Jump to content
×
Are you looking for the BariatricPal Store? Go now!

tax claim....... being audited!



Recommended Posts

I have been told to keep everything:

  • mileage (keep the dates of trips to the clinic for fills, appointments etc if you live > ?km away - check with your tax accountant, but I'm 200 Km),
  • Optifast receipts,
  • physician charges for the physical - several of our docs charged to complete the form - mine was $50.00
  • cost of procedure not covered elsewhere - apparently Sunlife does cover some portion of the costs but most extended health benefits do not - mine has a section that specifically states weight loss procedures are excluded

I am not really all that knowledgable about tax law/process but depending on your tax backet, you could see a refund of about $ 3,000 - 3500.00. I'm thinking your medical expenses need to be about 3% of your taxable income to be considered? Essentially I'm keeping everything, and I'll let them sort out what counts.

Cindy:biggrin1:

Share this post


Link to post
Share on other sites

I had my surgery doctor refer me to TLBC. Here in Manitoba, because there is no weightloss surgery here, I had my airfare paid for by MB health, along with a small portion of my surgery. I kept every single recipt and what MB health didnt cover, I claimed in my taxes. MB Health didn t cover airfare taxes, so that was claimed on my income taxes.. Keep EVERYTHING!

Candice

March 6, 2006

TLBC

Share this post


Link to post
Share on other sites

Sweet I haven't put a claim in yet as I had my surgery this April 07. From what I have heard it is about $3000. that you'll get back. Maybe someone who has claimed can let us both know.

How are you feeling by the way? Can you burp now and did you call TLBC?

i cant burp.... i find it odd... but u get used to it....

i got the 'review' back... everthing is ok.

Share this post


Link to post
Share on other sites

I had surgery in July 2006 and filed my income tax earlier this year. Unless CRA changes their mind, it went through without any problem. I eFiled and there has been no request to see the receipts thus far. I also tried to claim initially via my private insurance (Pacific Blue Cross) but was swiftly turned down.

Share this post


Link to post
Share on other sites

I eFiled also, the very first day we could... so... March 1st? So don't worry, they still have lots of time to hassle you for your receipts. Mine 'went through' without any problem that I knew of... I got my refund quickly and without any questions, until now. I'm sure it'll be fine. The amount I claimed is the exact amount I HAD receipts for, so I'm not worried. Lucky this thread keeps being brought up, cause I keep forgetting to send 'em away!

Share this post


Link to post
Share on other sites

I had to do the review too. I claimed my kms, and hotel rooms because I had to go to Winnipeg from Sask for my surg. I didnt send a letter from my doctor stating that its the closest, because its the only one that was open at that time. It will be interesting to see if they make me pay back my initial tax refund, or what they will do. Though I am ready to fight if I need too. Dirty buggers!!! CRA is so out to get everyone, they make me sooo mad. They had a lady in Regina send there receipts 6 times and explain why she had to have the surgery. They make me so mad. Okay, done ranting. I am a little nervous, but if they come after me, boy I am going right after them.

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Trending Products

  • Trending Topics

  • Recent Status Updates

    • LeighaTR

      I am new here today... and only two weeks out from my sleeve surgery on the 23rd. I am amazed I have kept my calories down to 467 today so far... that leaves me almost 750 left for dinner and maybe a snack. This is going to be tough for two weeks... but I have to believe I can do it!
      · 0 replies
      1. This update has no replies.
    • Doughgurl

      Hey everyone. I'm new here so I thought I should introduce myself. I am 53y/o and am scheduled for Gastric Bypass on June 25th, 2025. I'm located in San Antonio, Texas. I will be having my surgery in Tiajuana Mexico. I've wanted this for years, but I always had insurance where bariatric procedures were excluded. Finally I am able to afford to pay out of pocket.  I can't wait to get started, and I hope I'm prepared for the initial period of "hell". I know what I have signed up for, but I'm sure the good to come will out way the temporary period of discomfort and feelings of regret. I'd love to find people to talk to who have been through the same procedure or experience before. So I look forward to meeting you all. Hope you have a great week!
      · 2 replies
      1. Selina333

        I'm so happy for you! You are about to change your life. I was so glad to get the sleeve done in Dec. I didn't have feelings of regret overall. And I'm down almost 60 lbs. I do feel a little sad at restaurants. I can barely eat half a kid's meal. I get adults meals often because kid ones don't have the same offerings at times. Then I feel obligated to eat on that until it's gone and that can be days. So the restaurant thing isn't great for me. All the rest is fine by me! I love feeling full with very little. I do wish I could drink when eating. And will sip at the end. Just a strong habit to stop. But I'm working on it! You will do fine! Just keep focused on your desire to be different. Not better or worse. But different. I am happy both ways but my low back doesn't like me that heavy. So I listened (also my feet!). LOL! Update us on your journey! I'm not far from you. I'm in Houston. Good luck and I hope it all goes smoothly! Would love to see pics of the town you go to for this. I've never been there. Neat you will be traveling for this! Enjoy the journey. Take it one day at a time. Sometimes a few hours at a time. Follow all recommendations as best you can. 💗

