Assisted Living

[WhiteOleander]

That would not necessarily create a charitable contribution. They would have to be a charitable org.

[FEDUKE404]

Negative

Have a TP(83) who is in a nursing home due to stroke and large % of heart not working. Left side totally messed up. Has very little use. ocassionally ask nurses or staff to bring TP outside food because he doesn't like the food at NH. What would the possibility of deducting these. I personally do not think so.

Somewhat in the range of zero.

What is the demonstrable medical necessity for the "outside food" ??

As for any allowable "contribution," what exactly would be the qualifying (recipient) institution for the largesse of the donor ??

(Oh yes - I would think the medical staff might be on somewhat thin ice for providing non-approved food to a patient, especially if dietary concerns were an issue. "Can you bring me a pack of cigarettes to smoke when no one is looking?")

On further review, I think perhaps "zero" is an optimistic guess.

FE

[mactoolsix]

Now suppose the daughter who is a CNA provides home health services. Would all the pay be deductible as a medical expense. Also regarding the son who would be state licensing as a home health aide would payments to him be deductible as medical expenses? Yes, Mike I am persistent?
Thanks to all you who replied on this board. If you are ever in the Tampa Bay are call and I will treat you to an Acropol Steak dinner or one of the best Greek dishes you have ever had.

Chef - If the daughter is actually paid as a caregiver, then the payments would be deductible for the parents, and income for the daughter. I don't see the benefit here - especially if the daughter is a CNA, she may be required to file a Sch. C and SE Tax. Read this on Family Caregivers and SE Tax http://www.irs.gov/Businesses/Small-...Employment-Tax

I'm not sure the son even needs to be "state licensed" - but again you may be opening up more taxes and filing requirements than it's worth.

Mike

[Burke]

Now suppose the daughter who is a CNA provides home health services. Would all the pay be deductible as a medical expense. Also regarding the son who would be state licensing as a home health aide would payments to him be deductible as medical expenses? Yes, Mike I am persistent?
Thanks to all you who replied on this board. If you are ever in the Tampa Bay are call and I will treat you to an Acropol Steak dinner or one of the best Greek dishes you have ever had.

Paying a CNA or a state-licensed home health aide directly (whether or not they are the TP's children) would involve payroll, W-2's, tax withholding, etc, etc. It can be deductible, IMO, if they are providing medical care. I have deducted such expenses for a stroke victim, albeit they were not relatives. Since the employment is in the home, workman's comp is also involved here -- and expensive. See Publication 926, Household Employees, table on page 4.

PS: I have relatives in Tampa. Is Acropol the name of the restaurant?

[Chief]

Assisted Living

Yes Acropol is the name of the best restaurant in the area. Located on Starkey road between ulmerton and East Bay Roadsl The Largo area.

[Chief]

Assisted Living

Thanks to all you who replied to this thread. My decision is to deduct all their medical expenses that have not been reimbursed by insurance and let the rest to sleeping dogs. I did not want to over look anyh possibilities that would benefit this couple. You are a great asset and a darn smart group of advisors.

[FEDUKE404]

Review assisted living payments?

Thanks to all you who replied to this thread. My decision is to deduct all their medical expenses that have not been reimbursed by insurance and let the rest to sleeping dogs. I did not want to over look anyh possibilities that would benefit this couple. You are a great asset and a darn smart group of advisors.

You certainly are entitled to do whatever you and the clients are comfortable with.

That being said, based upon the facts provided, I would personally NEVER claim the "expenses" of the (apparently able-bodied) husband while he was living with his wife in the assisted living facility. It is not uncommon to have a scenario such as that, so that the couple can continue to live together while also relying upon needed professional assistance. But that just does not justify deductible "medical expenses" for the spouse who is not in a medical condition requiring a care level consistent with that provided in an assisted living facility.

With this situation, I feel it is an error to deduct 100% of the expenses paid to the assisted living facility as a qualifying medical deduction.

FE