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Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
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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.
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.
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You might check around his domicile; he may have hard copies of his taxes. Most peopleP do have. That would be for his older filings. As to his new filings, copies should come to his address certainly for SS and for any banking holdings such as CD earnings. Look at last year taxes and see what you can expect. You are otherwise starting late with getting your POA on file to receive his tax information but you should start now with all entities with his holding. They will want copies of your own ID and of his POA, If you are new at this, and this being first tax year, I don't envy you. My brother was VERY well organized, all ducks in a row, and I still found it difficult. Even this last year, when the IRS decided to issue me TWO EINs to settle his Trust, had been daunting; Covid-19 has made it more so. Start now. Most of us don't "recall" passwords; my guess is that there is a good of them somewhere like a personal phonebook, a ledger book, something other, just full of passworks. There are well over 100 in my own life. And nope, I wouldn't be recalling them. They are written down. Some people actually keep a list in files of their computers. Wishing you good luck for sure. You may have to delay filing this year. I am hoping you are using a CPA who worked with Dad in past, who will also be of value to you; make an appointment today if that's the case. Hope you'll update us.
Can you at least access his email? If you can, you can change his passwords using the "forgot my password" feature. Those sites usually send a link to set up a new password to the email address on file.
How were his taxes done before? Since you have POA, SSA, agencies, banks, et al would send you whatever you need to file. Request on their website or by phone (if you're comfortable reading off SSN, etc over the phone) Since you're handling Dad's taxes, creating and safely storing passwords are up to you. Or just hire a tax preparer.
SS and any other federal entity will NOT send you anything, even with POA. No federal agency honors POAs, they all have their own forms or methods.
Although other argue with me, saying they manage their LOs SS via the bank account, yes, it can "work", but it isn't legal. I did this when I first took over mom's finances. I had been doing her taxes as well, but all the relevant paperwork (W2s, 1099s, etc) were sent to her address.
After the move I would just pick up her mail (they had locking mailboxes, so it was safe there.) As we were planning to sell the condo, the address HAD to be changed. Federal mail will NOT be forwarded. The only way around this was to sign up as Rep Payee. The paperwork that comes with it explicitly states that NO ONE is legally allowed to "manage" anyone else's SS funds.
So, when they live with you, you with them or their mail was already coming to your address so even after they move to facility you get it, it still isn't legal.
If you choose not to sign up, just know SS is NOT going to send the needed paperwork.
IF everything he does is paperless, they all must have an email address associated with his accounts. Start with email. If he can't recall the password, you'll have to work with whoever the provider is to get the password reset.
Once you have that (document it for yourself!), then each place you need information from, request a password reset (most login prompts have a "forgot password" prompt, some also have the "forgot username" prompt too. These send email to the email on file, with instructions.) Even though everything else is paperless, W2s, 1099s, etc will come in the mail.
The taxes themselves depends on how he filed previously. If it was something like TurboTax, you might have to work with them. Often you need to know what the last year's return was. If he used a service like H&R Blockheads, they might have something on file. If he files through some other online system, they might be able to help, if he knows who it was.
NOTE: As I mentioned to someone else, federal entities do not honor POAs. If you need a copy of his previous tax return, the Online transcript request on the IRS page has this warning:
"Caution: The Get Transcript Service is for individual taxpayers to retrieve their own transcripts for their own purposes. Use by any other entities is prohibited."
I do understand the need, so proceed with caution. If you use the regular mail method, have dad sign the request. If requesting by phone, he will have to make the request, not you. You may have to lookup how to do a state return or call the tax department for his state to get instructions. No clue if they have any kind of filing extension.
This form has to be filed by 4/15/21, but the actual filing would be due no later than 10/15/21. NOTE: you will have to estimate how much he might owe, report it on the form and pay for that when you file Form 4868. The online request should have instructions and a payment form to submit. If you don't and he owes, there will be late fees and interest charged. If he ends up not owing, you will get that money back as part of his refund. Stinks to tie up funds, so the sooner you can file, the better.
If you have access to his bank account, you can search for debits and credits to see if he has paid or received refunds.
When you have the W2s, 1099s, etc, you can estimate his taxes on paper by printing the 1040 form (note there is a SS calculation worksheet that is NOT part of the 1040 form. Most people only pay tax on part of SS - the worksheet can be found in the 1040 instructions - takes a bit to find the page, but print JUST that page!) This may help to calculate how much he might have to pay with the extension form. Also note that there's an extra deduction for those over 65 (std is 12,550, looks like single over 65 is add'l 1700?)
Hoping you can get all you need... Taxes are NOT fun!
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.
Wishing you good luck for sure. You may have to delay filing this year. I am hoping you are using a CPA who worked with Dad in past, who will also be of value to you; make an appointment today if that's the case. Hope you'll update us.
https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them
Although other argue with me, saying they manage their LOs SS via the bank account, yes, it can "work", but it isn't legal. I did this when I first took over mom's finances. I had been doing her taxes as well, but all the relevant paperwork (W2s, 1099s, etc) were sent to her address.
After the move I would just pick up her mail (they had locking mailboxes, so it was safe there.) As we were planning to sell the condo, the address HAD to be changed. Federal mail will NOT be forwarded. The only way around this was to sign up as Rep Payee. The paperwork that comes with it explicitly states that NO ONE is legally allowed to "manage" anyone else's SS funds.
So, when they live with you, you with them or their mail was already coming to your address so even after they move to facility you get it, it still isn't legal.
If you choose not to sign up, just know SS is NOT going to send the needed paperwork.
Once you have that (document it for yourself!), then each place you need information from, request a password reset (most login prompts have a "forgot password" prompt, some also have the "forgot username" prompt too. These send email to the email on file, with instructions.) Even though everything else is paperless, W2s, 1099s, etc will come in the mail.
The taxes themselves depends on how he filed previously. If it was something like TurboTax, you might have to work with them. Often you need to know what the last year's return was. If he used a service like H&R Blockheads, they might have something on file. If he files through some other online system, they might be able to help, if he knows who it was.
NOTE: As I mentioned to someone else, federal entities do not honor POAs. If you need a copy of his previous tax return, the Online transcript request on the IRS page has this warning:
"Caution: The Get Transcript Service is for individual taxpayers to retrieve their own transcripts for their own purposes. Use by any other entities is prohibited."
I do understand the need, so proceed with caution. If you use the regular mail method, have dad sign the request. If requesting by phone, he will have to make the request, not you. You may have to lookup how to do a state return or call the tax department for his state to get instructions. No clue if they have any kind of filing extension.
All this may take time, so request an extension by using IRS Form 4868 OR do it online per instruction on
https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return
This form has to be filed by 4/15/21, but the actual filing would be due no later than 10/15/21.
NOTE: you will have to estimate how much he might owe, report it on the form and pay for that when you file Form 4868. The online request should have instructions and a payment form to submit. If you don't and he owes, there will be late fees and interest charged. If he ends up not owing, you will get that money back as part of his refund. Stinks to tie up funds, so the sooner you can file, the better.
If you have access to his bank account, you can search for debits and credits to see if he has paid or received refunds.
When you have the W2s, 1099s, etc, you can estimate his taxes on paper by printing the 1040 form (note there is a SS calculation worksheet that is NOT part of the 1040 form. Most people only pay tax on part of SS - the worksheet can be found in the 1040 instructions - takes a bit to find the page, but print JUST that page!) This may help to calculate how much he might have to pay with the extension form. Also note that there's an extra deduction for those over 65 (std is 12,550, looks like single over 65 is add'l 1700?)
Hoping you can get all you need... Taxes are NOT fun!