Date on medical expenses does not work

Forum|Forum|3 years ago
March 6, 2023
3 replies
0 views

Im trying to claim past medical expenses but the date will not change?

champ_a_adc

You can claim any eligible medical expenses if they occurred in a 12-month period that ends in the current tax year. After you enter your medical expenses, TurboTax will prompt you to choose your 12-month claim period. Be sure that you are working on this period.

For example, the oldest medical expense that you can claim on your 2022 return is an expense from January 2, 2022, using a claim period of January 2, 2022, to January 1, 2023.

If you have a large amount of expenses in the latter part of the tax year, it might be better to save them and claim them with medical expenses you have in the early part of the following tax year. For example, if most of your medical expenses occurred after May 15, 2022, you can save them for your 2022 tax return. At that time, you can use a 12-month period of May 15, 2022 to May 14, 2023, and claim all expenses that fall within that period.

You can use a different 12-month period each year--the period doesn’t have to start where your previous 12-month period ended. However, you can't claim the same expenses more than once.

Thank for choosing TurboTax.

scofennAuthor

I asks you to select a date for the medical expenses but when you click the date and then next and the date changes back to 2022 so now CRA thinks you are using medical expenses for 2022?

TurboTaxSusan

@scofenn If you are preparing a return for 2022, then your claim period must end in 2022. For example, if all the expenses you are claiming are from 2021, then you would enter a period of Jan 2 2021 to Jan 1 2022.

tyavorska

Were you able to have this resolved? Having a similar issue and I just spent an hour on the phone with support and they weren't able to help.

TurboTaxSusan

Did you enter any receipts from 2021 or did you check off that you only had receipts from 2022?

Robert190

I too am having an issue with Turbo Tax not accepting my chosen claim period. I've plugged in 13/04/2021 to 12/04/2022, which follows the guidelines and has worked in the past, but not this year. Both boxes have been ticked as far as 2022 receipts and unused 2021 receipts being submitted. Talking to support they said they too got an error message with any start date not 2022, so they suggested I use the dates I found did work, 01/01/2022 to 31/12/2022. Not comfortable with this as it's not accurate, and will mess me up in following years. I have to go into town today anyway so I guess I'll add paper return to my shopping list, yikes!

arthur5005

I too am experiencing this problem, can't seem to claim past medical expenses, the claim period doesn't seem to actually be aggregating the medical expenses into a single 12 month claim period, behind the scenes it's as if the claim period is stuck in 2023 exclusively.

GHarpe

Are your dates for the 12 month period ending within the 2023 year? For clarification, please see our TurboTax article: How do I choose a claim period for medical expenses?

Thank you for choosing TurboTax.