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How to file federal taxes for my mother in nursing home

 

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Subject Author Date
How to file federal taxes for my mother in nursing home timnels 03-03-2008
Posted by timnels on March 3, 2008, 12:05 pm
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My mother was confined to a nursing home for all of 2007. She has
income from social security and a federal pension. The nursing home
(of course) is taking every penny with Medicaid picking up the gap.
Are filing taxes required if all her income is going to a nursing
home. If so, I assume her income minus her credits will create a
$0.00 net income, yes? Are the any rules or tricks to filing in this
situation? Thanks for any advice you can give me.

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Posted by Katie on March 3, 2008, 12:38 pm
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On Mar 3, 9:05 am, timn...@gmail.com wrote:
> My mother was confined to a nursing home for all of 2007.   She has
> income from social security and a federal pension.  The nursing home
> (of course) is taking every penny with Medicaid picking up the gap.
> Are filing taxes required if all her income is going to a nursing
> home.  If so, I assume her income minus her credits will create a
> $0.00 net income, yes?   Are the any rules or tricks to filing in this
> situation?  Thanks for any advice you can give me.
>


If your mother is single, age 65 or older, and her gross income (not
including Social Security) was less than $10,050, she has no federal
income tax filing requirement for 2007.

Katie in San Diego

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Rich Carreiro on March 3, 2008, 1:12 pm
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> On Mar 3, 9:05 am, timn...@gmail.com wrote:
> > My mother was confined to a nursing home for all of 2007.   She has
> > income from social security and a federal pension.  The nursing home
> > (of course) is taking every penny with Medicaid picking up the gap.
> > Are filing taxes required if all her income is going to a nursing
> > home.  If so, I assume her income minus her credits will create a
> > $0.00 net income, yes?   Are the any rules or tricks to filing in this
> > situation?  Thanks for any advice you can give me.
>
>
> If your mother is single, age 65 or older, and her gross income (not
> including Social Security) was less than $10,050, she has no federal
> income tax filing requirement for 2007.

But to get the tax rebate she'll have to file. Though if it'll
all going to Medicaid anyway, she/you may feel it's not worth
the time to bother with.

--
Rich Carreiro rlc-news@rlcarr.com

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by dpb on March 3, 2008, 1:08 pm
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timnels@gmail.com wrote:
> My mother was confined to a nursing home for all of 2007. She has
> income from social security and a federal pension. The nursing home
> (of course) is taking every penny with Medicaid picking up the gap.
> Are filing taxes required if all her income is going to a nursing
> home. If so, I assume her income minus her credits will create a
> $0.00 net income, yes? Are the any rules or tricks to filing in this
> situation? Thanks for any advice you can give me.

No difference in filing requirement/procedure as from prior to the time
she was a nursing home resident. If the confinement is required, then
the expenses are virtually all deductible as qualified medical expenses.
You will want a letter from her attending physician in your files
stating the need for the care in case of any IRS question (unlikely for
this reason, but just in case).

--

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

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