I just had my taxes done. I am shocked at the return I am getting. Any of you who are able to claim your band and medical expenses will be very pleased. I certinally am. Sherrylynn

I wrote and asked the TLBC and received back a letter from Dr. Yau stating it was a medically necessary procedure and I had the receipts as well. You can also claim mileage and parking in some instances.

What I would suggest, is overkill. Contact your clinic and find out what they have to say. If you submit everything you can think off to document your surgery it is better than being rejected and having to start all over again. Doddie

Hi Sherrylynn,

Bad news. I am already claiming the max. Acct. says my hubby does not get anything back from the surgery.....:smile:

Rose S

I don't know what the max. is. I think you are entitled to claim all medical expenses and the CRA will reject or support. I wasn't aware there is a maximum medical expense figure? Doddie

Yes, there is. Otherwise, people could claim thousands and thousands of medical expenses....

You are probably right, but why shouldn't people claim thousands and thousands of medical expenses if they are legit. For instance if you have a member of the family that is severely disabled. Just another instance where I think the CRA is unfair to the working stiffs. Doddie

The maximum applies only to other dependents besides a spouse or children born 1990 or later. Your husband can claim your full expenses if you are his spouse. Your expenses might be higher than what you are eligible to claim though but not because there is a maximum cap that they allow. Your medical expenses have to be more than 3% of your net income(line 236) or $1926, whichever is less. If your income is not high enough in any given year then it won't matter how much your medical expenses are, they won't change the outcome of your return.

Jane I haven't had a chance to calculate my net income - are you saying that if your net income is $65,000 or higher, the most we can claim on income tax is $1,950.00? I guess that about covers the basic expenses, but if you end up having to fly in as well as get fills etc., your expenses could be a lot more than that....

Need to get the taxes done.

Cindy

Cindy,

You read it wrong. Your medical expenses have to be 3% of your income or $1926, whichever is less. So if your income is $65 000, then your expenses have to be at least $1950 before it will make any difference on your return.

Cindy,

You read it wrong. Your medical expenses have to be 3% of your income or $1926, whichever is less. So if your income is $65 000, then your expenses have to be at least $1950 before it will make any difference on your return.

Yes this is the case. Rose, I think that you should revisit this with your accountant. You can claim unlimited medical expenses as long as you have the documentation to back it up.

Andrew

Thanks for the clarification Janey and Andrew - that was my thought as well; that expenses for the year had to excede 3% of net. I am pulling everything together this week - just waiting for a T2202 form from my husband's former employer and then off to the accountants.

Cindy

Hi I can't claim til next year,I was just wondering what i need to claim. Is just the receipt enough,or do I need a letter from the doctor/surgeon?

Hi: The reason I am submitting a letter from Dr. Yau.In it he states the surgery was medically necessary. I think the receipts are good enough, but I am not taking the chance. He was good enough to send me a letter as proof of surgery and why. It was very short but told everything I think the CRA needs. We shall find out. Doddie

Just a quick note... if you have claimed more than 10000 that is the max in any one year. So, with that said you most definately can carry over your health care benefits.

Thanks

Also it is 3% of your income or max 1926!!!!!. If the 3% is less than 1926 you take that amount but anything over 1926 that is the amount you have to be over... So, you can make 80000 this year and you can claim anything over the max of 1926

Sorry to inform you that you are incorrect. I suggest you speak with a tax accountant or even go to the Welcome Page | Page d'accueil website and look under medical expenses. You cannot carry forward medical expenses. They have to be claimed for any 12 month period. If you made more than 1 payment then you can use each payment as your 12 month period but there is no maximum except for dependant adult children and other dependant adults besides a spouse. The $10000 maximum is not applicable to yourself or to your spouse.

My best advice is to either contact a tax accountant or Canada Revenue Agency directly.