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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.
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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.
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Mostly Independent
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Is the room and board fee deductible along with the personal care that is charged each month? My mother is there because she cannot cook or take care of her daily personal needs. She has almost no memory left. Thank you.
This is a complicated answer. FIRST, I'm presuming you're asking if YOU can deduct these expenses on YOUR tax return, would that be correct? If so, please read on.
THEN, In order for you to be able to deduct the expenses, your mom would have to be your dependent. In order for your mom to be your dependent, whether she actually lives with you or not, would be determined by whether you provide 50 percent or more of her support. You can calculate that using what she might be receiving in some kind of benefits (SS or VA, etc.) and what you personally pay out of pocket to the facility as well as her other personal needs. IF this test is true, you (& your spouse if filing jointly) can claim her as a dependent and get that deduction right there.
NEXT, this type of payment is deducted on Schedule A, under medical expenses. So this means you have to (1) itemize your deductions and (2) the amount is subject to a further medical exclusion amount.
FINALLY, it can only be taken under medical expenses of Schedule A if the person is there for MEDICAL and not PERSONAL reasons. In your profile, you say you are caring for your mom with age-related decline. Getting older and not wanting to cook, etc., I would think would be a personal reason for being in AL.
HOWEVER, when you say your mom has almost no memory left, this sounds like dementia, which is a medical condition that requires her to be cared for. Understand the difference? I would think you'd want a letter from the doctor indicating your moms condition that predated when you put her in AL and started paying. If she was already in AL before the dementia was diagnosed, those payments would probably not qualify for deduction.
You can do a little research about your own specific case by going to irs.gov and looking for publication 502. I hope this helps. Please let me know if I can clarify anything more for you.
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.
THEN, In order for you to be able to deduct the expenses, your mom would have to be your dependent. In order for your mom to be your dependent, whether she actually lives with you or not, would be determined by whether you provide 50 percent or more of her support. You can calculate that using what she might be receiving in some kind of benefits (SS or VA, etc.) and what you personally pay out of pocket to the facility as well as her other personal needs. IF this test is true, you (& your spouse if filing jointly) can claim her as a dependent and get that deduction right there.
NEXT, this type of payment is deducted on Schedule A, under medical expenses. So this means you have to (1) itemize your deductions and (2) the amount is subject to a further medical exclusion amount.
FINALLY, it can only be taken under medical expenses of Schedule A if the person is there for MEDICAL and not PERSONAL reasons. In your profile, you say you are caring for your mom with age-related decline. Getting older and not wanting to cook, etc., I would think would be a personal reason for being in AL.
HOWEVER, when you say your mom has almost no memory left, this sounds like dementia, which is a medical condition that requires her to be cared for. Understand the difference? I would think you'd want a letter from the doctor indicating your moms condition that predated when you put her in AL and started paying. If she was already in AL before the dementia was diagnosed, those payments would probably not qualify for deduction.
You can do a little research about your own specific case by going to irs.gov and looking for publication 502. I hope this helps. Please let me know if I can clarify anything more for you.