If you or your spouse received in vitro fertilization treatments to help you become a parent for the first time, you might be able to claim a refundable tax credit using form TP-1029.8.66.2-V.
If you’re not older than 36, you can claim the cost of just one in vitro cycle; if you’re over 36 years of age, you can claim no more than two in vitro cycles. Provided your treatments took place at a licensed clinic in Québec, you can also claim the expenses you paid for medical assessments as well as the cost of prescriptions related to your treatment that aren’t covered by your health insurance plan. Additional expenses that you can claim include:
- Travel expenses paid to receive treatment (if the treatment facility is at least 80 km away from where you live) and
- Lodging expenses paid to receive medical services that aren’t available in Québec within 250 km of where you live
You’ll only be able to claim the expenses mentioned above if they aren’t covered by your health insurance plan.
As of November 2015, the tax credit for your treatment expenses will be based on your family situation and income. Check out this bulletin from Finances Québec for more information on recent changes to this credit.
Tax Tip: In addition to claiming the tax credit for the treatment of infertility, you can also claim your in vitro fertility treatments as a medical expense on your federal return (but not your Québec return).
Where do I claim this?
Follow these steps in H&R Block’s tax software to file your 2016 taxes:
Before you begin, make sure you tell us you lived in QUÉBEC on December 31, 2016.
- Under the PREPARE tab, click the OTHER icon. You’ll find yourself here:
- Under the MEDICAL AND DISABILITY-RELATED CARE heading, select the checkbox labelled Tax credit for the treatment of infertility (TP-1029.8.66.2-V), then click Continue.
- When you arrive at the page for the Tax credit for the treatment of infertility, enter your information into the tax software.