Medical expense totals

[quarry]

Hi all - hoping for some input from the community (or ideally from the technical team...).

 

I'm getting a discrepancy between the medical expense totals in ufile (line 330 on the results tab) and what's actually on the Medical Expenses form in my interview. I thought I either missed something or added another line somewhere. I've entered them in line by line - several times - and still come up with the same discrepancy. The odd thing is, the difference between the two is exactly the amount of one of the lines on my interview; like it wasn't included in the total on the results tab.

 

I've been poring over this all night and can't figure out what's up. Hoping it's not just the late hour... if I find the solution staring at me in the morning, I'll be a bit embarrassed.

 

 

Any ideas? Please let me know if I can provide more details.

 

 

Thanks in advance and have a great weekend!

 

 

[quarry]

Some further information...

 

The top line in the medical expenses list is not being included on the Results tab. I've been doing further testing over the weekend, and no matter what I change the top line amount to, the total in the Results never changes.

 

Seems like an issue with the way UFile is calculating this total.

[Gabriel]

Hi, if you are having difficulties with your medical expenses, please first make sure that you followed this procedure:

 

In the program, medical expenses must be claimed in the file of the person who incurred the expenses.

To do so, please follow the steps below:

 

1- In the "QuikClik Navigator", on the left-hand side of the screen, select "Medical and disability".
 

2- On the page to the right, choose "Medical expenses" and enter the amount of medical expenses that have not been reimbursed by a drug insurance plan. You have two options, you can:
 

a) Enter the amounts one by one. On your right, click on the "+" sign next to the mention "Add another". That allows you to add additional lines.
 

b) Enter only the total amount on one line and add a note referring to a list of the fees.
 

3- In the first field, provide a brief description of the fees.
 

4- In the field with a dollar sign, enter the amount not covered by your drug insurance plan.
 

5- To view the details of the medical expenses, click on the "Tax return" tab and in the "Select a page" section, choose the line "Medical expenses (Federal)" and, if you are a resident of Quebec, the line "Medical expenses (Quebec)".

 

For more information on medical expenses, visit the following links:

 

For the CRA:

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx/rtrn/cmpltng/ddctns/lns300-350/330/menu-eng.html

For Revenu Québec:

http://www.revenuquebec.ca/en/citoyen/impots/guide/aideligne/ligne381.aspx

If you are still having problems, please send a request to support@ufile.ca so our agents can take a look at the return. Thank you for your patience.

[quarry]

Thanks for the response, Gabriel. I've made sure to follow your instructions exactly for troubleshooting purposes - still getting the same issue. The specifics:

 

• I have 29 lines on the medical expenses form on the Interview tab.
• These 29 lines total to $3873.25. I've added them up in MS Excel and two calculators. I've also copied them line by line from the form and totalled them.
• The amount on the Results tab is $3718.25, which is a difference of $155.00.
• $155.00 is the amount of the first line on the list.

An interesting data point is that it doesn't matter what I change that first line to - I can change it to whatever random number I choose ($255.00, $1444.25, or $1.30) - the Results total is still $3718.25. This tells me that the first line isn't being included in the total for some reason.

 

I'll go ahead and email the support team at the address you provided. I appreciate the help.

[overtaxed58]

As a possible workaround, you could always try putting a dummy first item with a cost of $0.00

[Hollerith]

Hi Quarry --  I had a similar problem with medical expenses a few days ago.  The first two entries I entered were being ignored, and I noted that both of them were for 2012 (unlike the rest).  In theory (according to CRA rules), one can choose *any* 12-month period ending sometime in 2013 to cover the expenses.  In practice, it looks like the software defaults to calendar 2013 only, and so ignores my first two entries.  I didn't try the suggestion from overtaxed58, but I did re-date both entries to January, 2013, and they were now included - great!  I sent off my tax return, prepared to explain to CRA why the dates of the two entries were not accurate, if they ask.  I suspect that either it's a programming bug, or that I somehow neglected or ignored defining my custom 12-month medical period before entering the expenses.  It would be lovely if UFILE could comment on this.

[Gabriel]

I will get back to you about this, I am waiting on an explanation from one of our senior tax specialists.

[axation]

If claiming expenses for "any 12-month period ending in 2013"

 

QuikClik Navigator > Medical > Last date of medical expenses

[quarry]

Hi everyone,

 

Thanks overtaxed58 and Hollerith for the comments and suggestions - appreciate the input.

 

I've been working with UFile support on this issue. It turns out - for my issue - the software is working as expected. It took a bit of figuring out with the support team, but they discovered that the line item that wasn't being included was outside of my 12 month period by one day. Once I changed the 12 month period to start (and end) a day earlier, things were fine.

 

Maybe consider this an informal feature enhancement request... do some validation on the date entries before allowing them to be saved.

 

Thanks all.

[Eric G.]

UFile only allows a certain number of medical entries, and then disallows anymore.  I have about 50 more to enter.  Anyway around this.

 

Thanks to all.