsmyth]

Medical expenses are not reflected in Tax Return.  The dates are in the correct format and within the year specified in Last date of medical expenses.  I have the latest version of Ufile.  Thanks for any help.

[Gail23]

@jnjsmyth, your data entry must be like this.

The data 

[jnjsmyth]

17 hours ago, Gail23 said:

@jnjsmyth, your data entry must be like this.

The data 

Thank you, Gail.  I believe I have input everything correctly per the attached, which also shows the Return without medical being reflected.  Thank you for further help.

Ufile medical entry issue.pdf

[Curmudgeon]

There is a deduction from medical expenses to determine the amount that can be claimed.

Line 33099 – You can claim the total of the eligible expenses minus the lesser of the following amounts:

• $2,421
• 3% of your net income (line 23600 of your tax return)

[L Gardner]

FYI, if you are using part of the previous year expenses, you must go in and enter the "last date of medical expenses"  see interview set up under medical expenses, otherwise it defaults to just the current tax years slips and doesn't include any slips dated in the previous year. You can claim 12 months of expenses as long as the last medical expense slip entered is ending in the tax year. Took me a while to find that answer, so thought others may be in the same sitituation.

[Geo123]

Hello,

FYI

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