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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.
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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.
Remember, this assessment is not a substitute for professional advice.
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Question on tax deduction for Assisted Living Care. It is a private pay facility, only her meds and if needed, therapy is paid for by an insurance she has.
This can be a complicated issue, but I rely on the following information that is on the irs.gov website:
First of all, will she (I am assuming you are taking about your mother) be paying her own expenses? If so, the medical expenses are deductible on her tax return. If her income is low enough, and you are paying her medical expenses, she may qualify as your dependent, and then the expenses could be included with your tax return. Information about determining if she is your dependent is on the website.
The next step is to determine which expenses are deductible. This information can be found in Publication 502. Medical and dental expenses, eyeglasses, hearing aids, etc. that are not paid by insurance qualify. Also, insurance premiums including Medicare Parts B and D. Qualified long-term care services are deductible for a chronically ill individual. A licensed health care practitioner must certify that the individual either (1) Is unable to perform at least two activities of daily living without substantial assistance or (2) Requires substantial supervision to be protected from threats to health and safety due to severe cognitive impairment. If the individual qualifies under either of these categories, then maintenance and personal care services are a qualified deduction. "Maintenance or personal care services is care which has as its primary purpose the providing of a chronically ill individual with needed assistance with his or her disabilities (including protection from threats to health and safety due to severe cognitive impairment)."
Information I have from another source states that the care facility must have a licensed care provider on staff who creates and updates a care plan for the individual.
So, the answer to your question depends on why the individual is living in an AL facility. My accountant advised me that a statement from the doctor stating that due to cognitive impairment the individual could not safely live independently would make the monthly fees deductible. Fees for extras such as beauty shop services are not deductible.
Also, the 7.5% of adjusted gross income exclusion has been raised to 10% for 2013 and later years, EXCEPT for those over age 65. The 7.5% remains in place through 2016 for them.
You need a letter from your doctor stating that she need to be in an Assisted Living facility. There must be at least 2 reasons off a list of about 10 possible reasons, such as incontinence, and lack of mobility. Then you need to get the assisted living facility to tell you the portion of her rent that is going for medical care. I'm sure they know the answer, it's a common question.
I was just chasing a coyote out of my yard, it doubled back and came back into the yard looking for my cat and dog. Those are learning moments and they don't pay any rent!
Ferris is right: get the precise answer from the right source. The details matter. (For example, on mortgages, you deduct ONLY the interest; on medical expenses, you deduct ONLY "qualified" ones and ONLY if their total is more than 7.5% of your Adjusted Gross Income.) So what you're asking is whether the fee at the ALF is a qualified medical expense. If it's really "rent" then that's not a medical expense at all. But it could be seen as the cost of a qualified long-term care service. In publication 902, click on "Long Term Care" for the definition of that. And you can call the IRS's 800-number to check your understanding.
I have never heard of getting any tax deduction on rent. Mortgage yes. Call the IRS and ask or download your question. I don't think any of us work for the IRS and are really unqualified to answer...
You can only deduct medical expenses for Federal Tax purposes. You may claim the rent on your state tax return. It depends on each state if it has a rental deduction. There has to be a rental agreement in place with the Assisted Care Facility to qualify for the rental deduction. Your best bet would to seek a tax preparer or your state internal revenue website.
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.
First of all, will she (I am assuming you are taking about your mother) be paying her own expenses? If so, the medical expenses are deductible on her tax return. If her income is low enough, and you are paying her medical expenses, she may qualify as your dependent, and then the expenses could be included with your tax return. Information about determining if she is your dependent is on the website.
The next step is to determine which expenses are deductible. This information can be found in Publication 502. Medical and dental expenses, eyeglasses, hearing aids, etc. that are not paid by insurance qualify. Also, insurance premiums including Medicare Parts B and D. Qualified long-term care services are deductible for a chronically ill individual. A licensed health care practitioner must certify that the individual either (1) Is unable to perform at least two activities of daily living without substantial assistance or (2) Requires substantial supervision to be protected from threats to health and safety due to severe cognitive impairment. If the individual qualifies under either of these categories, then maintenance and personal care services are a qualified deduction. "Maintenance or personal care services is care which has as its primary purpose the providing of a chronically ill individual with needed assistance with his or her disabilities (including protection from threats to health and safety due to severe cognitive impairment)."
Information I have from another source states that the care facility must have a licensed care provider on staff who creates and updates a care plan for the individual.
So, the answer to your question depends on why the individual is living in an AL facility. My accountant advised me that a statement from the doctor stating that due to cognitive impairment the individual could not safely live independently would make the monthly fees deductible. Fees for extras such as beauty shop services are not deductible.
Also, the 7.5% of adjusted gross income exclusion has been raised to 10% for 2013 and later years, EXCEPT for those over age 65. The 7.5% remains in place through 2016 for them.
It's confusing though. I'd contact an accountant.