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 have read about:
- My 2017 tax return, I was assessed because I was claiming my son’s schooling as a medical expense.
- For 2017 I am now being reassessed for that same issue as I did not include all the needed documentation
- I owe the CRA over $4K given my initial assessment was declined
- My tax return for 2018 was preassessed, and I had to send them all of my receipts
- I also included the information already sent about my son’s school fees as a medical expense
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.
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:
- 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.
- If the school fees are allowed for 2018, will they be allowed for 2017 given:
- This is the same school
- The same evidence was submitted to the CRA and OK’ed for tax year 2018
- 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.