How to file federal taxes for my mother in nursing home

Discussion in 'Tax' started by timnels@gmail.com, Mar 3, 2008.

  1. Guest

    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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    , Mar 3, 2008
    #1
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  2. Katie Guest

    On Mar 3, 9:05 am, 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. >>
    << ------------------------------------------------------- >>
     
    Katie, Mar 3, 2008
    #2
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  3. dpb Guest

    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. >>
    << ------------------------------------------------------- >>
     
    dpb, Mar 3, 2008
    #3
  4. Katie <> writes:

    > On Mar 3, 9:05 am, 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

    --
    << ------------------------------------------------------- >>
    << 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. >>
    << ------------------------------------------------------- >>
     
    Rich Carreiro, Mar 3, 2008
    #4
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