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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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Mostly Independent
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If you're on Social Security, Social Security is not taxable. I've been on it a good many years and Social Security just doesn't pay enough to possibly pay taxes out of it. In fact, none of the Social Security recipients I know pay taxes either. For a brief time me and my foster dad we're getting mailings from the IRS at our homes, but after a while it stopped when we had to mark the envelope Social Security or SSI only household and simply return the envelope. After a few times we didn't get the mailings anymore, they stopped completely. Neither of us knows why we started getting the mailings in the first place since all we get is Social Security, but I'm glad the mailings finally stopped since we were both on tax exempt incomes.
The money in the trust however, I question whether or not that money is even taxable since your husband is on Medicaid. Here in Ohio, there is no inheritance tax on a life insurance proceeds given to beneficiaries. As mentioned here, you should speak to someone about this but I personally would speak with an attorney who specializes in this specific area, they might very well know something your current tax advisor may not
The QIT is considered a “grantor trust” for federal income tax purposes. As such all items of income are reported on the grantor's individual income tax return and a separate tax return for the trust is not needed.
By the way, you won't have to get a separate tax i.d. number for the trust, just use the Social Security Number of the grantor. There is a specific IRS ruling (Internal Revenue Manual 21.7.13.5.8.3) on QITs, so please do not let the bank convince you to get an EIN (federal ID number) for the trust.
Dontask4handout: You had best look at your SSA-1099 for that answer. Plus you don't specify what piece of mail that you got from the IRS a few times. What was it?
A piece of mail that me and my foster dad got was to either file taxes or file a tax return, I don't recall right off the bat since it's been quite a while back but we did get something from the IRS. I never before those few years ever even heard from the IRS since I've always been on SSI. My foster dad never heard from them before that time either, he long since retired as of many years ago and he had been living on Social Security. He was even living off of an added pension such as veterans benefits and he still never filed any taxes. His taxes were most likely done in his working years but not since he got on Social Security. I do recall that each time we got those envelopes during tax season, we didn't really have anything to report an SSI along with all other programs under Social Security are not taxable, (at least not around here). in fact, no one that I know who happens to be on Social Security has ever said anything about having to pay taxes, and SSI used to be a needs-based program and very easy to get. However, when I tried to get a friend on it since he has been an unemployed for quite some time, all I could get was his food stamps and medical but no income. Because of that he's living with no income and he's homeless and living off his sister. Someone recommended a specific lawyer and told me how my friend could contact her because she help my friend get what she was entitled to and she even help my friend get backpay. I gave that lawyer's contact to my friend and it's up to him to contact her and tell her his situation. For the last I don't know how many years, this other friend has had nothing to report income wise. I think from what I heard if you make below a certain amount then there's nothing to really report. One friend of mine used to ring bells for the Salvation Army and he used to have to report income above a certain amount, it's the same one who's been unemployed for many years and he's the one who I can't get his SSI used to be need space but I guess they change the system since I was put on it by the state after my rescue from my abusive bio parents. SSI used to be very easy to get but never taxable.
Now, as for my foster dad, he's always gotten slightly more than I ever got as best as I can recall and especially more so when we got that third check from the treasury for his veterans retirement income. He said some guy called him one time and said something about it. I'm not sure who this guy was but he was able to help dad get his veterans check he was entitled to. You hear so many sad stories of veterans who are entitled to their benefits but can't get them. I'm just surprised dad wasn't getting this particular check much sooner than he actually did, he didn't start getting it until he was in his 70s or 80s but he was entitled to it much sooner I think because it seems like the check was a nice one, which means he didn't have to scrape so much to get by each month. He always live somewhat more comfortably than I ever did, but when he saw how little I had and how underprivileged I was and was practically just existing, used some of his money to help me have a more comfortable month each month.
