Skip to main content
June 5, 2019
Solved

All moms money is paid into her care except $62 a month. She is in an adult family home and all except $62 a month is paid in with washington state paying the rest.

  • June 5, 2019
  • 8 replies
  • 0 views

all moms money is paid into her care except $62 a month. She is in an adult family home and all except $62 a month is paid in with washington state paying the rest.

    Best answer by xmasbaby0

    The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2018—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

    To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses


    2018 Standard Deductions:

    Single   $12,000  (+ $1600 65 or older)

    Married Filing Separately    $12,000  (+ $1300 65 or older)

    Married Filing Jointly  $24,000  (+ $1300 each spouse 65 or older)

    Head of Household  $18,000  (+ $1600 65 or older)


    https://turbotax.intuit.com/tax-tips/health-care/medical-expenses-checklist/L6MkxxlyW


    8 replies

    Employee
    June 5, 2019
    Do you have a question?
    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    June 5, 2019
    all moms money is paid into her care except $62 a month. She is in an adult family home and all except $62 a month is paid in with washington state paying the rest. How do I file her taxes on turbo tax since her SS and retirements from my Dad who passed in 2006 all goes to the state minus only $62 . I dont know how I account for all her monies ...shes on hospice also.
    June 5, 2019
    Hello......anyone please!!
    Employee
    June 5, 2019
    Sorry--this is not live chat.  Sometimes you have to wait until someone has the chance to respond to your question.
    Your mom should not owe any tax.  You have not said how much the  retirement $ is that she receives in addition to the SS.  (And I know--it is mostly all going to the nursing home--I have dealt with this myself with a parent).  Use this to figure out if you even need to prepare a 2018 return for her:

    <a rel="nofollow" target="_blank" href="https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return">https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return</a>
    Who has to file?
    <a rel="nofollow" target="_blank" href="http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F">http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F</a>
    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    June 5, 2019
    Just so you know Dad had two pensions and also Mom gets SS. In total it amounts to about $2700 but as I said... all I pay to the adult family home for her care except the allotted $62 a month and the state pays for the xtra monthly care above. She has nothing cause as you know the state eliminates all before they help. I know her income is high enough to look like she has something but her "allowance" is only the norm of $62. Thank You xmasbaby0 for your insight I will be waiting on.
    Employee
    June 5, 2019
    If you have determined that you need to file a return for your mom, then enter the amount that she is paying to the nursing home under Medical Expenses.  
    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    June 5, 2019
    Thanks SOOOO much xmasbaby0!!!! Big hugs!!!
    xmasbaby0Answer
    Employee
    June 5, 2019

    The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2018—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

    To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses


    2018 Standard Deductions:

    Single   $12,000  (+ $1600 65 or older)

    Married Filing Separately    $12,000  (+ $1300 65 or older)

    Married Filing Jointly  $24,000  (+ $1300 each spouse 65 or older)

    Head of Household  $18,000  (+ $1600 65 or older)


    https://turbotax.intuit.com/tax-tips/health-care/medical-expenses-checklist/L6MkxxlyW


    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    June 5, 2019
    xmasbaby0 Rocks!!! Thank You!!!