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Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
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It might be best to have a professional tax preparer help you with this. If your Mom had income and interest from bank accounts or dividends from stock, she would have needed to file income taxes. Depending on Mom's income, she probably will need to pay fines for each year not filed.
Have the tax preparer check to see if, in fact, you Mom didn't file income taxes. I see from your profile she has Alzheimer's/dementia, maybe she had forgotten.
I would love to see where once someone gets to a certain age, like 80, no more paying taxes unless that person is a multi-multi-millionaire or billionaire.
CarlaCB, I did something similar. Once my Dad let me do his financial stuff as Power of Attorney, I went on-line and opened up accounts for items that were related to my Dad, such as bank accounts, stock broker, United Healthcare, Social Security, etc. I pretended to be him so I could keep a watch on everything financial and medical. To make sure nothing was out of joint.
Thus, I was able to do change-of-address to have everything sent here to my house only. Dad had a habit as he aged to throw out bills, oops, when he lived at home and at senior living.
I even went into the 3 major credit bureaus and "froze" Dad's credit so that no one could use his identity to get loans, credit cards, etc. It was easy as I now knew all of what was going on with his financials to answer the credit bureaus security questions.
Why does aging have to get so complex for the adult children?
If Social Security is her only income and she lives in a state where SS is not taxed, she may very well not have to file income taxes. If she had income from other sources such as dividends, interest, sales of stocks or other investments, etc. she would. Best to consult with a professional or go to IRS.gov and check out the filing requirements.
My understanding is that she won't have to pay a fine for not filing unless she owed money for those years. My mother has a pension as well as social security and she pays no federal tax because her pension income is not high enough to make her social security even partly taxable. Interest or dividend income isn't necessarily taxable either, for the same reason. However, the fact that she had a CPA doing her taxes for years leads me to believe that she may have had a more or more complicated tax picture.
As a practical matter, I don't think the IRS will care (or check) whether you are doing your mother's taxes under a POA. I've been doing my mother's taxes for years. I do have a POA, but generally I just pretend to be her. I sign her name, type in her passwords, whatever is needed. I wouldn't really worry about the technicalities, as long as the taxes get done and you're familiar enough with the information to do them correctly.
You say she always had someone do it. If it was the same someone, I'd start there. My parents filed their taxes through a CPA, and when they could no longer do it, the CPA filed a form (sorry, I don't remember the number) saying that I could sign and file for them as the POA. The IRS recognized my POA as a valid document. For whatever reason (they claim identity theft) Social Security would not recognize the POA, and I was not allowed to change my parents' address to my address, even though I was the one making all the financial decisions and paying the bills from my folks' account. It would be nice if the governmental agencies talked to each other, but apparently they don't.
The IRS does not recognize the POA you already have. They will provide you with their own form to send in. Once they appoint you as POA, you can sign her tax forms.
Think of all the parents who do their kid's taxes. No one uses a POA to do them. I've don't my Dad's for last few years, just as i wanted to do them electronically, as he was still doing on paper. No problem whatsoever. Many people 'do' many people's taxes.
A LOT of people don't have to file. It won't hurt to sit down with a tax prep company. We did that every year, it was not expensive and after they complete the 1040, they said she does not have to file. Save those records, because if she needs Medicaid, they will be necessary.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Have the tax preparer check to see if, in fact, you Mom didn't file income taxes. I see from your profile she has Alzheimer's/dementia, maybe she had forgotten.
I would love to see where once someone gets to a certain age, like 80, no more paying taxes unless that person is a multi-multi-millionaire or billionaire.
Thus, I was able to do change-of-address to have everything sent here to my house only. Dad had a habit as he aged to throw out bills, oops, when he lived at home and at senior living.
I even went into the 3 major credit bureaus and "froze" Dad's credit so that no one could use his identity to get loans, credit cards, etc. It was easy as I now knew all of what was going on with his financials to answer the credit bureaus security questions.
Why does aging have to get so complex for the adult children?
As a practical matter, I don't think the IRS will care (or check) whether you are doing your mother's taxes under a POA. I've been doing my mother's taxes for years. I do have a POA, but generally I just pretend to be her. I sign her name, type in her passwords, whatever is needed. I wouldn't really worry about the technicalities, as long as the taxes get done and you're familiar enough with the information to do them correctly.
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