Question

Nursing home resident

Forum|Forum|6 years ago
February 28, 2020
1 reply
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My dad is a long term resident at a nursing home. He is on medicaid, and he recieves social security, pension from office personnel and VA benefits. When he entered the nursing home we stopped the federal taxes that was coming out of his pension.

I need to know does he have to file and income tax? And if he does why?

Not A Product Question

ColeenD3

There is a filing requirement based on income. If he is single and over age 65, he is required to file if he has more than $13,850 of income. Gross social security is not included per se but it may be taxable depending on the rest of his income.

A quick way to find out if any of your benefits may be taxable is to add one-half of your Social Security benefits to all your other income, including any tax-exempt interest. Next, compare this total to the base amounts below. If your total is more than the base amount for your filing status, then some of your benefits may be taxable. The three base amounts are:

$25,000 - for single, head of household, qualifying widow or widower with a dependent child or married individuals filing separately who did not live with their spouse at any time during the year
$32,000 - for married couples filing jointly
$0 - for married persons filing separately who lived together at any time during the year