Thinking like the Tax Folk

in Income Tax

This week another chapter was written in my saga with my friends down at the CRA. Maybe I should just join the tax folks.

Previously you read about:

Earlier this week I received an envelope with all my receipts (from the 2018 pre-assessment) along with a letter stating the CRA allowed all of my claims in my 2018 return. I assumed this meant I would receive my complete tax refund, but I was also wary.

Tales from the CRA

The CRA thinks I owe them $4K so what was going to happen?

The CRA gave me my full refund for 2018 minus the $4K “owed” for the 2017 return. While annoying, I suppose it is nice to get some money back.

I now have the following quandaries:

  1. For 2018 claiming my son’s school fees as a medical expense has been allowed (so far). I have no aspersions that I may get another request for justification about this, but that remains to be seen.
  2. If the school fees are allowed for 2018, will they be allowed for 2017 given:
    1. This is the same school
    2. The same evidence was submitted to the CRA and OK’ed for tax year 2018
  3. If the school fees are allowed for tax year 2017, the CRA now owes me over $4K, which they have already have taken as payment from my 2018 refund.

What to Do Now?

Do I dare call the CRA and ask about this? Yes, I should. If I do not follow up the 2017 tax situation will continue to drag on. Yes, it may trigger a review of my 2018 return as well, but that is a risk I will deal with, if it transpires.

When you have a child on the Spectrum, and you have a non-standard tax return, life is never dull.

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