Tax deduction for my elderly mother's geriatric care expenses?

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CULater
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Joined: Sun Nov 13, 2016 10:59 am

Tax deduction for my elderly mother's geriatric care expenses?

Post by CULater » Mon Sep 11, 2017 8:47 pm

My elderly mother is in an assisted living facility. I have hired an independent geriatric care manager (licensed social worker) to help plan, manage and monitor my mother's care, which includes visiting/observing my mother regularly, interfacing with care providers at her AL facility, physicians, home care providers, providing professional advice and guidance to family, etc. I am paying about $1,000 per month for this service.

Since this is part of my mother's medical care, I am wondering if my expenses qualify for tax deductibility when I file my income taxes for 2017? If so, what sort of documentation must I obtain from the provider in order to support tax deduction?
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Gnirk
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Re: Tax deduction for my elderly mother's geriatric care expenses?

Post by Gnirk » Mon Sep 11, 2017 11:05 pm

If this can be considered long term care, it should be deductible, subject to the IRS limitations on medical deductions, but I think she must be able to be claimed as your dependent in order to deduct it from your taxes. My mom's CPA deducted her LTC expenses from HER taxes, since I was paying it out of her funds.
Is your mother listed as your dependent?

delamer
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Re: Tax deduction for my elderly mother's geriatric care expenses?

Post by delamer » Tue Sep 12, 2017 12:40 pm

Gnirk wrote:
Mon Sep 11, 2017 11:05 pm
If this can be considered long term care, it should be deductible, subject to the IRS limitations on medical deductions, but I think she must be able to be claimed as your dependent in order to deduct it from your taxes. My mom's CPA deducted her LTC expenses from HER taxes, since I was paying it out of her funds.
Is your mother listed as your dependent?
I believe this is right. My mother lived un a CCRC and a portion of the fees could be deducted on her taxes as medical expenses.

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FiveK
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Re: Tax deduction for my elderly mother's geriatric care expenses?

Post by FiveK » Tue Sep 12, 2017 2:34 pm

CULater wrote:
Mon Sep 11, 2017 8:47 pm
...what sort of documentation must I obtain from the provider in order to support tax deduction?
Agree with previous posters that, unless your mother is your dependent, you can't deduct any of this but she could - if the availability of medical care is the principal reason for being in the nursing home.

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