Does the refundable medical expense supplement calculation on the Other Credits schedule work? I would explain why I am asking, but this system will not let me do that.

(What a crappy system!!)

I believe my client qualifies for the credit. But this section on the Other Credits page remains blank. As a test, If I try to override an item, such as net income, the software will not use that inputted information - everything else just remains zero.

So I am unable to determine if the software is working properly, or if my client does not qualify.

Is this calculation working properly?


Thank you

Answer

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dogilvie has pointed out the key factor in whether your clients are entitled to a refundable medical expense supplement or not. For 2017, the refundable portion is only available if the taxpayer has at least $3,514 of employment and net business income. Any other type of income is not relevant for determining whether the taxpayer qualifies for that refundable medical expense supplement.

If the sum of employment and/or net business income exceeds $3,514 then by all means contact tech support. But otherwise, the program is working correctly.

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