Medical expense

[Barry1953]

I want to claim expenses from November 1, 2022 to October 31, 2023. When I enter expenses with a 2022 year end, they are ignored in the calculation. How do I fix this.

[clw]

You can specify the start and end dates in the medical expenses dialogue. Also, make sure you use the same date format for the individual receipt entries.

[Geo123]

Hello Barry1953,

How to enter medical 12 months consecutive / medical 12 months rolling
In Interview go to Medical, disability, caregiver >>
*Medical expenses
*Sharing of medical expenses
*Last date of medical expenses < = = HERE
 
Last date of medical expenses
By default, the program determines the last date of medical expenses as being December 31st of the tax year.
If you wish to modify that date, please follow this procedure :
1- In the "Left side menu on the Interview tab", select "Medical, disability, caregiver".
2- On the screen on your right, select the line "Last date of medical expenses".
3- On the page that appears, enter the last date as follows: DD-MM-YYYY.
4- If you change the last date of medical expenses in your file, you must also specify the last date of medical expenses for all family members.
5- Enter a brief description of the medical expenses in the first field indicating DD-MM-YYYY. Enter the amount in the field with a dollar sign.

[Barry1953]

Not sure where you are finding the medical expenses dialogue, unless it is this. If so, I entered the date and it does not include anything that is not 2023.

[Barry1953]

18 minutes ago, Geo123 said:

Hello Barry1953,

How to enter medical 12 months consecutive / medical 12 months rolling
In Interview go to Medical, disability, caregiver >>
*Medical expenses
*Sharing of medical expenses
*Last date of medical expenses < = = HERE
 
Last date of medical expenses
By default, the program determines the last date of medical expenses as being December 31st of the tax year.
If you wish to modify that date, please follow this procedure :
1- In the "Left side menu on the Interview tab", select "Medical, disability, caregiver".
2- On the screen on your right, select the line "Last date of medical expenses".
3- On the page that appears, enter the last date as follows: DD-MM-YYYY.
4- If you change the last date of medical expenses in your file, you must also specify the last date of medical expenses for all family members.
5- Enter a brief description of the medical expenses in the first field indicating DD-MM-YYYY. Enter the amount in the field with a dollar sign.

Thank you, I will try that!

[Barry1953]

5 minutes ago, Barry1953 said:

Thank you, I will try that!

Thank you again, that worked.

[Geo123]

Hello Barry1953,

You are welcome.