      2. Doughgurl

        Thank you so much for your well wishes. I am hoping that everything goes easy for me as well. We don't eat out much as it is, so it wont be too bad in that department. Thankfully. Also, I hear you regarding your back and feet!! I'd like to add knees to the list. Killing me as we speak! I'm only 5' so the weight has to go. Too short to carry all this weight. Menopause really did a doosey on me. (😶lol) My daughter also lives in Houston. with her Husband and my 5 grand-littles. I grew up in Beaumont, so I know Houston well, I will be sure to keep in touch and update you on my journey. I may need some advice in the future, or just motivation. Thank You so much for reaching out, I was hoping to connect with someone in the community. I really appreciate it. 💜

    • Alisa_S

      On day 4 of the 2 week liquid pre-op diet. Surgery scheduled for June 11th.
      Soooo I am coming to a realization
      of something and I'm not sure what to do about it. For years the only thing I've enjoyed is eating. We rarely do anything or go anywhere and if we do it always includes food. Family comes over? Big family dinner! Go camping? Food! Take a short ride or trip? Food! Holiday? Food! Go out of town for a Dr appointment? Food! When we go to a new town we don't look for any attractions, we look for restaurants we haven't been to. Heck, I look forward to getting off work because that means it's almost supper time. Now that I'm drinking these pre-op shakes for breakfast, lunch, and supper I have nothing to look forward to.  And once I have surgery on June 11th it'll be more of the same shakes. Even after pureed stage, soft food stage, and finally regular food stage, it's going to be a drastic change for the rest of my life. I'm giving up the one thing that really brings me joy. Eating. How do you cope with that? What do you do to fill that void? Wow. Now I'm sad.
      · 1 reply
      1. LeighaTR

        I hope your surgery on Wednesday goes well. You will be able to do all sorts of new things as you find your new normal after surgery. I don't know this from experience yet, but I am seeing a lot of positive things from people who have had it done. Best of luck!

    • Alisa_S

      On day 4 of the 2 week liquid pre-op diet. Surgery scheduled for June 11th.
      Soooo I am coming to a realization
      of something and I'm not sure what to do about it. For years the only thing I've enjoyed is eating. We rarely do anything or go anywhere and if we do it always includes food. Family comes over? Big family dinner! Go camping? Food! Take a short ride or trip? Food! Holiday? Food! Go out of town for a Dr appointment? Food! When we go to a new town we don't look for any attractions, we look for restaurants we haven't been to. Heck, I look forward to getting off work because that means it's almost supper time. Now that I'm drinking these pre-op shakes for breakfast, lunch, and supper I have nothing to look forward to.  And once I have surgery on June 11th it'll be more of the same shakes. Even after pureed stage, soft food stage, and finally regular food stage, it's going to be a drastic change for the rest of my life. I'm giving up the one thing that really brings me joy. Eating. How do you cope with that? What do you do to fill that void? Wow. Now I'm sad.
      · 1 reply
      1. summerseeker

        Life as a big person had limited my life to what I knew I could manage to do each day. That was eat. I hadn't anything else to look forward to. So my eating choices were the best I could dream up. I planned the cooking in managable lots in my head and filled my day with and around it.

        Now I have a whole new big, bigger, biggest, best days ever. I am out there with those skinny people doing stuff i could never have dreamt of. Food is now an after thought. It doesn't consume my day. I still enjoy the good home cooked food but I eat smaller portions. I leave food on my plate when I am full. I can no longer hear my mother's voice saying eat it all up, ther are starving children in Africa who would want that!

        I still cook for family feasts, I love cooking. I still do holidays but I have changed from the All inclusive drinking and eating everything everyday kind to Self catering accommodation. This gives me the choice of cooking or eating out as I choose. I rarely drink anymore as I usually travel alone now and I feel I need to keep aware of my surroundings.

        I don't know at what point my life expanded, was it when I lost 100 pounds? Was it when I left my walking stick at home ? Was it when I said yes to an outing instead of finding an excuse to stay home ? i look back at my last five years and wonder how loosing weight has made such a difference. Be ready to amaze yourself.

        BTW, the liquid diet sucks, one more day and you are over the worst. You can do it.

    • CaseyP1011

      Officially here for a long time, not just a good time💪
      · 0 replies
      1. This update has no replies.
  • Recent Topics

  • Hot Products

  • Sign Up For
    Our Newsletter

    Follow us for the latest news
    and special product offers!
  • Together, we have lost...
      lbs

    PatchAid Vitamin Patches

    ×