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Tax implications of caring for elderly parent

 

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Subject Author Date
Tax implications of caring for elderly parent Samantha Hill - take out TRASH 03-04-2008
Posted by Samantha Hill - take out TRASH on March 5, 2008, 9:46 am
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dpb wrote:
>
> Don't see that that is necessarily proscribed even if so and it isn't
> really clear that in a case such as this that it is the reason--it could
> have been the mother's home wasn't suitable; the daughter/sister's is.


My mom needed a place that was wheelchair- and walker-accessible, and
the in-law setup at my sister's wasn't, so she just wouldn't use her
walker. This meant that she would fall and just wait until someone came
around to visit. So my sister and her family moved along with Mom to
someplace where my mom has her own private living space equivalent to a
bedroom and sitting room along with the run of the rest of the house,
and this place is all wheelchair-accessible.

She thinks she is in a nice board-and-care home and my sister and my
teenaged niece are both lucky enough to have jobs working there. It has
never struck her as strange that there are no other senior citizen-type
people living there besides her, and most of the time she doesn't
realize that my sister and her family live there, too. *chuckle*

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Posted by dpb on March 6, 2008, 11:25 am
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Samantha Hill - take out TRASH to reply wrote:
> dpb wrote:
>>
>> Don't see that that is necessarily proscribed even if so and it isn't
>> really clear that in a case such as this that it is the reason--it
>> could have been the mother's home wasn't suitable; the
>> daughter/sister's is.
>
>
> My mom needed a place that was wheelchair- and walker-accessible, and
> the in-law setup at my sister's wasn't, ...
> ...So my sister and her family moved along with Mom to
> someplace where my mom has her own private living space equivalent to a
> bedroom and sitting room along with the run of the rest of the house,
> and this place is all wheelchair-accessible.
...

With that circumstance I'd consider it medical and formalize the rental
arrangemnt, etc. I would still recommend consulting w/ an expert in
elder care but would feel no compunction this would be legitimate
corollary, nothing approaching fraud. Hence, if it were audited, it
might get rejected but I'd see no way they could make anything more than
that out of it. Of course I'm not a professional, just comparing two
forms of the same thing and there's nothing that says that tax law is
necessarily rational... :(

--

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<< The foregoing was not intended or written to be used, >>
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<< that may be imposed upon the taxpayer. >>
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Posted by Samantha Hill - take out TRASH on March 5, 2008, 9:46 am
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dpb wrote:
>
> I would recommend starting at the IRS w/ Pub 554, particularly sections
> on nursing and long-term care.
>
> In general, the medical help is qualified medical expense to your
> mother, the wages paid are income to your sister. "Nursing" services in
> this context do not have to be performed by trained nurse to qualify.


Thank you SO MUCH!

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<< 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. >>
<< >>
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<< to this newsgroup as well as our anti-spamming policy >>
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Posted by dpb on March 4, 2008, 10:18 am
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Sorry, forgot the url...

http://www.irs.gov/publications/p554/

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<< ------------------------------------------------------- >>
<< 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 >>
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<< Copyright (2007) - All rights reserved. >>
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