You can claim eligible medical expenses for any 12-month period, as long as they weren't claimed on a previous return. Here's how to claim medical expenses in Wealthsimple Tax:

1. Add the Medical Expenses section to your Tax profile
2. Enter expenses for each individual:
   • Click "Add another person" at the bottom of the Medical Expenses section to a subsection for each person (yourself, partner, children under 18, or dependants)
   • Indicate their relationship to you
3. Fill out medical expense information:
   • Enter total amounts by category
     • You're not required to enter individual receipts
   • Keep detailed records of receipts for potential CRA verification

Categories of medical expenses:
When claiming medical expenses, you may encounter these categories:

1. Attendant care expenses:
   • Amounts paid for attendant care
   • Subject to specific limitations
2. Adapted van expenses:
   • Costs to modify a vehicle for wheelchair accessibility
   • Prescription required
3. Moving expenses:
   • Reasonable costs to move a person with severe mobility impairment or lack of normal physical development
   • Must be for more accessible or functional housing
   • Cannot be claimed as regular moving expenses on any tax return
4. Regular expenses:
   • All other eligible medical expenses

Important notes:

• Expenses can only be claimed once across all tax returns
• You can claim expenses for a 12-month period ending in the tax year
• You may be able to claim certain travel expenses if you had to travel to obtain medical aid

Eligible medical expenses:

• Check the CRA's list of eligible medical expenses
• Common eligible expenses include:
  • Private health plan premiums (if not paid by employer)
  • Dental and orthodontic expenses
  • Massage therapy, physiotherapy, chiropractic (if provided by authorized practitioners)

Ineligible expenses:

• Reimbursed expenses (claim only the portion you paid out-of-pocket)
• Purely cosmetic procedures

For Québec residents:

• If partially covered by private insurance:
  1. Answer "No" to the question "Did you have basic prescription drug insurance through a group insurance plan throughout the year?" in the Personal information >Revenu Québec section
  2. Answer "Yes" to the question "Are there any months of the year for which you don’t need to pay a premium?" in the Premium Payable Under the Québec Prescription Drug Insurance Plan section
  3. Check off that “You were covered by basic prescription drug insurance provided by a group insurance plan of which you, your partner, your father, or your mother was a member; and this plan covered the cost of medications.”
  4. Select the months that you were covered by a private medical insurance plan from the drop-down that appears for "Months that apply to the situations listed above"

Frequently Asked Questions:

1. Why don't my medical expenses appear on my return when linked with a partner?
   • Expenses are allocated to maximize tax benefits
   • You can adjust optimization results if needed
2. Why do Québec and federal medical expenses differ?
   • Québec Prescription Drug Insurance Plan premiums are claimed on the provincial return for the year it's calculated (e.g., 2024 premium on 2024 Québec return)
   • While federally, premiums are claimed on the federal return for the year it's paid (e.g., 2024 premium on 2025 federal return)

Remember:

• Keep all medical receipts for at least six years
• Use CRA's tools to verify expense eligibility and authorized practitioners

If you need assistance entering medical expenses in Wealthsimple Tax, please contact Wealthsimple support. For questions about specific medical expense eligibility, consider consulting with a tax expert.