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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.
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Everyone should file a tax return every year (as early as possible), regardless of income or IRS rules. That action will minimize possibility identity theft by a crook who could utilize your SS# as his/her own. IRS supports Vita/TCE no charge tax preparation programs through nonprofits such as AARP, United Way, etc.
Answer to that is almost certainly it is not tax deductile. My brother paid 5,000 mo. Was told that sometimes getting bumped up to 20,000 mo memory care it is deductible, but who wants to go THERE. Thanks for this IRS site you posted, Barb. I so remember my Mom telling me "I only earned 12,000 so don't have to file (many years ago) and me questioning her "Are you SURE" and her saying "Oh, hon, at 94 if they want to come get me, throw me in jail, feed and pay my medical they should come and get me; would make for an interesting change". Hee!
Do the math using an online tax system (like H&R block) or paper 1090 that you can find online. It's very possible he's due a refund or he might even owe some taxes. After you calculate, at least you'll know to go ahead and submit or not
I think this person needs to understand how the disability payment is processed first - and this won't show up on an online tax system (or so I believe). I'd be safe and contact an attorney, initially calling the VA and asking them for a referral. There are attorneys (non-profit(s)) that are associated/help Veterans with these matters.
My mother's income is a VA survivors benefit (which isn't taxed) and social security, which isn't much, so she doesn't make enough to have to file a tax return. BUT, I file one for her anyway simply because without a tax return on file, she would not have received any of the COVID stimulus checks or the latest middle class tax refund (California). Since she is considered low-income, she qualifies for free tax preparation software, etc.
Assuming he is not the dependent of someone else, generally, if he makes over $14,700, he needs to file a federal return, even if he owes no tax. Here in my state, it is always worth filing as there are other state tax credits that one could get as a refund, just for being a resident in the state.
Even if he doesn't have to file a federal tax return, it is worth filing a tax return. With computers, it is easy for the IRS to cross check income against tax returns. A more sinister problem is people who file tax returns using someone else's social security number. Filing taxes is usually the first place this type of fraud is caught by the legitimate owner of the SSN.
You don't need to pay anyone to file his tax return assuming that is all he is going to declare on his tax return. Most tax software allow multiple returns on the same copy of tax software. There are several legitimate internet sites like the IRS and Turbo tax, that offer free filing. In addition, AARP has Tax-Aide sites in all states which do preparation and filing of taxes for free. Before the pandemic, the Tax Aide group I was involved in, visited senior living centers.
BTW, Tax-Aide isn't only for seniors. They will do a wide range of tax situations including the forms due to being a self employed delivery person. However, if it has anything to do with depreciation or cost of goods, it is out-of-scope and Tax Aide can not do it. https://www.aarp.org/money/taxes/aarp_taxaide/
Unless they are very familiar with VA disability / benefits / awards, a 'regular' cpc likely doesn't know. It is somewhat of a specialized field (from my understanding and research).
My Mom received 1500 a month in SS and 200 in pension. Because her income was mostly SS she did not pay taxes. The IRS sent her a letter telling she no longered needed to pay. For ur Dad, it would depend on what his VA benefits total. There is an income cap. You cannot make over a certain amount. I would ask your tax person if Dad needs to pay.
It isn't a matter of where your Father's income comes from but what your Father's income is. I once knew, but things change, so don't count on this, but it was once that if your income is more than 14,000 you have to file. Doesn't mean you will have to pay taxes but you do file. I would go to the IRS website which is a good one to ask this question once you know what your Father's yearly income is. There is a lot of free tax help out there also, so keep your eyes and ears open for his area. You need to be clear about the rules for both Federal and State. Sure do wish you luck in getting the info you need specific to your Dad's case. Also remember to go to search spy-glass next to your avatar; press that and type in taxes; there may be articles on AgingCare to help.
This can be very complicated. It depends on the amount (of income) and how the disability is considered. You should speak to an attorney, preferably one associated with the VA. A disability AWARD is different from 'usual' benefits. You need to know the difference (between award and disability benefit). And, your situation may be more/different from whatI had deal with so do check.) Be aware that some employees in some of the VA departments do not know about these issues, which, unfortunately, further complicates it all. Do google VA benefits and tax exemption. I have been through (some of) this although it had to do with a service connected Award which is not taxable. I wish I could provide more clarify. "When in doubt, hire an attorney" (or in this case, see if one / non-profit attorney organization is associated with / to help veterans at no cost.
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.
The above is a link to the IRS page that discusses who must file a return.
You should find out how much of his Assisted Living payments are tax deductible.
Hee!
Even if he doesn't have to file a federal tax return, it is worth filing a tax return. With computers, it is easy for the IRS to cross check income against tax returns. A more sinister problem is people who file tax returns using someone else's social security number. Filing taxes is usually the first place this type of fraud is caught by the legitimate owner of the SSN.
You don't need to pay anyone to file his tax return assuming that is all he is going to declare on his tax return. Most tax software allow multiple returns on the same copy of tax software. There are several legitimate internet sites like the IRS and Turbo tax, that offer free filing. In addition, AARP has Tax-Aide sites in all states which do preparation and filing of taxes for free. Before the pandemic, the Tax Aide group I was involved in, visited senior living centers.
BTW, Tax-Aide isn't only for seniors. They will do a wide range of tax situations including the forms due to being a self employed delivery person. However, if it has anything to do with depreciation or cost of goods, it is out-of-scope and Tax Aide can not do it. https://www.aarp.org/money/taxes/aarp_taxaide/
I would go to the IRS website which is a good one to ask this question once you know what your Father's yearly income is. There is a lot of free tax help out there also, so keep your eyes and ears open for his area. You need to be clear about the rules for both Federal and State.
Sure do wish you luck in getting the info you need specific to your Dad's case.
Also remember to go to search spy-glass next to your avatar; press that and type in taxes; there may be articles on AgingCare to help.
You should speak to an attorney, preferably one associated with the VA.
A disability AWARD is different from 'usual' benefits. You need to know the difference (between award and disability benefit). And, your situation may be more/different from whatI had deal with so do check.)
Be aware that some employees in some of the VA departments do not know about these issues, which, unfortunately, further complicates it all.
Do google VA benefits and tax exemption. I have been through (some of) this although it had to do with a service connected Award which is not taxable.
I wish I could provide more clarify. "When in doubt, hire an attorney" (or in this case, see if one / non-profit attorney organization is associated with / to help veterans at no cost.
Gena / Touch Matters
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