What really concerns me though is someday the government may get downright greedy and start taxing social security including SSI. I hope it doesn't ever come to this at least not in my lifetime but I have heard someone bring it up. Just hearing someone mention it as a concern is enough to concern anyone who happens to be in a position to have to rely on it as their livelihood. Anyway, unless that day comes I won't worry about it because I don't get those envelopes anymore. i'm thinking they must of had a new worker in the office when those envelopes started coming, it's just my guess. I think we might have a local branch somewhere, I'm not sure since I never had to deal with them. Anytime those envelopes came though, all I did was marked them as SSI household and then mark return to sender and return them. I did this the first few times I ever received one of those envelopes and I've never since receive one, and I'm glad
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.
The money in the trust however, I question whether or not that money is even taxable since your husband is on Medicaid. Here in Ohio, there is no inheritance tax on a life insurance proceeds given to beneficiaries. As mentioned here, you should speak to someone about this but I personally would speak with an attorney who specializes in this specific area, they might very well know something your current tax advisor may not
purposes. As such all items of income are reported on the grantor's individual income tax return and a separate tax return for the trust is not needed.
A piece of mail that me and my foster dad got was to either file taxes or file a tax return, I don't recall right off the bat since it's been quite a while back but we did get something from the IRS. I never before those few years ever even heard from the IRS since I've always been on SSI. My foster dad never heard from them before that time either, he long since retired as of many years ago and he had been living on Social Security. He was even living off of an added pension such as veterans benefits and he still never filed any taxes. His taxes were most likely done in his working years but not since he got on Social Security. I do recall that each time we got those envelopes during tax season, we didn't really have anything to report an SSI along with all other programs under Social Security are not taxable, (at least not around here). in fact, no one that I know who happens to be on Social Security has ever said anything about having to pay taxes, and SSI used to be a needs-based program and very easy to get. However, when I tried to get a friend on it since he has been an unemployed for quite some time, all I could get was his food stamps and medical but no income. Because of that he's living with no income and he's homeless and living off his sister. Someone recommended a specific lawyer and told me how my friend could contact her because she help my friend get what she was entitled to and she even help my friend get backpay. I gave that lawyer's contact to my friend and it's up to him to contact her and tell her his situation. For the last I don't know how many years, this other friend has had nothing to report income wise. I think from what I heard if you make below a certain amount then there's nothing to really report. One friend of mine used to ring bells for the Salvation Army and he used to have to report income above a certain amount, it's the same one who's been unemployed for many years and he's the one who I can't get his SSI used to be need space but I guess they change the system since I was put on it by the state after my rescue from my abusive bio parents. SSI used to be very easy to get but never taxable.
Now, as for my foster dad, he's always gotten slightly more than I ever got as best as I can recall and especially more so when we got that third check from the treasury for his veterans retirement income. He said some guy called him one time and said something about it. I'm not sure who this guy was but he was able to help dad get his veterans check he was entitled to. You hear so many sad stories of veterans who are entitled to their benefits but can't get them. I'm just surprised dad wasn't getting this particular check much sooner than he actually did, he didn't start getting it until he was in his 70s or 80s but he was entitled to it much sooner I think because it seems like the check was a nice one, which means he didn't have to scrape so much to get by each month. He always live somewhat more comfortably than I ever did, but when he saw how little I had and how underprivileged I was and was practically just existing, used some of his money to help me have a more comfortable month each month.
What really concerns me though is someday the government may get downright greedy and start taxing social security including SSI. I hope it doesn't ever come to this at least not in my lifetime but I have heard someone bring it up. Just hearing someone mention it as a concern is enough to concern anyone who happens to be in a position to have to rely on it as their livelihood. Anyway, unless that day comes I won't worry about it because I don't get those envelopes anymore. i'm thinking they must of had a new worker in the office when those envelopes started coming, it's just my guess. I think we might have a local branch somewhere, I'm not sure since I never had to deal with them. Anytime those envelopes came though, all I did was marked them as SSI household and then mark return to sender and return them. I did this the first few times I ever received one of those envelopes and I've never since receive one, and I'm glad