Find Senior Care (City or Zip)
Join Now Log In
D
Dorianne Asked April 2018

Tax Time Questions/Venting - Canadians, any helpful suggestions?

Hi fellow Canucks! April 30th is looming ahead and I am new to putting my mom's taxes together. Nobody likes doing taxes, but I thought maybe we could have a thread to ask questions or just complain about them, lol.

I am terrible at this kind of stuff. I have paid a friend do my own taxes for years now. (Nobody should ever have given me POA, lol!) So with mom, I am putting everything together to take to H&R Block. But I'm not sure what all I need to put together, as I've certainly never organized taxes for anyone on a pension before!

Can anyone help me figure out what kind of things mom can claim as medical/disability expenses? Like, she bought a walker that was quite pricey, for example. Can she claim that? How about some of the safety gear we had installed, like grab bars and such? The fee we paid for the handicapped parking placard? Can the fees for home support services be claimed? What about her medications? How about other things that come from the pharmacy, as ordered by the hospital renal unit, like her Ensure and protein powder? Can she claim other things like incontinence supplies? Also, if she's previously claimed the disability tax credit, do I have to keep producing the paperwork on this?

Anyway, if you have any helpful suggestions, or questions others might be able to answer, or if you just want to complain about doing taxes, jump on in!

Dorianne Apr 2018
Mom and I have a meeting with the renal team tomorrow. I'm going to talk to the social worker and see if maybe the nephrologist can back-date any of these things as prescriptions, since the "orders" came from the renal nurses!

cwillie Apr 2018
Not to mention you might have been able to get partial funding through your provincial assistive devices program... I'm pretty sure you can't do anything retroactive though.

ADVERTISEMENT


cwillie Apr 2018
Oh yeah, big medical expenses almost always = clarification or audit, just like tuition expenses seem to. (random my a$$)

Tothill Apr 2018
Dorianne,

I would call your doctor's office and ask to speak to the Office Manager. Ask them what the procedure is to get Rx for tax purposes. Be very clear that the Dialysis nurses gave you the list of things you needed for Mum.

When CRA sees a unexpected change in the medical expenses, they often will request original documentation.

Dorianne Apr 2018
So.....I dunno if anyone can help me with this....

There are quite a number of things on the list cwillie linked to that either mom's dialysis nurses or the occupational therapist told me I HAD to get her. Like, they were snippy and they pretty much ordered me. But I didn't get a doctor's prescription. I had no idea you could even get a 'scrip for some of these things.  Some of these items on the list say "prescription required."

Anyone have any thoughts on whether to try to claim them anyway? Or if doctors ever give out retroactive prescriptions for things like that?  (Say the walker, for example.) 

Tothill Apr 2018
Dorianne, I sent you a private message.

Let me know if I can help.

M

Dorianne Apr 2018
Oh, missed your edit. Yes, I'm in BC.

Dorianne Apr 2018
Oh my gosh, me too. That's why I don't do my own! Haven't for many years. It just got way too complicated when I started working as a contractor and a musician.....

cwillie Apr 2018
I netfiled mom's today, since this was her first return since going into a nursing home I had a friend of mine go over everything to make sure it looked OK. I hate doing taxes.

Dorianne Apr 2018
Oh, this is an awesome list! Thanks cwillie! I'm still near the top of the list and realized I never even thought about ambulance fees.....(edit:  or those new dentures!)....

cwillie Apr 2018
Your tax preparer should know this stuff so just gather up everything that seems likely to be useful. She may or may not need to send new paperwork (Form T2201) to be eligible for the disability credit, sometimes they do expire. But, it might not matter because she can't claim both disability and medical expenses, and if she has been paying attendant care then I imagine that she will get the biggest benefit from claiming that plus all the other eligible expenses.


canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-330-331-eligible-medical-expenses-you-claim-on-your-tax-return/details-medical-expenses.html

(edit)You're in BC, right? There is a provincial Home Renovation Tax Credit for Seniors and Persons with Disabilities
gov.bc.ca/gov/content/taxes/income-taxes/personal/credits/seniors-renovation

ADVERTISEMENT

Ask a Question

Subscribe to
Our Newsletter