Are you sure you want to exit? Your progress will be lost.
Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
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.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
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.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
Best to check with your tax preparer. Also, there is a legal/financial reference on this site that you can go to. They probably have answered question before. You will get best guidance from there.
This has been a deduction for my parents for all the years they have had the service. But you have to have detailed records, no payments "under the table".
Unless care is medically necessary (like that of a skilled nurse, RN or maybe LPN) it's not legally deductible as a medical expense. Help with bathing, housework, etc. is not deductible. GrandmaLynn's parents may have been taking a deduction for it and not getting audited (caught); but that's not the IRS rule.
It can be a Deduction when a lot of qualifications or conditions are met. Some include doctor's diagnoses, guardianship, family vs professional paid care, etc.. There is even in a new bill that covers family caretakers to be paid if they work. Try to read articles from all sources before your seek an one "expert's" recommendations.
Btw, I didnt mean to convict GrandmaLynn's parents. Their care may be medically necessary, so it may be deductible for them. But general personal care expenses are not deductible.
If the care is required per the primary care physician, make sure you have them sign a document that mandates assistance and then talk to your tax accountant
Yes I do believe that it is. Check with a tax preparer first, but my father had homecare for a while before they moved into assisted living and we did get alot of help from their taxes.
Just to clarify, since my original answer was so brief. My folks were getting assistance that their doctor felt was necessary. My dad was legally blind and both of them had mobility issues. There were specific things that could be included in the medical deductions and things that could not. So I kept detailed records on everything, and the accountant made the final decision on what could be included. It is very complicated.
Everyone else gave good answers. I just want to point out that there are no refunds, no matter if the expenses are deductible, if no taxes were paid into the IRS to start with. In other words, if all the income is social security, or a small retirement....and it's not taxable income, then the standard deduction is going to mean that no matter how much more you have in medical, it makes no difference in terms of a refund. I just went over my parents back taxes for 2013. They cashed in some large investments, so that over $90,000 could be paid out in medical for private pay memory care and lots of other stuff. NO REFUND beause, even with adding in the taxes on the investments we closed out, the total income with SS and retirement didn't permit paying any taxes, so no deductions were allowed past the standard. No taxes due....and no refunds allowed.
Keep detailed records of all expenses, even medical, such as OTC tylenol, prilosec, etc. If not for taxes, when applying for Medicaid, there is a Medi-Cal portion to qualify for. Your parent's income might be just a bit too high to qualify. In that case, the Medi-Cal portion takes that income and decreases it by your medical expenses. That decrease can be just enough to qualify for Medicaid. Disclaimer: Hope I got this right, because no one tells you about it in advance, you may need a lawyer that specializes in benefits counseling.
The poster's income tax return should be relatively simple. In order to claim medical (expenses) it #1 must be an itemized return and #2 must be above 10% of AGI.
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.
If not for taxes, when applying for Medicaid, there is a Medi-Cal portion to qualify for. Your parent's income might be just a bit too high to qualify.
In that case, the Medi-Cal portion takes that income and decreases it by your medical expenses. That decrease can be just enough to qualify for Medicaid.
Disclaimer: Hope I got this right, because no one tells you about it in advance, you may need a lawyer that specializes in benefits counseling.
Back to the OP's question about taxes......